The Toronto-Dominion BankFinancial 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.
The Toronto-Dominion BankFinancial 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.
The Toronto-Dominion BankFinancial Advisor Associate - Burlington, Vermont The Toronto-Dominion BankFinancial Advisor Associate - Burlington, VermontBurlington, VTThe 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.
Vermont State CollegesStudent Success Advisor Vermont State CollegesStudent Success AdvisorCastleton, VTPart timeServe 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. • Support incoming new students to make a successful transition into VTSU, register for the first semester, and progress toward graduation or completion, including: o Use of advising, registration, and support tools, forms, and resources.
LPL Financial Holdings IncWealth Advisor - EastRise Credit Union LPL Financial Holdings IncWealth Advisor - EastRise Credit UnionBurlington, VT$58,500–$70,000 / yearRequirements: • 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) • 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. Job 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.
Vermont State CollegesStudent Financial Support Specialist Vermont State CollegesStudent Financial Support SpecialistCastleton, VTPart timeServe as the primary point of escalation from admissions counselors, advisors, or other student success staff for students who have unique or difficult financial aid, billing, or payment questions or issues, connecting them with appropriate resources in Financial Aid, Student Accounts, or the Registrar’s Office as needed. Demonstrated ability to positively influence student skill development, such as communication skills, leadership skills, academic skills, technical skills, noncognitive or ‘soft’ skills, and social skills.
Berlin City Auto GroupAutomotive Service Advisor Berlin City Auto GroupAutomotive Service AdvisorBurlington, VT$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.
Berlin City KiaAutomotive Service Advisor Berlin City KiaAutomotive Service AdvisorBurlington, VT$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.
SageAccount 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.
Community Financial System, Inc.Senior Portfolio Manager - Nottingham Trust (On-Site) Community Financial System, Inc.Senior Portfolio Manager - Nottingham Trust (On-Site)Williston, VermontManage 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.
Stifel Financial CorpClient Service Associate Stifel Financial CorpClient Service AssociateSaint Johnsbury, VTWhat Youll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to: Word processing. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
The Toronto-Dominion BankAssociate 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.
Community Bank, N.A.Mortgage Loan Consultant Community Bank, N.A.Mortgage Loan ConsultantBurlington, 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.
New England Region - Modern Woodmen of AmericaInsurance 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.
Vermont State CollegesAssociate Director of Residence Life and Student Activities Vermont State CollegesAssociate Director of Residence Life and Student ActivitiesCastleton, VT$52,000–$60,000 / yearPart timecommunication skills, leadership skills, academic skills, technical skills, non-cognitive or ‘soft’ skills, and social skills. • Provide oversight of residence life operations across multiple campuses, including occupancy processes, key systems, room assignments/changes, and residence hall openings and closings.
Community Financial System, Inc.Mortgage Loan Consultant Community Financial System, Inc.Mortgage Loan ConsultantBurlington, VermontGrow 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.
The Jones Payne Group IncDesigner The Jones Payne Group IncDesignerBurlington, VTFull timeYou will be involved in all aspects of project design and delivery, including conducting field surveys, developing design concepts, creating presentation materials, preparing construction documents, and assisting with construction administration. As part of our collaborative office culture, you will work closely with principals, project managers, designers, and other team members through regular meetings and one-on-one discussions.