Financial Advisor

Equitable Advisors - Southern New Hampshire

Kittery, ME 03904, USA

Published: 6/14/2022

Full Time

Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$75,000+ at plan

Responsibilities:

Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

Qualifications:

Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
A Bachelor’s degree in business administration, finance, or a related field is required

About Company

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.