Financial Advisor

Financial Advisor The Vermont Agency - 2.0 Albany, NY Job Details $50,000 - $70,000 a year 1 day ago Benefits Retirement plan Qualifications Bachelor's degree Full Job 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!

Compensation:

$50,000 - $70,000

Responsibilities:

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications:

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired 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 A Bachelor's degree in finance, business administration, or alternate related analytical field is required Willing to study and obtain a Life Insurance license About Company Our mission is clear: To Do Good in our communities and for the families we serve. 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.