Financial Planner

The Vermont Agency • Albany, NY, US

Posted 1 year ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process 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

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
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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.