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Wealth Management Specialist

2 months ago

Vergennes, Vermont, United States Opes One Full time
Opes One Financial Advisor Role

We are seeking highly motivated and driven individuals to join our team as Financial Advisors. As part of the Guardian-Park Avenue Securities network, our representatives prioritize genuine care and responsibility, focusing on providing comprehensive financial planning that combines insurance and wealth management products to protect clients' assets and cash flow through diversified portfolios.

Key Responsibilities:

  • Offer sound financial recommendations to ensure clients' financial security and stability
  • Advocate for clients and build long-lasting, professional relationships
  • Implement innovative financial strategies for client growth and development
  • Engage in continuous training and education to stay up-to-date on industry trends and best practices
  • Expand business through effective prospecting and relationship building

What We Offer:

  • Support: Collaborative teamwork for mutual success and growth
  • Training: Access to resources and training sessions with industry leaders and experts
  • Stability: Backed by a Fortune 250 company with a long-standing reputation for excellence
  • Open-Mindedness: Embracing diversity and promoting a culture of inclusivity and respect

Licensing Requirements:

  • Life and Health Insurance Licenses
  • Securities Industry Exam (SIE), Series 7 and Series 66
  • Opportunities for professional growth and development

Benefits:

  • Commissions, renewal income, and advisory fees
  • 401(k), Pension, Medical, Dental, Vision, Life, Disability benefits
  • Signing Bonus/Training Allowance eligibility
  • Flexible hybrid working environment