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Financial Services Advisor

1 month ago


Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

About the Role

We are seeking a skilled Financial Advisor to join our team at Equitable Advisors - Southern New Hampshire. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals by providing expert advice and guidance on investment planning, wealth management, and retirement savings.

Key Responsibilities

  • Develop and implement customized financial plans tailored to each client's unique needs and goals.
  • Conduct thorough financial analyses to identify areas for improvement and provide recommendations for optimized financial performance.
  • Collaborate with clients to implement financial strategies, including investment planning, tax planning, and risk management.

Requirements

  • Relevant experience in financial planning, investment management, or a related field.
  • Strong knowledge of financial products, tax regulations, and industry best practices.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

What We Offer

As a Financial Advisor with Equitable Advisors - Southern New Hampshire, you will have the opportunity to work with a dynamic team and contribute to the success of our clients. We offer a competitive compensation package, including a base salary of $75,000+ at plan, as well as opportunities for professional growth and development.

About Equitable Advisors - Southern New Hampshire

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions. We are committed to helping individuals, families, and businesses achieve their financial goals and create a secure financial future.