Entry-Level Financial Planner — Grow in Risk & Retirement

The Vermont Agency; City of Albany (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

WizeHire, Inc. seeks an entry-level financial advisor to help clients identify and achieve financial goals through a variety of planning services. The role offers growth and the chance to develop skills in a wide range of financial planning areas.

Join our team to gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options.

Responsibilities

• Identify and analyze clients' financial needs and goals.
• Assist in risk management and estate planning considerations.
• Support debt and investment management planning.
• Introduce clients to real estate, retirement planning, mutual funds, and investment options.

Job description

WizeHire, Inc. seeks an entry-level financial advisor to help clients identify and achieve financial goals through a variety of planning services. The role offers growth and the chance to develop skills in a wide range of financial planning areas.

Join our team to gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and other investment options.