WizeHire, Inc
Join The Vermont Agency as an Entry-Level Financial Advisor, and be part of a team that's been dedicated to doing good for over 175 years. You'll empower families to navigate life’s uncertainties with confidence, providing them with stability and security. We believe in nurturing your potential, offering comprehensive training and resources to help you build meaningful client relationships and develop tailored financial solutions.
Within our collaborative and supportive environment, you'll find career growth opportunities that align with your professional aspirations. Let's work together to achieve our mission and make a positive impact on the lives of the families we serve.
Responsibilities
Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. Develop personalized financial strategies that align with clients' unique goals and life stages. Build and nurture long-term relationships with clients, fostering trust and open communication. Collaborate with team members to share insights and strategies, enhancing our collective expertise. Stay informed about industry trends and regulatory changes to provide up-to-date advice. Conduct regular reviews of clients' financial plans, making adjustments as needed to meet evolving needs. Utilize our comprehensive training resources to continuously enhance your financial advising skills and knowledge base. Qualifications
Experience in financial planning or a related field, with a passion for helping others achieve their financial goals. Ability to communicate complex financial concepts in a clear and relatable manner, ensuring clients feel informed and empowered. Proven track record of building and maintaining strong client relationships, fostering trust and open dialogue. Strong analytical skills to develop personalized financial strategies that align with clients' unique needs and life stages. Ability to collaborate effectively with team members, sharing insights and strategies to enhance our collective expertise. Commitment to continuous learning, staying informed about industry trends, and regulatory changes to provide up-to-date advice. Compensation
$55,000 - $75,000 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
Guide clients through financial planning processes, ensuring they feel confident and informed every step of the way. Develop personalized financial strategies that align with clients' unique goals and life stages. Build and nurture long-term relationships with clients, fostering trust and open communication. Collaborate with team members to share insights and strategies, enhancing our collective expertise. Stay informed about industry trends and regulatory changes to provide up-to-date advice. Conduct regular reviews of clients' financial plans, making adjustments as needed to meet evolving needs. Utilize our comprehensive training resources to continuously enhance your financial advising skills and knowledge base. Qualifications
Experience in financial planning or a related field, with a passion for helping others achieve their financial goals. Ability to communicate complex financial concepts in a clear and relatable manner, ensuring clients feel informed and empowered. Proven track record of building and maintaining strong client relationships, fostering trust and open dialogue. Strong analytical skills to develop personalized financial strategies that align with clients' unique needs and life stages. Ability to collaborate effectively with team members, sharing insights and strategies to enhance our collective expertise. Commitment to continuous learning, staying informed about industry trends, and regulatory changes to provide up-to-date advice. Compensation
$55,000 - $75,000 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