- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Description** **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The ... must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and… more
- TD Bank (Burlington, VT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- CDM Smith (Burlington, VT)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… more
- KeyBank (Burlington, VT)
- …- Burlington, Vermont 05408 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- University Of Vermont (Burlington, VT)
- …( DOM ) academic finance and business operations by serving as strategic advisor to the Chair. Provide complex financial , operational, and administrative ... Network ( UVMHN ) Medical Group Vice Presidents and Financial Specialists, and DOM Division Chiefs to ensure operational...and DOM Division Chiefs to ensure operational compliance and financial precision throughout the UVM and UVMMC fiscal years.… more
- KeyBank (Burlington, VT)
- …North Avenue - Burlington, Vermont 05408 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- Air National Guard Units (Winooski, VT)
- …current market practices and conditions. Serves as a contracting authority and advisor to management, customers, and contractors in assignment area relative to the ... which do or do not apply to the particular procurement, to consider financial arrangements and incentives, and to develop justifications for adopting a contractual… more