No prior financial experience is necessary--we provide the tools and resources to help you succeed. What you will receive: * Flexible schedule with remote and in-person work options. * Full benefits ...
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No prior financial experience is necessary--we provide the tools and resources to help you succeed. What you will receive: * Flexible schedule with remote and in-person work options. * Full benefits ...
New
No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full ...
No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full ...
Asset & Wealth Management - Renewable Energy Tax Senior Associate
Montpelier, VT · On-site
$77K - $214K/yr
You will review and analyse financial data, prepare and file tax returns, and assist businesses in ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
Asset & Wealth Management - Renewable Energy Tax Senior Associate
Montpelier, VT · On-site
$77K - $214K/yr
You will review and analyse financial data, prepare and file tax returns, and assist businesses in ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
Entrylevel Financial Advisor information
What is the difference between Entrylevel Financial Advisor vs Financial Planner?
| Aspect | Entrylevel Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 7, Series 66, or 63; possibly CFP | CFP, ChFC, or similar certifications often preferred |
| Work Environment | Financial firms, banks, or advisory firms; client-facing | Independent or firm-based; client-focused financial planning |
| Job Focus | Sales, client onboarding, basic financial advice | Comprehensive financial planning, investment strategies |
While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.
What are popular job titles related to Entrylevel Financial Advisor jobs in Vermont?
For Entrylevel Financial Advisor jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Vermont look for?
The top searched job categories for Entrylevel Financial Advisor jobs in Vermont are:
Job description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.
What you will receive:
• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
•Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
$50,000 - $75,000 at plan earnings
Responsibilities:
- Utilize marketing tools and resources to grow your client base.
- Develop client relationships and provide tailored financial strategies.
- Ensure compliance with financial industry standards and licensing requirements.
- Participate in structured coaching and mentorship programs.
- Attend virtual and in-person training to enhance financial expertise.
Qualifications:
- Self-motivated, coachable, and driven to succeed.
- No prior financial experience is required, and comprehensive training is included.
- Demonstrated leadership or a proven track record of success.
- Excellent communication and relationship-building abilities.
- Must be authorized to work in the US.
About Company
Our mission is clear: To Dramatically Impact the Lives of Others
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
About Vermont Agency
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Colchester, VT, US
Year founded
2005