Associate Financial Planner

Job overview

The Associate Financial Planner role is onsite in Portsmouth, NH. Compensation is $75,000 or more at plan earnings. Equitable Advisors’ mission is to provide financial security and peace of mind through insurance, annuity, and financing solutions. The planner gathers client financial information, develops customized plans, and helps clients implement recommendations. The role builds long-term advisory relationships and supports clients in pursuing financial goals and protecting financial security.

What you'll do

• Design customized financial plans based on clients’ life changes and financial needs
• gather information about financial status, cash flow, goals, and expectations
• establish relationships with new clients and approach prospects
• provide service to existing clients and document communications and advice
• assist clients in implementing recommendations involving life insurance, mutual funds, savings plans, and other financial products.

What we're looking for

Skills & competencies

associate financial planner

financial planning

client advisory

financial security

portsmouth nh

equitable advisors

full-time

$75k+ at plan earnings

finra series 7

finra series 66

cpa or cfp

insurance and annuities

Work arrangement

• Weekend coverage required

Why this role

Requires a current professional license such as CPA or CFP and FINRA Series 7 and 66. Compensation is stated as $75,000+ at plan earnings.

About the employer

Equitable Advisors - Southern New Hampshire is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.