Our goal is to become the most sought-after retirement planning firm.
To do this, we need your help.
Everyone is invited to do their best work here.
Take a close look at our DNA and you'll find employees who strongly believe going to work every day shouldn’t feel like a drag, are truly inspired to help others, and relish the opportunity to thrive.
While we admit we're not perfect, we’re doing our best to make Vision Retirement an amazing place to work.
If you’d like to join our team, apply below. Even if you don't see a position perfectly aligned with your skills, submit your resume anyway! We take pride in our ability to create new opportunities if it means adding top talent to our team.
Open Positions
Associate Financial Advisor
We’re a growing independent RIA (registered investment advisor) firm seeking an Associate Financial Advisor to assist us in our mission of providing clarity and guidance to clients so they can enjoy a comfortable and stress-free retirement. While this position is for our Ridgewood, New Jersey headquarters, you'd be expected to visit our Poughkeepsie, NY office up to three times a week.
As we’re in the midst of launching the next new and exciting phase of our business (we call it Vision 2.0), you’ll have a unique opportunity to play a very significant role in our success and work in an environment where your input really counts.
Here at Vision Retirement, we share lots of laughs and do good at the same time—through our philanthropy program, VisionGives, we give back a minimum of 10% of our profits to local charity organizations. While we admit we aren’t perfect, we are doing our best to make Vision Retirement the most sought-after retirement planning firm—by both clients and employees.
What You’ll Be Doing
For starters, you’ll be required to live our values. These are what we base all of our decisions on, including who we promote. With that said, your primary responsibilities will be to deliver outstanding experiences to our clients and maintain and develop those relationships. Here are some specifics:
• Retain and grow client assets under management (AUM)
• Prepare and present materials for clients based on information gathered
• Work jointly with other financial advisors and our operations team to ensure a consistent client experience
• Attract new clients into the firm and grow their relationships
Things We Require
First and foremost is a passion to help others. A bachelor’s degree with experience in financial planning and/or investment advisory is also required along with excellent verbal, written, presentation, and interpersonal skills. We also require that you either come with a CFP® designation or are close to completing the program.