- 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
- 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 (Essex, 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
- 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
- Army National Guard Units (Colchester, VT)
- …education, incentives, testing, and guidance. The position serves as the principal advisor and consultant within the State and has primary responsibility for the ... issues and problems related to work accomplishment. Provides oversight as principal advisor and consultant to the MILPO and TAG. Provides advisory services to… 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