- 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
- 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
- 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
- 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
- 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