NewBranch Office Administrator Edward JonesBranch Office AdministratorSpringfield, VTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorVT$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.
NewFinancial Advisor GuideWorth AdvisorsFinancial AdvisorBurlington, 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 - 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. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
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 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.
Senior Home Lending Advisor - Burlington VT - Burlington Branch JPMorgan Chase & CoSenior Home Lending Advisor - Burlington VT - Burlington BranchSouth Burlington, VTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerMontpelier, VT$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Wealth Advisor - Vermont Federal Credit Union LPL Financial Holdings IncWealth Advisor - Vermont Federal Credit UnionBurlington, VT$58,500–$70,000 / yearIf required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58500 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) 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 Registration (If required by the state of hire.
Wealth Advisor M&T Bank CorpWealth AdvisorRutland, VT$116,400–$194,000 / yearEducation and Experience Required: • Bachelors degree and a minimum of 7 years sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience, including a minimum of 3 years sales experience in the high net worth and ultra high net worth client segment. • Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess clients current financial situation, goals and objectives to determine solutions through the financial planning process.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesSouth Burlington, VT$22.95–$34.42 / hourYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Wealth Advisor Wilmington TrustWealth AdvisorRutland, VermontEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMontpelier, VT$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerMontpelier, VT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Account Executive – Financial Services SageAccount Executive – Financial ServicesMontpelier, VTWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Senior Financial Analyst - Investment Management National Life Holding CompanySenior Financial Analyst - Investment ManagementVT$75,000–$110,000 / yearWorking closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Senior Accountant of Financial Reporting-GAAP National Life Holding CompanySenior Accountant of Financial Reporting-GAAPVT$86,625–$127,050 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This position is integral to the Company's external financial reporting function, with primary responsibility for core financial statements including the statement of cash flows, statement of equity, and related disclosures, as well as management and board-level reporting.
NewAssociate Analyst, Financial Planning & Analysis - Capital Management National Life Holding CompanyAssociate Analyst, Financial Planning & Analysis - Capital ManagementMontpelier, VT$64,125–$94,050 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This role is responsible for running and maintaining capital forecasting models, validating quarterly capital results, preparing analysis and presentation materials, and supporting scenario and sensitivity work used to evaluate current and future capital positions.
Senior Financial Analyst, Commercial (REMOTE) Revvity IncSenior Financial Analyst, Commercial (REMOTE)VT, VTRemote$79,000–$100,000 / yearAs a trusted advisor to commercial leaders, youll own the full commercial income statement-from forecasting and reporting to deep-dive analysis-while partnering closely with cross-functional teams to shape strategic decisions. Overview: Join Revvity as a USCAN Commercial Senior Financial Analyst and become the strategic finance partner driving commercial success across our Platform and Reagents Segments in North America.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateSaint Johnsbury, VTFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorRutland, VTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Associate Institutional Relationship Manager - Burlington, VT The Toronto-Dominion BankAssociate Institutional Relationship Manager - Burlington, VTBurlington, VT$72,280–$108,160 / yearThe Associate Institutional Relationship Manager partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business through supporting business development efforts, responding Request-For-Proposals (RFP), and interfacing with OneTD partners. Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and in support of securing new clients with potential investment needs.
Divisional Wealth Management Consultant - Albany/Vermont/Maine/New Hampshire The Capital Group Companies, Inc.Divisional Wealth Management Consultant - Albany/Vermont/Maine/New HampshireMontpelier, VTIn addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Senior Portfolio Manager - Nottingham Trust (On-Site) Community Bank, N.A.Senior Portfolio Manager - Nottingham Trust (On-Site)Williston, VTManage 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. Skills: 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.
Associate Institutional Relationship Manager - Burlington, VT TD BankAssociate Institutional Relationship Manager - Burlington, VTBurlington, VermontThe Associate Institutional Relationship Manager partners with other Institutional Relationship Managers (IRM), Institutional Investment Advisors, and Captive Specialty Practice subject matter experts (SME) to grow the Institutional business through supporting business development efforts, responding Request-For-Proposals (RFP), and interfacing with OneTD partners. Partners with Institutional Relationship Managers, Institutional Investment Advisors, Specialty Practice SME, and Corporate Trust Advisors to ascertain investment needs of TD Wealth clients to increase wallet share and in support of securing new clients with potential investment needs.
Client Service Associate Morgan StanleyClient Service AssociateColchester, VermontOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateColchester, VermontOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
NewTax Preparer & Planning Assistant Berkshire BankTax Preparer & Planning AssistantRutland, VT$21.55–$36.63 / hourProvides support to all areas of the Berkshire Banc Investment Services team as needed including other duties as necessary to ensure customer service excellence and smooth operations of the department. Acts as a liaison to clients by handling telephone inquiries, setting up appointments with investment advisors, forming strong working relationship with client base.
