Fiduciary Financial Advisor: Growth Path

One Day in July; Rutland (VT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

401k plan with low-cost index funds

Paid vacation

Extensive on-the-job training

Commission program

Job summary

A growing investment firm in Rutland, VT is seeking an Associate Financial Advisor responsible for onboarding new clients and managing existing relationships. The role involves analyzing assets, processing client requests, and coordinating with the Investment Desk. Ideal candidates will have a Series 65 license and a passion for finance. This position offers ample opportunity for growth with extensive on-the-job training.

Qualifications

• Hold a Series 65 or equivalent license.
• Be an excellent communicator, both written and verbal.
• Possess a positive attitude and tremendous grit.
• Enjoy managing long-term client relationships.

Responsibilities

• Onboard new clients and manage client relationships.
• Analyze client asset allocations.
• Process paperwork and client requests.
• Coordinate trading and rebalancing with the Investment Desk.

Skills

Excellent communication

Interest in investing and finance

Ability to prioritize

Trust development skills

Attention to detail

Proactiveness

Education

Series 65 or equivalent license

Tools

CRM software

Job description

A growing investment firm in Rutland, VT is seeking an Associate Financial Advisor responsible for onboarding new clients and managing existing relationships. The role involves analyzing assets, processing client requests, and coordinating with the Investment Desk. Ideal candidates will have a Series 65 license and a passion for finance. This position offers ample opportunity for growth with extensive on-the-job training.