Financial Advisor

Credit Union Financial Advisor - NorthCountry Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at NorthCountry Federal Credit Union in South Burlington, VT would allow you...

Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

Credit Union Financial Advisor - NorthCountry Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at NorthCountry Federal Credit Union in South Burlington, VT would allow you to join...

Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of...

Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of...

DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based...

Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating...

Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating...

Merrill Financial Solutions Advisor - Northern New England MarketManchester, New Hampshire;Burlington, Vermont; Portsmouth, New Hampshire; Manchester Center, Vermont; Portland, Maine**Job Description:**Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...

Merrill Financial Solutions Advisor - Northern New England Market Manchester, New Hampshire;Burlington, Vermont; Portsmouth, New Hampshire; Manchester Center, Vermont; Portland, Maine **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...

Private Client Financial Advisor Wealth and Asset Management Burlington, Vermont; Essex Junction, Vermont

Work Location:Burlington, Vermont, United States of AmericaHours:40Pay Details:$90,000 - $90,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to...

About Us:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our expertise includes goals-based wealth management, planning for retirement, education, legacy, and other life goals through investment advice and guidance.Our Team:We believe trust...

Job DescriptionThe Client Service Associate plays a vital role in supporting the financial advisors and branch office. This position requires a high level of organization, accuracy, and attention to detail.Main Responsibilities:Process client financial transactions and financial advisor and branch office expenses and expense reports with precision and...

Job DescriptionResponsibilities:Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.•With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.•Opens new client accounts and...

About Us:Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our goal is to help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.Our Team:We value diversity in our thoughts, business, and...

Key ResponsibilitiesBuild financial operating models for new business and retention opportunities, ensuring alignment with strategic objectives.Partner with the sales team in delivering accurate and compelling financial proposals to clients, enhancing our competitive position.Recruit, hire, coach, mentor, motivate and retain a team of high-performing...

About Us:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We empower our employees to bring their whole self to work, valuing diversity in thoughts, business, and within our employees and clients.Job Responsibilities:This role is responsible...

About the Position:The Director of Financial Planning and Analysis at Sodexo Canada Ltd will play a critical role in shaping the company's financial strategy. As a trusted advisor to Sales and Operations teams, you will provide insightful financial advice, develop financial models, and create financial proposals. Your analytical and problem-solving skills...

Client Service Associate - Burlington, VT-2401988 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team....