VP, Financial Consultant - Burlington, VT
Charles Schwab
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab ( At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and 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, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
- Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance Charles Schwab
- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...Suggested
- ...members. Today, EastRise Credit Union is a leading consumer and commercial financial institution with sixteen retail branches throughout Vermont and serving members across the country. The VP of Digital Solutions is responsible for leading the Credit Union's digital...SuggestedFull time
$90k - $130k
...Commercial Portfolio Manager The Business Bank South Burlington, VT Salary range $90,000 to $130,000 commensurate with experience... ...Portfolio Manager Job Responsibilities Conduct detailed financial analysis including cash flow, balance sheet, and income statement...SuggestedPart timeWork at officeRemote work2 days per week1 day per week- ...Name: UVMMC - 40 IDX DriveLocation Address: 40 IDX Drive, South Burlington VermontRegularDepartment: UVMH Corporate OperationsFull TimeStandard... ...that can be recovered in hours rather than weeks. The VP Cloud and Infrastructure Modernization owns the physical and virtual...SuggestedFull timeShift workWeekend work
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent...SuggestedImmediate startAfternoon shift
$75k - $250k
...Financial Advisor Berger Financial Group Inc South Burlington, Vermont, United States About this position Description: The Financial Advisor will serve... ...0,000 USD per year(Sun City West, AZ) 75,000 - 250,000 USD per year(Burlington, VT) #J-18808-Ljbffr$54k - $55k
...Posting Number S6132PO Job Location University of Vermont, Burlington, VT Job Open Date 06/02/2026 Job Close Date Open until filled... ...recruitment, retention and success of the student body. Administer financial aid and student receivables programs in compliance with...Remote work$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that... ...information.Job InfoJob Identification 49473Job Category Servicing & OperationsLocations 1117 Shelburne Rd, South Burlington, VT, 05403, US...Hourly payLocal areaFlexible hours$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that... ...Job Identification 49473 Job Category Servicing & Operations Locations 1117 Shelburne Rd, South Burlington, VT, 05403, US...Hourly payLocal areaFlexible hoursAfternoon shift$5,000 per week
...income stream This starts as a hunting role Then becomes your own account portfolio and long-term income and asset growth! Financial Highlights – $5,000 Week One Training Pay and Hiring Bonus! $10k Fast Start Bonus Per Month for 12 months, $120k First Year,...Full timeCurrently hiringDay shift- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Plattsburgh/Burlington market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the...Full timeWorldwide
$54k - $55k
...Position Details Advertising/Posting Title Student Financial Services Counselor Posting Summary Provide comprehensive services... ...it is subject to removal without notice. Job Location Burlington, Vermont, United States Job Open Date 06/02/2026 Job Close...Full timeRemote work- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Plattsburgh/Burlington market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the...Worldwide
$28.85 - $36.06 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. S Burlington, VT, US 2 days ago Requisition ID: 1207 Salary Range: $28.85 To $36.06 Hourly ABOUT THE POSITION: The Executive Coordinator serves...Hourly payWork at office- ...Chief Compliance and Privacy Officer (CCPO) South Burlington, Vermont, United States Chief Compliance and Privacy Officer (CCPO)... ...Compliance and Privacy Officer (CCPO) Location: South Burlington, VT (On-Site) Travel: Up to 20% Key Responsibilities Compliance...
$103.5k - $214.82k
...and Casualty practice, with locations in Boston MA and Burlington VT, provides actuarial consulting services on a range of projects across the insurance,... ...companies, governmental agencies, risk pools, and financial investors. Using a variety of Milliman products and practice...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...America) Hours Per Week 40 Pay Transparency details US - WA - Burlington - 230 E Fairhaven Ave - BURLINGTON BC (WA4106) Pay and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $38.46 per hour
...Location: 1795 Williston Road - South Burlington, Vermont 05401 Job Summary Be a problem... ...with a plan-based approach to financial advice. As a PCB, you will deliver and... ...techniques with clients, including tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementDay shift$20.67 - $31.25 per hour
...Location: 960 Shelburne Road - South Burlington, Vermont 05401 Job Summary Be a problem... ...and solutions to assist in client's financial wellness both in person and through proactive... ...with clients, including tele-consulting, outside calling, prospecting, and networking...Hourly payWork experience placementDay shift- ...towns across the country. The VP of Business Development will be... ...footprints, and can offer financial and human resources and infrastructure... ...high degree of proficiency in consultative sales and partnership and... ...business office in Shelburne, VT and require out-of-state travel...Contract workWork at officeLocal areaRemote work
- ...occasional Saturdays from 9:00 am - 1:00 pm. Location : Williston, VT or Montpelier, VT Specific duties include: ~ Ensures that... ...or related experience, including preparatory experience in a financial institution including one to two years consumer lending...Work at officeMonday to Friday
- 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...
$62k - $75k
...administrative and operations staff to ensure buildings are well maintained and coordinate workspace reservations for staff in the Burlington or Middlebury offices (currently using the Eden Desk app) Approve various operations-related invoices and reconcile credit card...Work at office- ...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...Full timeWork at officeFlexible hours
$84.2k - $113.9k
...Strategic Financial Analyst Hybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise, Lewiston or Salt Lake City offices. Candidates... ...Proven track record in providing solid consultation, education, and influence to the...Work at officeImmediate startWork from homeFlexible hours3 days per week- ...occasional Saturdays from 9:00 am - 1:00 pm. Location : Williston, VT or Montpelier, VT Specific duties include: ~ Review... ...communication skills. Knowledge of Microsoft Office products, financial systems, and digital communication tools. Ability to work...Work at officeMonday to Friday
$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- ...Regional Vice President of Sales for our Northeast territory (ME, NH, VT, NY, MA, CT, RI, MD, No. VA) . The right candidate will set... ...such as home, auto and pet insurance, and discounted legal and financial services. For more details, feel free to inquire during the...Temporary workFlexible hours
$75k - $100k
...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...Private practiceWork at officeRemote work$20.5 per hour
...States. This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support...Hourly payWork at officeRemote workShift workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Financial Consultant - Burlington, VT. Be the first to apply!
- vice president of field operations South Burlington, VT
- senior vice president of operations South Burlington, VT
- financial South Burlington, VT
- senior financial analyst fp&a South Burlington, VT
- financial sales South Burlington, VT
- financial banking South Burlington, VT
- finance financial South Burlington, VT
- financial institutions South Burlington, VT
- financial aid South Burlington, VT
- vp commercial lending









