๐Ÿ’ผ Financial Advisor

Company
Gateway Retirement Solutions
Location
Burlington, VT
Date posted
2025-01-13
Job Type
None
Industry
Accounting / Finance
Description
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...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management