Financial Consultant

4 days ago

Albany, NY, United States The Vermont Agency Full time

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Willing to study and obtain a Life Insurance license Compensation: $50,000 - $100,000

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Compensation:
$50,000-$100,000 per year

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