Financial Services Professional

5 days ago


Burlington, Vermont, United States Gateway Retirement Solutions Full time
Financial Advisor Opportunity

Gateway Retirement Solutions is seeking an experienced Financial Advisor to join our team in the Burlington, Vermont area. As a Financial Advisor, you will work closely with licensed insurance agents to help existing clients and prospects with their investment and retirement planning solutions. Your responsibilities will include generating new clients and providing multiple solutions to clients, including fee-based investment accounts, retirement accounts, college savings plans, non-qualified investments, insurance, and annuities.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Provide investment and insurance solutions to clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and best practices
Requirements:
  • Bachelor's degree or equivalent experience
  • 2+ years of Financial Advisor experience
  • Excellent written and oral communication skills
  • 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, which allows our insurance agents and investment advisors to provide the most appropriate insurance and investment solutions to our clients. We have partnered with American Senior Benefits and Lincoln Investment to provide our clients with a wide range of solutions.



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