Business Services & Consulting • all cities, NH 31
Associate Financial Professional (31)
all cities, NH 31On-sitePosted 18 hours ago
Business Services & Consulting
About the Role
Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-termadvising relationships, and excellent communication skills. Apply now!
Responsibilities
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor's degree in business administration, finance, or related field is required
Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-termadvising relationships, and excellent communication skills. Apply now!
Responsibilities
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. • You are personable and caring, with a natural ability to connect and communicate with others. • Enthusiastic, high energy, and positive attitude. • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. • Must have excellent communication and interpersonal skills. • Quick learner who is comfortable in a fast-paced, dynamic environment. • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor's degree in business administration, finance, or related field is required
What You'll Do
Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals.
The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-termadvising relationships, and excellent communication skills.
Apply now!
Responsibilities • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
