Want to Start a Career as a Financial Advisor?
Join our team and build the skills, knowledge, and confidence to grow a successful career in financial services. You’ll work alongside experienced Senior Financial Advisors, supporting new clients and smaller existing accounts while receiving hands-on training, mentorship, and professional development throughout your career.
You’ll learn how to establish meaningful client relationships from the very beginning, understand financial needs, develop comprehensive financial plans, and build the presentation and implementation skills needed to help clients work toward their goals.
We believe in supporting our people as they grow. With ongoing training, mentorship from experienced professionals, and flexible scheduling, you’ll have the resources and autonomy to develop your career while creating a meaningful impact for the individuals, families, and communities you serve.
Our culture is legacy-driven and relationship-focused. We’re committed to building a business that makes a lasting difference—not only for the clients we serve today, but for generations to come.
Ideal Qualifications Include:
- At least two years of business or sales experience
- Knowledge of or previous experience working with life insurance for financial planning purposes
- Vermont State Life, Accident & Health Insurance License, or willingness to obtain
- Some form of Equities Licensing (SIE, Series 6, Series 7, Series 63, Series 65, or Series 66), or willingness to obtain
- A desire to learn, grow, and build a long-term career in financial services
- Strong relationship-building and communication skills
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: In person
