Investment Consultant

2 months ago


Burlington, Vermont, United States Gateway Retirement Solutions Full time

Gateway Retirement Solutions is seeking a skilled Financial Advisor (FA) to join our dynamic team. The FA will collaborate with licensed insurance professionals to assist both current clients and potential customers in their investment and retirement strategies. Additionally, the FA will play a key role in attracting new clientele. This position offers the potential for growth, including the possibility of mentoring a junior advisor in the near future.

Through our comprehensive broker-dealer partnership with Lincoln Investment, the FA will provide a range of financial solutions, including:

  • Advisory investment accounts
  • Retirement savings plans
  • Educational savings accounts
  • Non-qualified investment options
  • Insurance products
  • Annuities

Ideal candidates will possess:

  • A proactive and entrepreneurial mindset
  • A genuine desire to assist clients in reaching their financial aspirations
  • A commitment to prioritizing clients' best interests
  • The ability to offer diverse financial solutions
  • Strong skills in client relationship management

Preferred qualifications include:

  • A bachelor's degree or relevant experience
  • Over two years of experience as a Financial Advisor
  • Exceptional verbal and written communication abilities
  • FINRA Series 6 and 65 licenses
  • A valid state insurance license

Company Overview:

At Gateway Retirement Solutions (GRS), we are dedicated to guiding our clients through their retirement journey. Our independent business model empowers our financial advisors and insurance agents to deliver tailored insurance and investment solutions. GRS has established a strategic partnership with American Senior Benefits (ASB), a rapidly growing FMO, enabling our agents to access a wide array of insurance providers with robust support and case design. On the investment front, our collaboration with Lincoln Investment, a broker-dealer with a long-standing history, equips our financial advisors with the necessary tools to aid clients in investment planning and wealth management.


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