- Edward Jones (Stowe, VT)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Burlington, VT)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Raymond James Financial, Inc. (Burlington, VT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...in:** * Operating client relationship manager system and other required software applications to produce financial plans,… more
- 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
- M&T Bank (Rutland, VT)
- …to assist in managing client complaints and preventable losses. **Education and Experience Required :** Combined minimum of 6 years' higher education and/or ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- CVS Health (Montpelier, VT)
- …oriented, proficient analytical ability with effective listening & presentation skills are required . - Experience supporting clients within a PBM or health ... convenient and affordable. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the...to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their… more
- CenterWell (Montpelier, VT)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… 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
- Cardinal Health (Montpelier, VT)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap… 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
- 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
- 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
- Cardinal Health (Montpelier, VT)
- …contributes to Cardinal Health** Finance Operations is responsible for core financial operation processes. This can include customer and vendor contract ... records; cash application; and journal entries. + Demonstrates knowledge of financial processes, accounting policies, systems, controls, and work streams. +… more
- Berkshire Bank (Rutland, VT)
- …Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: ... factors including, but not limited to, skills, prior relevant experience , and specific work location. Location: Rutland, VT -...phone calls from clients, when appropriate; transfer calls to advisor , when required + Handle advisor… 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 ... business summary reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client… 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
- 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
- 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
- EDB (Montpelier, VT)
- …and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's data-driven ... their data-centers. The TAM serves as a trusted technical advisor to ensure successful implementations where the customers become...technical support team for faster resolution. + Travel is required up to 25% percent of the time **What… more