Associate Financial Advisor

Manchester Center, Vermont
Jun 20, 2019
Jul 20, 2019
Job Role
Wealth Advisor
Employment Type
Full Time
Entry Level

We are looking to hire a financial advisor or tax professional to join our team.  This is an entry-level opportunity for long term success in the financial services sector.  Candidate must have a bachelor’s degree and a strong interest in personal finance, taxes, investment strategies, financial planning, and portfolio management.

Responsibilities and Duties:

  • Assess the client’s overall financial picture, understand their needs and develop a solid financial plan
  • Build and maintain long-term client relationships
  • Prepare and interpret financial document summaries, investment performance reports, and income projections
  • Compile and review tax returns
  • Manage and update client portfolios
  • Comply with all industry rules and regulations


  • Bachelor's degree in finance, accounting, or related field
  • Experience with portfolio management and financial planning software
  • Excellent verbal and written communication skills


  • Designations: CFP®, CPA/PFS, CFA® 
  • FINRA Series 63 and 65 licenses - required to be obtained within 8 months of employment.