- 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
- Cardinal Health (Montpelier, VT)
- …on driving strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business ... **_What Financial Planning & Analysis contributes to Cardinal Health_**...contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and… more
- M&T Bank (Rutland, VT)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Baylor Scott & White Health (Montpelier, VT)
- …may vary based on position type and/or level **Job Summary** Prepares financial statements. Performs monthly balance sheet and income statement analyses. Analyzes ... changes in financial position and budget variance. Consults and advises senior...budget variance. Consults and advises senior management on complex financial and operational issues. These issues impact the strategic… more
- Sedgwick (Montpelier, VT)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY PURPOSE** **:** To ... analyze complex or technically difficult contract surety bond claims; to provide resolution of highly complex nature and/or high exposure surety claims; to coordinate case management within Company standards, industry best practices and specific client service… more
- Edward Jones (White River Junction, VT)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Wells Fargo (Burlington, VT)
- …lines of business at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Raymond James Financial, Inc. (Burlington, VT)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- CDM Smith (Montpelier, 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
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the… more
- TIAA (Williston, VT)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Eliassen Group (Montpelier, VT)
- **Cyber Engineer Advisor (BurpSuite)** **Anywhere** **Type:** Contract **Category:** Engineer **Industry:** Technology **Workplace Type:** Remote **Reference ID:** ... Jobs **Description:** Own your career as a Cyber Engineer Advisor with us. Here, you'll have the opportunity to...an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated… more
- TD Bank (Burlington, VT)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized Investment Management team that ... to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment expertise to provide comprehensive investment… 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
- Travelex (Maidstone, VT)
- **Tesco Travel Money Advisor - Tesco Maidstone Grove Green - Part Time** **Job Type** : Permanent, Part Time **Hours per week** : 12 hours **Salary:** pounds 13.00 ... all aspects of wellbeing such as physical, mental and financial . * A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Raymond James Financial, Inc. (VT)
- …- 3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial ... Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle** Remote At… more
- Cardinal Health (Montpelier, VT)
- …and execute supplier due diligence + Perform data analysis and utilize financial acumen to identify opportunities to leverage scale and drive cost savings. ... personnel at various levels of expertise on a global landscape. + Demonstrated financial acumen with an ability to interpret data and analytics + Strong presentation… more
- Otsuka America Pharmaceutical Inc. (Montpelier, VT)
- …opportunities purportedly on our behalf. Please understand, Otsuka will **never** ask for financial information of any kind or for payment of money during the job ... application process. We do not require any financial , credit card or bank account information and/or any payment of any kind to be considered for employment. We will… more
- Lincoln Financial (Montpelier, VT)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Teradata (Montpelier, VT)
- …maintain strong relationships with key decision-makers and influencers within financial services companies. Understand their business objectives, pain points, and ... opportunities to position Teradata as a trusted advisor . + Solution Selling: Collaborate with Industry Experts (IE), Solution Engineers (SE), Inside Sales… more