Financial Consultant Community Bank, N.A.Financial ConsultantNYp>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.
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.
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.
NewPersonal Financial Counselor, Assignment Ready Counselor- Vermont Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor- VermontBurlington, VTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Mortgage Loan Consultant Community Bank, N.A.Mortgage Loan ConsultantBurlington, VTul>Grow 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.
Assistant Mortgage Loan Consultant (On-Site) Community Bank, N.A.Assistant Mortgage Loan Consultant (On-Site)NYp>Skills: Proficient reading, writing, grammar, and mathematics skills; comfortability with various software programs and overall PC functions, proficient interpersonal relations and communication skills; ability to multitask and manage multiple duties effectively; and, the ability to learn and maintain a working knowledge of Bank operating policies and products. The AMLC performs a variety of administrative duties in support of, and in concert with the individual MLC quest in establishing and maintaining strong professional ties to area business generators, builders, centers of influence, as well as individual residential real estate customers.
Mortgage Loan Consultant (Base Pay + Commission) Community Financial System, Inc.Mortgage Loan Consultant (Base Pay + Commission)Burlington, 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.
Workers Compensation Claim Consultant Community Bank, N.A.Workers Compensation Claim ConsultantNYp>The consultant partners closely with clients to translate claims data into actionable insights, provides ongoing guidance on risk mitigation and claim resolution strategies, and ensures alignment between claims handling practices and each client's broader risk management objectives. The Workers Compensation Claims Consultant serves as a strategic advisor to clients, delivering proactive, data-driven claims management solutions that reduce total cost of risk and improve claim outcomes.
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.
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 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.
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 / yearul>Bachelor'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.
Senior Property & Casualty Risk Consultant Community Bank, N.A.Senior Property & Casualty Risk ConsultantNYThe consultant also participates in the management and coordination of carrier services for large clients and may assume supervisory responsibilities for other risk management staff as directed by the VP Risk Management Services. This role collaborates with client management and OG Risk Advisors to develop innovative risk management solutions for large and complex organizations, reflecting the latest practices and regulatory requirements in the insurance and consulting industries.
Territory Sales Manager NBT Bancorp IncTerritory Sales ManagerBurlington, VTli>20% 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.