Financial Planner
The Vermont Agency, Albany, NY, United States
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
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.
Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
Qualifications
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
Requires a Bachelor’s degree in business administration, finance, or other related field.
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
Willing to study and obtain a Life Insurance license.
Compensation
$50,000 - $70,000 per year
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Responsibilities
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.
Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
Qualifications
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
Requires a Bachelor’s degree in business administration, finance, or other related field.
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
Willing to study and obtain a Life Insurance license.
Compensation
$50,000 - $70,000 per year
#J-18808-Ljbffr