Financial Consultant Community Bank, N.A.Financial ConsultantPlattsburgh, NYWe are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.
Financial Consultant Community Financial System, Inc.Financial ConsultantPlattsburgh, New YorkResponsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.
NewRemote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesBurlington, VTRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
NewFinancial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Burlington, VTRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Senior Financial Planning Support Specialist NBT Bancorp IncSenior Financial Planning Support SpecialistBurlington, VT$26.41–$33.95 / hourThe position plays a critical role in ensuring an outstanding client experience, supporting both internal and external stakeholders, including Financial Consultants, Wealth Management Advisors, and other members of the Wealth Management Division. This senior-level administrative role involves managing a wide range of confidential and high-responsibility office and administrative tasks, with a strong emphasis on delivering exceptional client service within the wealth management sector.
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.
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.
Institutional & Specialty Sales Consultant - Stroke/Thrombosis - Burlington, VT Bayer AGInstitutional & Specialty Sales Consultant - Stroke/Thrombosis - Burlington, VTBurlington, VT$124,320–$186,480 / yearAs an Institutional & Specialty Pharmaceutical Sales Consultant, you will: Drive clinical demand, education, and sales by communicating the value of Asundexian in stroke prevention; Lead formulary access by navigating P&T committees and influencing protocol adoption across health systems; Build strategic relationships with priority institutions, including key stakeholders at the institutions (i.e., C and D Suite and Head of Pharmacy, Head of Quality), and neurologists; Develop territory business plans based on local market insights and collaborate with internal teams to support a successful launch; Demonstrate expertise and knowledge of disease state, the marketplace, competitors, industry, and cross-functional activities/plans, as well as possessing the analytical rigor to anticipate and identify business opportunities and challenges; Analyze competitive landscape and proactively identify opportunities and risks. Advanced degree (Life Sciences, Pharmacy, Business, or related field); Proven success in biotech, medical, or pharmaceutical sales in competitive environments, including experience launching new products and product indications; Deep understanding and significant experience working in stroke, anti-coagulation, neurology, and cardiovascular therapeutic areas; Experience selling in institutional and clinical settings, and navigating the P&T committee process; Experience in establishing and pulling-through in-patient to out-patient protocols.
Financial Advisor Raymond James Financial IncFinancial AdvisorPlattsburgh, NY$32,240–$70,000 / yearFoster and support client relationships by liaising with clients, responding to requests and proactively problem solving Support clients' general day-to-day administrative and trade requests in a timely and confidential manner Be responsible for and support the team with paperwork, manage back-office correspondence, and handle the account opening process for new clients Ensure all paperwork is completed correctly and in adherence with regulatory requirements; Support the branch's growth of the overall business Be responsible for all cash management and money movement within practice Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content Enter trades as requested Process and follow up on security transactions and transfers Handle incoming and outgoing phone calls with clients Foster and support client relationships Schedule appointments, meeting preparation and follow-up Be willing to grow and take courses as required for regulatory purposes Other duties as assigned. Organization with meticulous attention to detail Social media platforms Ability to Prioritize, multitask, work within time constraints and follow-up Work within deadlines in a high-volume, pressure-oriented environment Manage multiple deadlines and tasks Work independently with minimal direction Work in a team environment and demonstrate a professional and friendly manner Display flexibility and willingness to assist others as required.
Supervisory Financial Program Specialist U.S. Department of Homeland SecuritySupervisory Financial Program SpecialistBurlington, VT$91,335–$133,142 / yearPursuant to Executive Order 12564, and the DHS Drug-Free Workplace Plan, ICE is committed to maintaining a drug-free workplace and, therefore, personnel in safety- or security-sensitive positions (testing designated positions) are subject to random drug testing. The Department of Homeland Security encourages persons with disabilities to apply, to include persons with intellectual, severe physical or psychiatric disabilities, as defined by 5 CFR 213.3102(u), and/or Disabled Veterans with a compensable service-connected disability of 30 percent or more as defined by 5 CFR 315.707.
Financial 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.
Financial Advisor - Accelerated Growth Role Raymond James Financial IncFinancial Advisor - Accelerated Growth RolePlattsburgh, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Territory Sales Manager NBT Bancorp IncTerritory Sales ManagerBurlington, VT20% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team. 10% Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
PMO Director / Program Operations Manager (Maine, Massachusetts, Vermont REMOTE) ICF International IncPMO Director / Program Operations Manager (Maine, Massachusetts, Vermont REMOTE)Burlington, VTRemote$119,323–$202,850 / yearPay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. Establishes and maintains integrated project schedules, risk registers, action logs, and documentation workflows to ensure timely, organized, and compliant delivery of program activities.