We have other current jobs related to this field that you can find below

  • 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

    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...

  • Remote Financial Advisor In-Training

    2 months ago

    Burlington, United States Right Hire Consulting Llc Full time

    Are you in need of a drastic career change? Have you always had a love for finance and investing? Looking for a solid job and just can't seem to find the right profession? We have a unique opportunity for individuals who want to become a Financial Advisor but have no licenses/registrations, no experience, and no book of business. We even partner with local...

  • Financial Advisor

    1 week ago

    South Burlington, United States Edward Jones Full time

    Job Description Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

  • Wealth Strategies Advisor

    4 weeks ago

    Burlington, United States Cetera Investment Services LLC Full time

    The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Wealth Strategies Advisor

    2 months ago

    Burlington, United States Cetera Investment Services LLC Full time

    The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Wealth Strategies Advisor

    2 months ago

    Burlington, United States Cetera Investment Services LLC Full time

    The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • FA Sales Assistant I

    3 months ago

    Burlington, United States Johnson Financial Group Full time

    Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development,...

  • Wealth Strategies Advisor

    2 months ago

    Burlington, United States Heritage Bank Full time

    Base Salary Range $67,724.00 annual, plus production incentive. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you’ll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set,...

  • Style Advisor

    3 weeks ago

    Burlington, United States Aritzia Full time

    THE TEAM The mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. THE OPPORTUNITY Aritzia is growing, and our Sales team in Retail is growing with it. As a Style Advisor, you will be responsible for delivering flawless Right Selling and Right Servicing to every client. And, with...

  • Service Advisor

    4 weeks ago

    Burlington, United States Aritzia Full time

    THE TEAM The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences. THE OPPORTUNITY Aritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for delivering highly elevated service to support loyal, enduring relationships with...

  • Financial Consultant

    3 weeks ago

    Burlington, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 weeks ago

    Burlington, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • FA Sales Assistant I III

    2 months ago

    Burlington, United States Johnson Bank Full time

    JOB REQUIREMENTS: Job Description Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable...

  • Paraplanner

    2 months ago

    Burlington, United States Transcend Practice Management Full time

    FINANCIAL PARAPLANNER Location = Burlington, WA (in office) Salary = $65,000 to $75,000 The best and brightest advisors always have choices in the wealth management arena. Working with our client's growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm collaboratively to bring our values...

  • Paraplanner

    2 months ago

    Burlington, United States Transcend Practice Management Full time

    FINANCIAL PARAPLANNER Location = Burlington, WA (in office) Salary = $65,000 to $75,000 The best and brightest advisors always have choices in the wealth management arena. Working with our client's growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm collaboratively to bring our values...

  • Paraplanner

    2 months ago

    Burlington, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm...

  • Investment Desk Associate

    2 months ago

    Burlington, United States One Day In July LLC Full time

    Job ID:  009IND Location:  Burlington, Vermont Status:  Full time Salary: $70,000+ commensurate with experience We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team. One Day In July provides personalized investment management and fiduciary financial advice, generally...

  • Assistant Store Manager

    2 months ago

    Burlington, United States Community Choice Financial Family of Brands Full time

    Overview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...

  • Paraplanner

    2 months ago

    Burlington, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come.Our firm...

Financial Advisor

1 month 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.

#J-18808-Ljbffr