Financial Advisor
$75k - $100kJambalaya Group
We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market Equal Opportunity Employer GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Requirements Qualifications Minimum of five years' experience as a financial advisor Hold Series 7, Series 66, and Life & Health licenses CFP® designation strongly preferred Strong interpersonal and communication skills Highly organized, detail-oriented, and proactive Book of business preferred, but not required Benefits Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience Exempt status Variable compensation based on performance Comprehensive benefits package, including PTO and paid holidays 401(k) plan with employer match Professional development opportunities and practice-provided resources to help grow your client base #J-18808-Ljbffr
- ...A financial services agency is seeking a passionate individual to conduct virtual consultations and secure clients' financial well-being. This role offers the flexibility to work from home, with opportunities for mentorship and training. Responsibilities include assessing...SuggestedWork from home
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...Associate Financial Advisor Berger Financial Group Inc. — South Burlington, Vermont, United States About this position This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this role is to offer custom advice in areas such...SuggestedWork at officeWork from homeMonday to Friday- Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant....SuggestedFull timeTemporary workPart timeWork at officeWork visaFlexible hours
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- ...Aogarciaagency in Burlington, Vermont, is looking for a passionate individual for a flexible role that secures families' financial well-being. The position allows you to conduct virtual consultations, assess clients' needs, and build lasting relationships. You'll work...Remote workWork from homeFlexible hours
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- ...ownership, impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals... ..., licensing support, and hands-on coaching from experienced advisors as you develop your expertise and build your practice. This...Work experience placement
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...Are you detail-oriented and looking to put your financial skills to work for a mission-driven organization? Spectrum Youth & Family Services is looking for a Finance Associate to join our team in Burlington. In this role, you'll handle key day-to-day accounting functions...Full timeWork experience placementWork at office$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 Financial Advisor role at MassMutual Get AI-powered advice on this job and more exclusive features. About Us Since 1901, Baystate...Full timeWork at officeRemote work- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...
$20.67 - $31.25 per hour
...and businesses in KeyBank communities by engaging in deeper conversations to uncover needs and provide guidance and solutions for financial wellness, both in person and through proactive calling efforts. The role focuses on attracting new clients and deepening relationships...Hourly payWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
...at all area branches* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift- Union Bank of VT & NH in Williston is seeking a full-time customer service professional to support tellers, open accounts, and assist with branch office operations. Prior banking experience is helpful but not required; we offer training, a focus on customer service, and...Hourly payFull timeWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$135k - $175k
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively...Full timeTemporary workLocal area- ...can truly be themselves while offering paid training and competitive compensation. You will support our vision as the most loved financial institution by providing exceptional service to our members through various account-related interactions. The role requires attention...
- Overview Your opportunity at Schwab is to provide financial guidance to clients and build lasting relationships based on trust and shared goals. You will collaborate with clients to help them own their financial futures and grow your professional journey within Schwab's...
$110k - $135k
...location. Join Us At nuHarbor, we believe great security starts with great people. We're looking for curious problem-solvers, trusted advisors, and continuous learners who are passionate about helping clients win. If you're ready to make an impact while growing alongside a...$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work- ...A financial services provider is looking for qualified candidates to work remotely on a part-time basis from Burlington, Vermont. This role offers the potential to earn extra income while maintaining job security. Responsibilities include virtual client interaction, scheduling...Extra incomePart timeRemote workFlexible hours
$71.82k - $95.78k
...Credit Analyst Pay Range: $71,823.00 - $95,780.00 Completes customer due diligence and analyzes borrower's industry and company financial information with limited oversight. Prepares spreads, written analysis and underwriting documents providing a comprehensive...Full timeTemporary workPart timeWork at officeWork visaFlexible hours$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate start$19 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffLocal areaImmediate startFlexible hours$16.5 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffWork at officeLocal areaFlexible hoursNight shift- A financial services company located in South Burlington, Vermont, is seeking a Teller Rotating. This role involves creating a positive customer experience while handling financial transactions. A successful candidate will possess strong interpersonal skills, basic math...
$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift$16.5 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Local area
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