Financial Advisor

The Vermont Agency • Buffalo, NY, US

Posted 1 year ago

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-term advising relationships, and excellent communication skills. Apply now!

Responsibilities

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications

Strong interest in financial planning and investment management
Excellent interpersonal and communication skills
Sales experience or customer service background
Willing to study and obtain a Life Insurance license
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary

Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Requires a Bachelor’s degree in finance, business administration, or related field
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

Compensation

$75,000/year

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.