Entry-Level Financial Advisor

Job overview

The Entry-Level Financial Advisor role is onsite in Portsmouth, NH. Compensation is $75,000 or more per year. Equitable Advisors’ stated mission is to provide financial security and peace of mind through insurance, annuity, and financing solutions. The advisor develops client relationships, gathers financial information, and creates tailored plans and recommendations to help clients pursue financial goals. The role also involves prospecting for clients and building a financial practice while participating in training and development.

What you'll do

• Develop customized financial plans
• compile client financial profiles
• identify and secure new clients
• recommend products, plans, and investments to support client goals
• build professional networks and prospect for clients
• pursue training and educational opportunities.

What we're looking for

Skills & competencies

entry-level financial advisor

portsmouth nh

equitable advisors

financial planning

wealth management

client relationships

financial security

insurance solutions

annuities

prospecting

client goals

$75,000+ yearly

Work arrangement

• Weekend coverage required

Why this role

Entry-level opportunity with training and development; FINRA Series 7 and 63/66 credentials are described as a bonus, not a requirement.

About the employer

Equitable Advisors - Southern New Hampshire is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.