Financial Consultant

The Vermont Agency • Albany, NY, US

Posted 1 year ago

Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, 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
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
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

Qualifications

Willing to study and obtain a Life Insurance license

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Requires a Bachelor’s degree in business administration, finance, or other related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Compensation

$50,000 - $70,000/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.