WizeHire, Inc
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
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
Compensation $50,000 - $100,000
About The Vermont Agency 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.
#J-18808-Ljbffr
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
Compensation $50,000 - $100,000
About The Vermont Agency 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.
#J-18808-Ljbffr