Associate Financial Planner

Job overview

The Associate Financial Planner role is onsite in Albany, NY. Compensation is $50,000–$70,000 per year. The role supports The Vermont Agency’s financial services work and its mission to dramatically impact lives by helping families plan for financial stability. The planner works with clients to understand their financial circumstances and goals, then develops tailored plans and recommendations. Building trusted client relationships and providing data-informed guidance contributes to clients’ long-term financial planning.

What you'll do

• Compile client financial profiles
• customize financial plans to clients’ circumstances and evolving needs
• recommend financial products, plans, and investments
• develop relationships with new clients
• participate in team education and training.

What we're looking for

Skills & competencies

associate financial planner

albany ny

the vermont agency

financial services

client financial profiles

financial planning

investment recommendations

client relationships

bachelor's degree required

$50k–$70k per year

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive support, training, and resources to establish and grow a practice.

Why this role

Entry-level opportunity with structured support and training. A bachelor’s degree in business administration, finance, or a related field is required; Series 7 and 63/66 credentials are a bonus, and willingness to obtain a Life Insurance license is requested.

About the employer

The Vermont Agency is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.