Financial Services Professional

2 weeks ago


Vergennes, Vermont, United States Opes One Full time
Opes One Career Opportunity

At Opes One, we are seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities:

  • Provide expert financial guidance to clients, helping them make informed decisions about their financial security.
  • Act as a trusted advisor, building strong relationships with clients and advocating for their interests.
  • Develop and implement customized financial strategies to help clients achieve their goals.
  • Stay up-to-date with industry developments and advancements, ensuring you have the knowledge and skills to provide exceptional service.
  • Grow your business by identifying new opportunities and cultivating relationships with potential clients.

What We Offer:

  • A supportive team environment, where collaboration and mutual support lead to greater success.
  • Comprehensive training and development opportunities, led by experienced advisors and industry experts.
  • The stability and security of a Fortune 250 company, with a strong commitment to your success.
  • A culture that values diversity and recognizes the strength of different perspectives and backgrounds.

Licensing Requirements:

  • Life and Health Insurance Licenses.
  • Securities Industry Exam (SIE), Series 7 and Series 66.

Benefits:

  • Competitive compensation, including commissions, renewal income, and advisory fees.
  • Unlimited earning potential, with opportunities for growth and advancement.
  • A comprehensive benefits package, including 401(k), Pension, Medical, Dental, Vision, Life, and Disability coverage.
  • A signing bonus and training allowance, upon eligibility.
  • A hybrid working space with flexible hours.


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