Financial Consultant

5 days ago


Burlington, Vermont, United States Gateway Retirement Solutions Full time

Gateway Retirement Solutions is seeking an experienced Financial Advisor to join our team. As a key member of our team, you will work closely with our licensed insurance agents to help clients and prospects with their investment and retirement planning solutions.

Key Responsibilities:

  • Help clients and prospects with investment and retirement planning solutions
  • Work closely with licensed insurance agents to provide comprehensive solutions
  • Generate new clients and business opportunities

Requirements:

  • 2+ years of experience as a Financial Advisor
  • Bachelor's degree or equivalent experience
  • FINRA Series 6 and 65 registrations
  • State insurance license

About Us:

Gateway Retirement Solutions is committed to helping our clients navigate successfully into, and throughout, their retirement years. We have an independent business model that allows our insurance agents and investment advisors to provide the most appropriate insurance and investment solutions to our clients.


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