Financial Advisor GuideWorth AdvisorsFinancial AdvisorSouth Burlington, VermontGuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Financial Advisor Jambalaya GroupFinancial AdvisorSouth Burlington, VT$75,000–$100,000GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorWaterbury, VT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteVTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Associate - Rutland, Vermont TD BankFinancial Advisor Associate - Rutland, VermontRutland, VermontThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Rutland, Vermont The Toronto-Dominion BankFinancial Advisor Associate - Rutland, VermontRutland, VT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor - Rutland, Vermont TD BankFinancial Advisor - Rutland, VermontRutland, VermontEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Rutland, Vermont The Toronto-Dominion BankFinancial Advisor - Rutland, VermontRutland, VT$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor Trainee - Burlington, Vermont The Toronto-Dominion BankFinancial Advisor Trainee - Burlington, VermontBurlington, VT$25.75–$38.50 / hourYou will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Senior Portfolio Manager - Nottingham Advisors (On-Site) Community Financial System, Inc.Senior Portfolio Manager - Nottingham Advisors (On-Site)Williston, VermontFull timeManage assigned divisional accounts including but not limited to the following: Analyzing requirements of assigned accounts by reviewing account agreements and/or legal instruments, determining cash requirements, and anticipating tax consequences; Preparing complete account analysis and documentation. Strong reading, writing, grammar, computer, and mathematics skills; strong interpersonal relations and communicative skills; a thorough knowledge of investments, trust services, and employee benefit services; valid drivers license.
Personal Financial Representative - VT AllstatePersonal Financial Representative - VTLincoln, VermontYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.
Wealth Managment Advisor Burlington, VT Selby Jennings LtdWealth Managment Advisor Burlington, VTBurlington, VTThe Wealth Advisor will have the advantage of stepping into an existing book of HNW clients and will be responsible for delivering comprehensive financial guidance, deepening relationships, and growing their practice within a supported, high-quality platform. In addition, advisors benefit from a robust and highly competitive benefits package, including comprehensive healthcare coverage, a strong retirement program, and additional resources designed to support long-term financial and personal well-being.
Private Client Advisor KeyCorpPrivate Client AdvisorBurlington, VTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorBurlington, VTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Wealth Advisor - Vermont Federal Credit Union LPL Financial ServicesWealth Advisor - Vermont Federal Credit UnionBurlington, VT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Advisor - Vermont Federal Credit Union LPL FinancialWealth Advisor - Vermont Federal Credit UnionBurlington, Vermont$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
PCS Senior Trust Advisor - Philadelphia, PA The Toronto-Dominion BankPCS Senior Trust Advisor - Philadelphia, PABurlington, VT$115,440–$186,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Meets with clients regularly to review proposals, obtains feedback and makes any necessary changes and assists with plan implementation as appropriate, providing assistance with portfolio management, estate planning, charitable planning and tax matters.
Automotive Service Advisor Berlin City Auto GroupAutomotive Service AdvisorWilliston, Vermont$100,000–$110,000 / yearConsistent with those requirements, Summit Automotive Partners will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to perform the job's essential functions unless doing so would create an undue hardship. Whether answering and making phone calls and emails or assisting service customers face to face, you'll be responsible for ensuring every customer has a positive, lasting experience with Berlin City Auto Group.
Student Success Advisor Vermont State UniversityStudent Success AdvisorLyndon, VermontServe as student success advisor for an assigned caseload of undergraduate students who are in their first year at VTSU, that includes working collaboratively across departments and within Student Success to achieve Vermont State University student success goals, the university’s mission and vision, accessibility requirements, and diversity, equity, and inclusion initiatives. Abilities: Demonstrated ability to positively influence student skill development, such as communication skills, leadership skills, academic skills, technical skills, non-cognitive or ‘soft’ skills, and social skills.
Online Enrollment Advisor Vermont State UniversityOnline Enrollment AdvisorWilliston, Vermont$48,000–$55,000 / yearCollaborate with academic programs, admissions operations, student services, marketing, and enrollment leadership to advance online program growth objectives and ensure a seamless inquiry to enrolled student experience.• Apply data informed practices and enrollment analytics to monitor recruitment activity, outreach effectiveness, applicant progression, and enrollment conversion for online programs.• The position leverages virtual engagement, CRM technologies, and data-informed strategies to recruit, advise, and enroll prospective students, with a focus on adult learners, transfer students, and other non-traditional populations while supporting enrollment growth and student success.