VP, Affiliated Distribution National Life Holding CompanyVP, Affiliated DistributionMontpelier, VTIn partnership with the EVP of Affiliated Distribution, provide expertise and leadership to internal teams to influence product strategy, enhance customer service and marketing, and improve operational effectiveness. Excellent communication skills (verbal and written), with a proven ability to dynamically represent National Life Group in various communication channels, such as presentations at conferences, in committees, agency leadership meetings.
Operational Risk Analyst Fiserv IncOperational Risk AnalystVTA successful Operational Risk Analyst identifies, assesses, and mitigates risks arising from internal processes, systems, and external fraud events to prevent financial loss, reputational damage, and regulatory breaches. Work with cross-functional teams to facilitate financial transactions, embed a risk-aware culture, and provide training on best practices.
Associate, Portfolio Analytics Ares OperationsAssociate, Portfolio AnalyticsWest Hartford, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
HCM Sales Executive Asure Software IncHCM Sales ExecutiveBurlington, VT$65,000–$80,000 / yearOur HCM Sales Executive is responsible for building business relationships with new and prospective clients, as well as current customers, and creating new revenue opportunities for the companys platform of Human Capital Management solutions. Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asures mailing address, fax machine, or email address directly to employees or hiring managers, will be considered Asure property.
Compensation Program Manager - Asset Management National Life Holding CompanyCompensation Program Manager - Asset ManagementVT$101,250–$148,500 / yearThe associate in this role will work partner with NLG Capital leadership team on a wide range of compensation responsibilities specific to the Asset Management industry including managing incentive plans, providing consultation and support to business leaders on compensation policies and processes, and leading ad-hoc Compensation projects. The Compensation Program Manager - Asset Management is a key role in the National Life People Center and NLG Capital that will help ensure our Compensation policies, programs, and processes are designed, implemented, and executed in line with our Compensation Guiding Principles and reflective of our Compensation Philosophy.
NewDirector, Portfolio Management National Life Holding CompanyDirector, Portfolio ManagementMontpelier, VT$127,500–$187,000 / yearThis role partners closely with technology domain leadership, business owners, delivery leaders, Project Managers, enterprise portfolio partners, and governance forums to ensure the domain is focused on the highest-value work at the right time. This role translates strategic objectives into executable short-term portfolio plans, ensuring the organization has a clear, fact-based view of requested work, committed work, available capacity, dependencies, execution constraints, and tradeoffs required to deliver meaningful business and technology impact.
Designer The Jones Payne GroupDesignerBurlington, VermontIn this role, you will be involved in all aspects of project design and delivery for the BTV Sound Insulation Program, including: Field Surveys : Conduct thorough field surveys of local residences to accurately document existing architectural conditions. This is an excellent opportunity for an early-career architect to work in a collaborative, supportive environment alongside principals, project managers, designers, and other team members while developing strong technical skills and making a meaningful impact on the communities we serve.
VP, Affiliated Distribution National Life Insurance CompanyVP, Affiliated DistributionVermontIn partnership with the EVP of Affiliated Distribution, provide expertise and leadership to internal teams to influence product strategy, enhance customer service and marketing, and improve operational effectiveness. You will also lead a dedicated sales team to develop new and emerging business and achieve consistent growth in life and annuity sales while helping to grow and expand advisor sales though the broker dealer, Equity Services, Inc.
Associate Director, Tax Accounting National Life Holding CompanyAssociate Director, Tax AccountingMontpelier, VT$110,625–$162,250 / yearThe Associate Director plays a key leadership role within the tax function and is responsible for managing the income tax provision and return related activities, ensuring accurate tax reporting, timely compliance with federal, state, and local tax requirements, and strong internal controls across the tax function. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.
Business Development Executive (MedInsight) Milliman IncBusiness Development Executive (MedInsight)South Burlington, VTRemote$120,635–$199,065 / yearMedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions. Primary Responsibilities: Develop deep expertise in MedInsight's risk adjustment software and analytics, and in the surrounding market (CMS-HCC models, RADV, quality programs, value-based care, and the competitive landscape) to engage prospects as a credible advisor.
Designer The Jones Payne Group IncDesignerBurlington, VTFull timeIn this role, you will be involved in all aspects of project design and delivery for the BTV Sound Insulation Program, including: Field Surveys : Conduct thorough field surveys of local residences to accurately document existing architectural conditions. This is an excellent opportunity for an early-career architect to work in a collaborative, supportive environment alongside principals, project managers, designers, and other team members while developing strong technical skills and making a meaningful impact on the communities we serve.