Associate Financial Planner

The Vermont Agency • Albany, NY, US

Posted 3 hours ago

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

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
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

Willing to study and obtain a Life Insurance license

Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
A required Bachelor’s degree in business administration, finance, or similarly related field
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Compensation

$50,000 - $70,000

About The Vermont Agency

Our mission is clear: To Dramatically Impact the Lives of Others

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.