- Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- A Bachelor's degree in business administration, finance, or a related field is required
- 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
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
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Associate Financial Planner - Portsmouth, United States - Equitable Advisors - Southern New Hampshire
Description
Job Description
Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today
Compensation:$75,000+ at plan
Responsibilities: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. The ground 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.
