Financial Planner

The Vermont Agency • Albany, NY, US

Posted 17 days 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

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

Willing to study and obtain a Life Insurance license

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Valid FINRA Series 7 & 63/66 preferred but not required
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

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.