Entry-Level Financial Professional

Equitable Advisors - Southern New Hampshire • Portsmouth , NH , USPosted 2 months agoDescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industryOur successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.If you have great communication skills and an eye for detail, apply todayResponsibilitiesAbility to understand the needs and financial concerns of clientsAbility to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounterPromote customized ways for clients to achieve their long-term financial goalsCultivating relationships, with a view to helping every family member or individual pursue financial securityAbility to build an insurance and financial practice through establishing professional networks and prospecting for new clientsProviding compassion and guidance to clients when life circumstances ariseHaving a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over timeCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsServe as a collaborative team player willing to further development through continued training opportunitiesMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectivesQualificationsDemonstrated sales experience or an enterprising attitudeExcellent communicative skills, both written and verbalDedicated to helping families and businesses live their best lifeKnowledgeable about the business industryWell-presented and professional in all interactionsResilient and determined when faced with adversitySkilled in leveraging personal connections and networks to build relationshipsMust be a US citizen or legally authorized to work in the USComputer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferredA required Bachelor’s degree in business administration, finance, or similarly related fieldUp-to-date FINRA Series 7 & 63/66 documents are a bonusBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredSuperior communication, relationship building, and math skills to establish a strong foundation of customer service for all clientsCompensation$75,000+ yearlyAbout Equitable Advisors - Southern New HampshireOur 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. #J-18808-Ljbffr