NewBranch Office Administrator Edward JonesBranch 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSouth Burlington, 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 - 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 Associate - Rutland, Vermont The Toronto-Dominion BankFinancial Advisor Associate - Rutland, VermontRutland, VT$61,880–$92,560 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The 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.
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.
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.
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.
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 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.
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.
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 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 - 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 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 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.
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.
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.
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.
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.
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.
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.
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.
NewMortgage Loan Consultant (Base Pay + Commission) Community Bank, N.A.Mortgage Loan Consultant (Base Pay + Commission)Burlington, VTGrow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.
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.
Insurance Agent with Training New England Region - Modern Woodmen of AmericaInsurance Agent with TrainingNewport, VTThe New England Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Through hands-on training and leadership development, we aim to elevate the New England Region from good to great, striving to become one of the top fraternal regions in the nation while giving back and strengthening the communities we proudly serve.
NewMortgage Loan Consultant (Base Pay + Commission) Community Financial System, Inc.Mortgage Loan Consultant (Base Pay + Commission)Burlington, VermontFull timeGrow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.
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.
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).
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.