Financial Services Professional

3 days ago


Burlington, Vermont, United States Gateway Retirement Solutions Full time
Gateway Retirement Solutions: A Leader in Retirement Planning

At Gateway Retirement Solutions, we are committed to helping our clients navigate the complexities of retirement planning with confidence and clarity. As a Financial Advisor, you will play a critical role in delivering exceptional service and expertise to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, incorporating investment, insurance, and retirement solutions
  • Provide expert guidance on investment and insurance products, ensuring clients receive the best possible advice
  • Build and maintain strong relationships with clients, understanding their unique needs and goals
  • Stay up-to-date on industry trends and regulatory changes, ensuring clients receive the most current and accurate information
  • Collaborate with internal teams to deliver seamless client experiences and drive business growth
Requirements:
  • Bachelor's degree or equivalent experience in a related field
  • Minimum 2 years of experience in financial services, with a focus on retirement planning and investment advice
  • Strong communication and interpersonal skills, with the ability to build trust with clients
  • FINRA Series 6 and 65 registrations, as well as state insurance licenses
  • Entrepreneurial spirit and passion for helping others achieve their financial goals
About Us:

Gateway Retirement Solutions is a leading provider of retirement planning and investment solutions, committed to delivering exceptional service and expertise to our clients. We have partnered with American Senior Benefits and Lincoln Investment to offer a comprehensive range of products and services, ensuring our clients receive the best possible advice and support.



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