Wealth Management Specialist

3 weeks ago


Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

Equitable Advisors - Southern New Hampshire seeks a highly motivated Wealth Management Specialist to help clients achieve their financial aspirations.

In this role, you will create personalized financial plans, analyze client data, and recommend financial solutions to secure clients' financial futures.

The ideal candidate will possess a strong academic background in business or finance, a proven track record of delivering exceptional client service, and excellent communication skills.

**Primary Responsibilities:**

  • Design and implement customized financial plans to meet clients' changing needs.
  • Analyze client financial information to identify opportunities and challenges.
  • Collaborate with clients to execute recommended financial strategies, including savings plans, insurance, and investments.

**Essential Qualifications:**

  • Bachelor's degree in business, finance, or a related field is required.
  • Hold current professional certifications (CPA, CFP) and FINRA Series 7 and 66 licenses.
  • Demonstrate proven success in financial planning, advisory roles, or consulting.

**Compensation Package:**

$75,000+ per year, reflecting experience and performance.



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