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:

  • Bachelors 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 weeks ago

    Burlington, Vermont, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Community Bank in Burlington, VT would allow you to join the Investment Program at Community Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    1 week ago

    Burlington, Vermont, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Community Bank in Burlington, VT would allow you to join the Investment Program at Community Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Associate Financial Advisor

    3 weeks ago

    South Burlington, United States Berger Financial Full time

    Job DescriptionJob DescriptionDescription:This position works in tandem with a Senior Financial Advisor to maintain client relationships. Through collaborative and compliant efforts with the Senior Financial Advisor and Berger Financial Group, the goal of this position is to offer custom advice in areas such as investment management and financial planning....

  • Associate Financial Advisor

    1 week ago

    South Burlington, United States Berger Financial Full time

    Job DescriptionJob DescriptionDescription:This position works in tandem with a Senior Financial Advisor to maintain client relationships. Through collaborative and compliant efforts with the Senior Financial Advisor and Berger Financial Group, the goal of this position is to offer custom advice in areas such as investment management and financial planning....

  • Financial Advisor

    3 weeks ago

    Burlington, Vermont, United States tapwage Full time

    Your career path should lead to real opportunityLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in South Burlington, VT would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...

  • Financial Advisor

    1 week ago

    Burlington, Vermont, United States tapwage Full time

    Your career path should lead to real opportunityLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in South Burlington, VT would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...

  • Financial Advisor

    4 weeks 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

    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...

  • Financial Advisor

    1 week 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

    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...

  • Financial Advisor

    1 week 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...

  • Senior Financial Advisor

    4 weeks ago

    Burlington, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • FA Sales Assistant I

    2 weeks 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,...

  • FA Sales Assistant I

    1 week 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,...

  • Senior Accountant

    1 month ago

    Burlington, United States Creative Financial Staffing Full time

    Job Title: Senior Accountant - Financial Services Firm Location: Burlington, MA Company: Leading Financial Services Organization About Us: Welcome to the forefront of financial innovation in Burlington, MA. Our clients' dynamic financial services firm is driven by a commitment to excellence, integrity, and innovation. With a focus on delivering personalized...

  • Senior Accountant

    2 weeks ago

    Burlington, United States Creative Financial Staffing Full time

    Job Title: Senior Accountant - Financial Services Firm Location: Burlington, MA Company: Leading Financial Services Organization About Us: Welcome to the forefront of financial innovation in Burlington, MA. Our clients dynamic financial services firm is driven by a commitment to excellence, integrity, and innovation. With a focus on delivering personalized...

  • Insurance Advisor

    4 weeks ago

    Burlington, United States Kushner Financial (SFG) Full time

    Job Description Job Description Who We Are: The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

  • Insurance Advisor

    4 weeks ago

    Burlington, United States Kushner Financial (SFG) Full time

    Job DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

  • Insurance Advisor

    1 week ago

    Burlington, United States Kushner Financial (SFG) Full time

    Job DescriptionJob DescriptionWho We Are:The Kushner Agency is a father-daughter owned multi-million dollar insurance agency. Our contracted agents work from our Cocoa Beach office or remotely from their homes. We have strong relationships with over 30 A-rated insurance carriers who equip us to help families find life insurance and retirement planning...

  • Portfolio Administrator

    3 weeks ago

    South Burlington, United States Broadlake Financial Management Full time

    Would you like to be part of a team that values motivation, autonomy and personal growth? Broadlake Financial Management is an independently owned, investment advisory firm located in South Burlington, VT. Founded in 1989, our culture is client focused, collegial and collaborative with a belief that a well-balanced work/life environment creates the...