About this role
Associate Financial Advisor at The Vermont Agency. Location: Albany, New York, United States. Role: Serve clients, Develop profiles, Create plans Requirements: Bachelor's in business or finance; Life Insurance license; FINRA licenses preferred; strong communication and math skills; MS Office/CRM familiarity. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Financial Planning Software, Google Suite, CRM Systems Certifications: life insurance Commitment: Full Time Workplace: Onsite Languages: English