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Jambalaya Group

Financial Advisor

Wealth Management & Financial AdvisoryUpdated on Nov 13
Full-timeSouth Burlington, VT, USA

About the Job

Requirements

  • A minimum of five years of experience as a financial advisor is required.
  • Hold Series 7, Series 66, and Life & Health licenses.
  • Strong interpersonal and communication skills are required.
  • Be highly organized, detail-oriented, and proactive.

Responsibilities

  • Build and nurture client relationships, providing service and advice tailored to clients’ financial goals.
  • Prepare client meetings with accurate documentation and conduct diligent follow-up afterward.
  • Develop comprehensive financial plans and provide well-researched investment recommendations.
  • Execute trades and transactions accurately while staying informed on market trends.
  • Proactively engage with clients to understand evolving needs and introduce additional services.
  • Service existing practice clients while developing a personal book of business; engage with referrals, prospects, and the advisor’s natural market.

Desired Qualifications

  • The CFP designation is strongly preferred.
  • An existing book of business is preferred, but not required.

About the Company

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