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Financial Advisor

Financial Advisor

The Vermont AgencyAlbany, NY, United States
9 days ago
Job type
  • Full-time
Job description

Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

  • Benefits include;
  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Responsibilities

  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • 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
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Qualifications

  • Willing to study and obtain a Life Insurance license
  • A required Bachelor's degree in business administration, finance, or similarly related field
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Valid FINRA Series 7 & 63 / 66 preferred but not required
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
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    Financial Advisor • Albany, NY, United States

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