Business Development Professional

3 days ago


Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

We are seeking an experienced Business Development Professional to assist our clients in achieving their financial objectives at Equitable Advisors - Southern New Hampshire.

This role involves creating customized financial plans, analyzing client data, and implementing financial recommendations to ensure clients' long-term financial stability.

The ideal candidate will possess a strong educational background in business or finance, a proven track record of building successful client relationships, and excellent communication skills.

**Key Responsibilities:**

  1. Develop comprehensive financial plans tailored to each client's unique situation.
  2. Collect and evaluate clients' financial information to inform strategic decisions.
  3. Collaborate with clients to implement recommended financial solutions, including savings plans, life insurance, and investment products.

**Requirements:**

  • Degree in business administration, finance, or a related field is required.
  • Professional certifications (CPA, CFP) and FINRA Series 7 and 66 licenses are necessary.
  • Proven experience in financial planning, advisory roles, or consulting is essential.

**Salary & Benefits:

$75,000+ per year, commensurate with experience and performance.



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