- Citizens (Burlington, VT)
- …starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- TIAA (Williston, VT)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... accountability and managing a book of business or equivalent experience ; Required + 5+ years building long-lasting...and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) -… more
- KeyBank (Burlington, VT)
- …- Burlington, Vermont 05402 **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
- Travelers Insurance Company (Montpelier, VT)
- …complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our ... Openings** 17 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a...Lines license in resident state as well as all required non-resident licenses in each state that business is… more
- NBT Bank (Plattsburgh, NY)
- …education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment and ... 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client...and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication… more
- Sedgwick (Montpelier, VT)
- …claims management experience or equivalent combination of education and experience required . **Skills & Knowledge** + In-depth knowledge of appropriate ... meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your… more
- Sedgwick (Montpelier, VT)
- …of claims management experience , or equivalent combination of education and experience required . **Skills & Knowledge** + In-depth knowledge of Professional ... meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your… more
- Humana (Montpelier, VT)
- … Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Additional ... and technologies, including disruptive ones **Use your skills to make an impact** ** Required qualifications** + Bachelor's degree + Progressive experience in a… more
- Avanade Inc. (Burlington, VT)
- …trusted advisor * Proficient in account planning and pipeline management * Experience in solution selling within the Financial Services industry * Proven ... based in the Northeast region* Business Development Executive - Financial Services Avanade seeks a Business Development Manager who...specific office location, role, skill set and level of experience . As required by local law, Avanade… more
- Guardian Life (Montpelier, VT)
- …via Zoom/Teams a plus. + 3-5 years overall experience (including above) within the financial services industry. + Series 7 required . + Series 63/65 or 66; ... Excellent organizational skills. + Bachelor's degree or equivalent work experience required . + Sales Desk and/or Internal...required . + Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management). +… more
- SHI (Montpelier, VT)
- …Sr. Network & Security Solutions Architects willrepresentSHI as the trusted advisor on all areas of Networking (ie, routing/switching/load balancing/firewalls/ etc.) ... the US + Continuous professional growth and leadership opportunities. + Health, wellness, and financial benefits to offer peace of mind to you and your family. +… more
- Air National Guard Units (South Burlington, VT)
- …description of the specialized experience . 4. If education or a degree is required as part of the "Specialized Experience ", you must include transcripts. DO ... programs. b. DUTIES AND RESPONSIBILITIES (1) Serves as the sole technical transportation advisor to all statewide or base operating officials on all matters dealing… more
- KeyBank (South Burlington, VT)
- …Key. **Education Qualifications** + High School Diploma , GED or equivalent business experience ( required ) or + Bachelor's Degree (preferred) ** Experience ... current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services … more
- Fiserv (Montpelier, VT)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... selling aspects with the client. Leverage personal brand to build senior-level, trusted- advisor relationships with new and current clients and drive an enterprise… more
- Air National Guard Units (Burlington, VT)
- … required person-to-person contacts to convey information. Progressively responsible experience which demonstrates the ability to provide technical guidance and ... procurement of equipment, supplies, and subsistence for evaluation and financial planning purposes by the resource advisor ....experience . 4. If education or a degree is required as part of the "Specialized Experience ",… more
- Lincoln Financial Group (Montpelier, VT)
- …+ Experience in integrating with Salesforce and AWS + Required (at least one): MuleSoft Certified Developer or MuleSoft Certified Integration Architect ... + Development or architectural experience within the Salesforce Platform. + Experience with Salesforce Financial Services Cloud. + Experience within… more
- KeyBank (Champlain, NY)
- …**Education Qualifications** + High School Diploma , GED, or equivalent business experience ( required ) ** Experience Qualifications** + 3+ years Demonstrated ... York 12919 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to… more
- Broadridge Financial Solutions (Montpelier, VT)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... functionality by user role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver meets what the… more
- KeyBank (Plattsburgh, NY)
- …and Key. **Education Qualifications** + High School Diploma , GED, or equivalent experience ( required ) ** Experience Qualifications** + Experienced in a ... York 12901 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to… more
- Guardian Life (Montpelier, VT)
- …preferably advisory and/or alternative investments + Bachelor's degree or equivalent work experience + Series 7, 65/66 required ; professional designations (CIMA, ... Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and… more