What are the responsibilities and job description for the ENTRY-LEVEL FINANCIAL PROFESSIONAL position at Equitable Advisors - Southern New Hampshire?
Description
Do 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 industry!
Our 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 today!
Responsibilities
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Qualifications
