Financial Services Professional
3 days ago
At Gateway Retirement Solutions, we are committed to helping our clients navigate the complexities of retirement planning with confidence and clarity. As a Financial Advisor, you will play a critical role in delivering exceptional service and expertise to our clients, helping them achieve their financial goals and secure their financial futures.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, incorporating investment, insurance, and retirement solutions
- Provide expert guidance on investment and insurance products, ensuring clients receive the best possible advice
- Build and maintain strong relationships with clients, understanding their unique needs and goals
- Stay up-to-date on industry trends and regulatory changes, ensuring clients receive the most current and accurate information
- Collaborate with internal teams to deliver seamless client experiences and drive business growth
- Bachelor's degree or equivalent experience in a related field
- Minimum 2 years of experience in financial services, with a focus on retirement planning and investment advice
- Strong communication and interpersonal skills, with the ability to build trust with clients
- FINRA Series 6 and 65 registrations, as well as state insurance licenses
- Entrepreneurial spirit and passion for helping others achieve their financial goals
Gateway Retirement Solutions is a leading provider of retirement planning and investment solutions, committed to delivering exceptional service and expertise to our clients. We have partnered with American Senior Benefits and Lincoln Investment to offer a comprehensive range of products and services, ensuring our clients receive the best possible advice and support.
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Financial Services Professional
3 days ago
Burlington, Vermont, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to their clients. This opportunity at Community Bank in Burlington, VT, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent...
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Financial Services Assistant
1 month ago
Burlington, Vermont, United States Johnson Financial Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts new business...
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Financial Services Assistant
7 days ago
Burlington, Vermont, United States Johnson Financial Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts new business...
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Financial Services Assistant
2 weeks ago
Burlington, Vermont, United States Johnson Financial Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team at Johnson Financial Group. As a key member of our sales support team, you will provide comprehensive administrative support to our Financial Advisors, ensuring a high level of business professionalism and support that positively impacts new business...
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Financial Services Professional
3 days ago
Burlington, Vermont, United States Gateway Retirement Solutions Full timeGateway Retirement Solutions: A Leader in Retirement PlanningGateway Retirement Solutions is a renowned provider of comprehensive retirement planning solutions. We are seeking an experienced Financial Advisor to join our team in the Burlington, Vermont area.Key Responsibilities:Collaborate with licensed insurance agents to provide investment and retirement...
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Financial Services Professional
3 days ago
Burlington, Vermont, United States Gateway Retirement Solutions Full timeJoin Our Team as a Financial AdvisorGateway Retirement Solutions is seeking an experienced Financial Advisor to join our team in the Burlington, Vermont area. As a Financial Advisor, you will work closely with licensed insurance agents to help existing clients and prospects with their investment and retirement planning solutions. Your role will also involve...
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Financial Services Professional
3 weeks ago
Burlington, Vermont, United States Gateway Retirement Solutions Full timeFinancial Advisor OpportunityGateway Retirement Solutions is seeking an experienced Financial Advisor to join our team in the Burlington, Vermont area. As a Financial Advisor, you will work closely with licensed insurance agents to help existing clients and prospects with their investment and retirement planning solutions. Your responsibilities will include...
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Financial Professional
2 days ago
Burlington, Vermont, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a talented and motivated individual to join our team as a Financial Professional. As a Financial Professional, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesProvide financial guidance and advice to clientsHelp clients navigate complex financial decisionsDevelop...
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Client Service Associate
1 week ago
Burlington, Vermont, United States Raymond James Financial Services Full timeJob Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is responsible for providing exceptional administrative support to our Financial Advisors and their clients.Key Responsibilities:Provide high-quality administrative support to...
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Financial Services Representative
2 weeks ago
Burlington, Vermont, United States Modern Woodmen Full timeUnlock Your Potential as a Financial RepresentativeAt Modern Woodmen of America, we believe in empowering individuals to take control of their financial future. As a Financial Representative, you'll have the opportunity to make a meaningful impact in the lives of our members while building a successful career.Key Responsibilities:Help clients plan for their...
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Senior Financial Professional
1 month ago
Burlington, Vermont, United States Banyan Search Full timeBanyan Search is assisting a top-tier company in their search for a Senior Accountant. This is an excellent opportunity for a skilled Senior Accountant to join a collaborative team with a leading organization.The Senior Accountant responsibilities will include:Assisting and contributing to monthly financial closing activitiesReconciling general ledger...
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Citizens Financial Group Teller
2 days ago
Burlington, Vermont, United States Citizens Financial Group, Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Teller to join our team at Citizens Financial Group. As a Teller, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesGreet and assist customers in our lobbies, providing personalized service and support.Demonstrate...
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Healthcare Professional
3 weeks ago
Burlington, Vermont, United States Professional Case Management Full timeMake a Difference in Home HealthcareHiring Registered Nurses in Iowa, Professional Case Management is seeking skilled RNs to provide in-home healthcare services to those who have served our country.Benefits of Working with Us:Create your own schedule to balance work and personal lifeEnjoy one-on-one patient relationships and the satisfaction of enhancing...
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Customer Service Representative
1 month ago
Burlington, Vermont, United States Community Bank System Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Community Bank System. As a key member of our banking team, you will be responsible for delivering exceptional customer experiences and providing top-notch financial services to our clients.Key ResponsibilitiesCustomer Service: Provide quality...
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Healthcare Professional
4 weeks ago
Burlington, Vermont, United States Professional Case Management Full timeMake a Difference in Home HealthcareHiring Registered Nurses in Iowa to provide in-home healthcare services to those who have served our country.Benefits of Working with Us:Create your own schedule to balance work and personal lifeRewarding one-on-one work with patients in the comfort of their homesCompetitive benefit packages, including medical, dental, and...
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Customer Service Representative
1 month ago
Burlington, Vermont, United States Community Bank System Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Community Bank System. As a key member of our banking team, you will be responsible for delivering exceptional customer experiences and providing top-notch financial services to our clients.Key ResponsibilitiesCustomer Service: Provide quality...
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Financial Services Representative
2 days ago
South Burlington, Vermont, United States Vermont Federal Credit Union Full timeJob Title: Teller RepresentativeVermont Federal Credit Union is seeking a skilled and friendly Teller Representative to join our team in South Burlington, VT.Job Summary:We are looking for a highly motivated and detail-oriented individual to provide exceptional customer service to our members. As a Teller Representative, you will be responsible for handling...
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Social Services Professional
3 weeks ago
Burlington, Vermont, United States DaVita Full timeAbout the RoleWe are seeking a skilled Social Worker to join our team at DaVita, where you will play a vital role in supporting patients with End Stage Renal Disease.Key ResponsibilitiesBuild meaningful relationships with patients and their families in an intimate outpatient setting.Guide patients in managing the physical, mental, emotional, and financial...
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Senior Financial Analyst
3 days ago
Burlington, Vermont, United States The Planet Group Full timeSenior Financial Analyst Job DescriptionAbout The Planet GroupThe Planet Group is a high-growth, acquisition-oriented software company with a stable financial foundation, projecting $1 billion in revenue in five years. Our platform incorporates AI and innovative technology.Job SummaryWe are seeking a Senior Financial Analyst to join our Financial Planning...
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Financial Representative
2 weeks ago
Burlington, Vermont, United States Modern Woodmen Full timeUnlock Your Potential as a Financial RepresentativeAre you looking for a career that offers flexibility, autonomy, and the opportunity to make a real difference in people's lives? As a Financial Representative with Modern Woodmen of America, you'll have the chance to build long-term relationships with clients, help them achieve their financial goals, and...