Private Client Banker - Financial Wellness Advisor
$25 - $38.46 per hourKey Bank
A leading financial services company is seeking a Private Client Banker in Milton, Vermont. This role involves providing tailored financial solutions to clients with up to $2M in investable assets. The ideal candidate will have a strong background in client relationship management and sales within the financial sector, along with the necessary FINRA licenses. Responsibilities include opening accounts, developing client portfolios, and ensuring compliance with banking regulations. Competitive compensation with an hourly rate of $25.00 - $38.46 is offered. #J-18808-Ljbffr
- ...KeyCorp's Milton, VT location seeks a Private Client Banker to manage whole client relationships with a plan-based approach to financial advice. You will deliver tailored financial solutions for clients with up to $2M in investable assets and refer to specialists across...FinancialPrivate client
$25 - $38.46 per hour
...a problem solver, trusted advisor, and partner to the people... ...our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...a plan-based approach to financial advice. As a PCB, you will... ...in their financial wellness by assessing their financial...FinancialPrivate clientHourly payWork experience placementFlexible hoursDay shift- ...a high touch point of client contact accountable to... ...Institutional Investment Advisors, and Captive Specialty... ...deep understanding of TD Private Client Group's... ...member and as a mentor to Financial Advisors, to ensure strong... ...work independently, as well as part of a team - working...FinancialPrivate clientWork from homeFlexible hours
- ...Private Client Advisor Location: 149 Bank Street, Burlington Vermont 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...FinancialPrivate clientBank staffWork at officeFlexible hoursNight shift
- ...Burlington, Vermont seeks a banking professional to cultivate and sustain client relationships across multiple locations, delivering personalized banking solutions to support long-term financial goals. You will acquire new clients, deepen existing relationships, and provide...Financial
- ...TD Bank in Burlington, Vermont is seeking a proactive banking professional to build lasting client relationships by delivering tailored financial solutions. You will engage walk-ins, schedule appointments, and conduct proactive outreach to identify needs and deepen relationships...Financial
- ...human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing...FinancialWork at office
- ...memorable experiences for our clients and employees, making them feel... ...As an Associate Relationship Banker in a Chase Branch, you will represent... ...solutions and cutting-edge financial technology combined with... ...clients about banking solutions, as well as collaborate with and...FinancialImmediate startAfternoon shift
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...FinancialFull timeWork at officeFlexible hours
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Plattsburgh/Burlington market area who is... ...working with Prudential’s existing client base. This exciting Advisor position... ...notes, alternative investments, private equity and private REITs, option strategies...FinancialFull timeWorldwide
$90k - $110k
...enhancing the mental health of our diverse clients in Burlington, Vermont. With a focus on... ...health clinic committed to promoting mental well-being in our community. We specialize in... ...~401(k) retirement plan to support your financial future. \n ~ Life insurance and...FinancialRemote jobFull timeFlexible hours- ...Financial Services RepresentativeAre you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives...FinancialRemote workFlexible hours
- ...The University of Vermont in Burlington is seeking a Student Fin Services PC2 X to provide comprehensive financial support to students and families. The role involves administering financial aid and overseeing specialized programs while ensuring compliance with regulations...Financial
- ...Vermont Federal Credit Union is recruiting for a Branch Loan Officer at our Milton, VT location. You will assist members with financial services in a consultative manner, determine suitable products, and ensure accurate handling of transactions with privacy in mind....Financial
- ...Legal Secretary - Private Client - Colchester A Solicitors practice in Colchester is looking to recruit a legal secretary to their private... ...strong IT skills including programmes such as word and excel as well as digital dictation. In addition to the technical skills you...Private client
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Plattsburgh/Burlington market area who is... ...working with Prudential’s existing client base. This exciting Advisor position... ...notes, alternative investments, private equity and private REITs, option strategies...FinancialWorldwide
$22.73 - $34.1 per hour
...have strong communication skills, are detail-oriented, and enjoy working as part of a team. If you are interested in a career in the financial service industry and want to make a difference in your community, we want you to be part of our team. Please visit our website for...FinancialHourly pay$54k - $55k
...Student Financial Services CounselorProvide comprehensive services and support to students and families in managing their University finances. Engage in activities that enhance recruitment, retention and success of the student body. Administer financial aid and student...FinancialFull timeRemote work$23 - $25 per hour
...Join to apply for the Senior Financial Advisor role at MassMutual 3 weeks ago Be among the first 25 applicants Join to apply for the Senior... ...Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a...FinancialFull timeWork at officeRemote work- ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...FinancialWork at officeFlexible hours
$50k - $75k
...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...planning. Utilize marketing tools and resources to grow your client base. Participate in structured coaching and mentorship programs...FinancialRemote workFlexible hours$110k - $140k
...workforce. About PC Construction: PC offers general contracting, construction management and design-build services to private and public clients across the country. The company manages projects along the east coast from its headquarters in Vermont and a network of...Private clientFor contractors- UVM Student Financial Services (SFS) Counselor The Student Financial Services Counselor provides comprehensive services and support to students and families in managing their University finances. Engage in activities that enhance recruitment, retention and success of the...Financial
- Seven Days Jobs is seeking a UVM Student Financial Services Counselor in Burlington, Vermont. The role involves providing comprehensive services and support to students and families for managing university finances. The candidate will administer financial aid, engage in...Financial
$110k - $140k
...services, serve as a trusted advisor to clients, and mentor developing... ...and innovative solutions to privately held businesses, entrepreneurs... ...help clients achieve their financial and business objectives. •... ...professional, financial, and personal well-being of our team members....FinancialFull timeSummer workWork at office$110k - $140k
...workforce. About PC Construction: PC offers general contracting, construction management and design-build services to private and public clients across the country. The company manages projects along the east coast from its headquarters in Vermont and a network of...Private clientContract workFor contractors- ...Representative to deliver friendly, accurate everyday banking and guide clients toward suitable solutions while upholding risk and regulatory standards. You will be the hospitality ambassador at the financial center, handling client transactions, identifying needs,...Financial
$18.68 - $31.14 per hour
...customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers... ...and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s...FinancialLocal area$100k - $130k
...shutdowns, testing and inspections. Manage relations with our clients, subcontractors and vendors. Participate in establishing the... ..., construction management and design-build services to private and public clients across the country. The company manages projects...Private clientFor contractorsFor subcontractor- ...getting into the numbers—not just talking about them. If you thrive in fast-paced, process-driven environments , enjoy tightening up financial accuracy, and know your way around manufacturing costs, keep reading. As a key member of the finance team, you’ll own cost...Financial
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