Financial Advisor

2 months ago


burlington, United States Gateway Retirement Solutions Full time

Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new clients. This opportunity is significant enough that it is possible that this FA could be adding a junior advisor to assist him/her within the next 12 to 24 months.


Through our full-service broker-dealer, Lincoln Investment, the FA will offer the following solutions:

  • Fee-based/advisory investment accounts
  • Retirement accounts
  • College savings plans
  • Non-qualified investments
  • Insurance
  • Annuities


Qualified Candidates will:

  • Be a self-starter with an entrepreneurial spirit
  • Have a passion for helping others achieve their financial goals
  • Be willing to put the best interest of their clients above their own
  • Have the capacity to provide multiple solutions to clients
  • Have the ability to build and manage client relationships


Desired skills and experience:

  • Bachelor’s degree or equivalent experience
  • 2 years plus of Financial Advisor experience
  • Excellent written and oral communication skills
  • FINRA Series 6 and 65 registrations
  • State insurance license


Company Overview:

Gateway Retirement Solutions (GRS) is committed to helping our clients navigate successfully into, and throughout, their retirement years. We have an independent business model, which allows our insurance agents and investment advisors to provide the most appropriate insurance and investment solutions to our clients. GRS has partnered with American Senior Benefits (ASB), a thriving FMO that has experienced tremendous growth over the last 10 years. This relationship allows our insurance agents to access over 100 insurance companies with outstanding support and case design. On the investment side, GRS has partnered with Lincoln Investment, a broker-dealer founded in 1968. Aligning with Lincoln Investment provides our financial advisors with a platform to assist clients with investment planning and wealth management.


  • Financial Advisor

    3 months ago


    Burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...

  • Financial Advisor

    7 months ago


    Burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...


  • Burlington, Massachusetts, United States DCU Inc. Full time

    We are looking for a highly motivated Financial Services Advisor to join our team at DCU Inc. in Burlington, Massachusetts. In this role, you will be responsible for identifying the financial needs of new and existing members, providing them with personalized solutions, and achieving assigned sales goals.


  • Burlington, Vermont, United States Citizens Full time

    About the RoleWe are seeking a skilled High Net Worth Financial Advisor to join our team at Citizens. As a key member of our wealth management group, you will be responsible for developing and maintaining high-value relationships with clients.Your primary focus will be on building a comprehensive understanding of each client's financial situation and goals,...


  • Burlington, Vermont, United States Baystate Financial Full time

    About the RoleBecome a key member of our team as a Financial Consultant, where you will have the opportunity to build long-term relationships with clients and help them navigate complex financial situations.Your primary focus will be on providing expert guidance on financial planning, investment strategies, and risk management. You will also play a crucial...


  • Burlington, Vermont, United States Bronson Kinkade Consulting Full time

    About Our AgencyBronson Kinkade Consulting is a rapidly expanding agency with a unique opportunity for experienced agents to join our team.Compensation PackageOur commission-based sales role offers limitless earning potential, with uncapped bonuses that could reach up to $150,000 in the first year.Job RoleAs a Business Growth Specialist, you will be...


  • Burlington, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...


  • Burlington, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail Learn...

  • Insurance Broker

    2 weeks ago


    Burlington, Wisconsin, United States COUNTRY Financial Full time

    Unlimited Earning PotentialCOUNTRY Financial Insurance Agents have the freedom to build a rewarding, financially stable career while enriching lives in the communities we serve. With uncapped earning potential and no required buy-in, you can diversify your income through our portfolio of property and casualty, life and health lines.We offer flexible...


  • burlington, United States WestView Investment Advisors Full time

    Position DescriptionTitle: Research Analyst Reports to: CEOBenefits: YesStatus: Full Time; ExemptAbout Us At WestView Investment Advisors, our mission is to help clients financially succeed by partnering with them to grow and protect their assets while managing through all of their life transitions. We take pride in our ability to help clients understand and...


  • Burlington, Vermont, United States Gallagher, Flynn & Company Full time

    About the RoleOur client, a leading aviation services company, is seeking an experienced Chief Financial Officer (CFO) to join their senior leadership team. As CFO, you will be responsible for guiding and overseeing the financial strategy and operations of the company, ensuring its financial health while serving as a strategic advisor to both the CEO and the...

  • Insurance Agent

    2 weeks ago


    Burlington, United States COUNTRY Financial Full time

    Description Have you got what it takes to succeed The following information should be read carefully by all candidates. Were looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for lifes planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the...

  • Insurance Agent

    2 months ago


    Burlington, United States Country Financial Full time

    DescriptionHave you got what it takes to succeed The following information should be read carefully by all candidates.We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.COUNTRY Financial® Insurance Agents have the...

  • Insurance Agent

    4 weeks ago


    Burlington, United States COUNTRY Financial Full time

    Description Have you got what it takes to succeed The following information should be read carefully by all candidates. We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the...


  • Burlington, United States J.R. Simplot Full time

    The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to...


  • Burlington, United States Disability Solutions Full time

    The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to...


  • Burlington, Massachusetts, United States Citizens Full time

    Why Work for Us?We are a customer-centric organization that values collaboration, inclusivity, and professional development. As a Citizens Teller, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional service to our customers.Key Responsibilities:Provide personalized assistance to customers...

  • Insurance Agent

    1 month ago


    Burlington, WI, United States COUNTRY Financial Full time

    Description We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products. COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the...

  • Research Analyst

    1 day ago


    Burlington, United States WestView Investment Advisors Full time

    Position DescriptionTitle: Research Analyst Reports to: CEOBenefits: YesStatus: Full Time; ExemptAbout Us At WestView Investment Advisors, our mission is to help clients financially succeed by partnering with them to grow and protect their assets while managing through all of their life transitions. We take pride in our ability to help clients understand and...

  • Research Analyst

    2 weeks ago


    Burlington, United States WestView Investment Advisors Full time

    Position DescriptionTitle: Research Analyst Reports to: CEOBenefits: YesStatus: Full Time; ExemptAbout Us At WestView Investment Advisors, our mission is to help clients financially succeed by partnering with them to grow and protect their assets while managing through all of their life transitions. We take pride in our ability to help clients understand and...