- NBT Bank (Burlington, VT)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Insight Global (Burlington, VT)
- Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial ... to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to… more