Financial AdvisorThe Vermont Agency • Albany, NY, United States
Financial Advisor
The Vermont Agency • Albany, NY, United States
Hace 8 días
Tipo de contrato
- A tiempo completo
Descripción del trabajoCreate 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 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
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
Qualifications
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Financial Advisor • Albany, NY, United States