Financial Planner

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

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.