The Vermont Agency
Overview
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
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 as interest in the financial industry and financial products is necessary. Willing to study and obtain a Life Insurance license. Compensation
Compensation:
$50,000-$100,000 per year
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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
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 as interest in the financial industry and financial products is necessary. Willing to study and obtain a Life Insurance license. Compensation
Compensation:
$50,000-$100,000 per year
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