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Financial Advisor

1 month ago

Burlington, United States Gateway Retirement Solutions Full time

Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new clients. This opportunity is significant enough that it is possible that this FA could be adding a junior advisor to assist him/her within the next 12 to 24 months.


Through our full-service broker-dealer, Lincoln Investment, the FA will offer the following solutions:

  • Fee-based/advisory investment accounts
  • Retirement accounts
  • College savings plans
  • Non-qualified investments
  • Insurance
  • Annuities


Qualified Candidates will:

  • Be a self-starter with an entrepreneurial spirit
  • Have a passion for helping others achieve their financial goals
  • Be willing to put the best interest of their clients above their own
  • Have the capacity to provide multiple solutions to clients
  • Have the ability to build and manage client relationships


Desired skills and experience:

  • Bachelor’s degree or equivalent experience
  • 2 years plus of Financial Advisor experience
  • Excellent written and oral communication skills
  • FINRA Series 6 and 65 registrations
  • State insurance license


Company Overview:

Gateway Retirement Solutions (GRS) 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. GRS has partnered with American Senior Benefits (ASB), a thriving FMO that has experienced tremendous growth over the last 10 years. This relationship allows our insurance agents to access over 100 insurance companies with outstanding support and case design. On the investment side, GRS has partnered with Lincoln Investment, a broker-dealer founded in 1968. Aligning with Lincoln Investment provides our financial advisors with a platform to assist clients with investment planning and wealth management.