Financial Advisor - Montpelier

+Are you passionate about serving clients and helping people improve their financial well-being? · Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? · Utilizing a consultative, holisti ...

We are seeking a Financial Consultant to deliver Non-Deposit Investment Products (NDIPs) and services to our branch customers. · ...

We are a warm client-centered wealth advisory practice in Central Vermont looking for a licensed Associate Financial Advisor to support existing client relationships, · prepare planning work, · and deliver an exceptional day-to-day client experience.Be a primary point of contact ...

We're Hiring: Financial Advisor · 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? · Guided Wealth Advisors is seeking a dynamic and experienced Financial Advisor to ...

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and mee ...

We are committed to cultivating a high-performing team that thrives in a vibrant, health-conscious, and outdoors-oriented environment—right here in Montpelier, Vermont. · ...

We are seeking a Client Service Specialist to work closely with our Client Portfolio Managers and Operations Team. The ideal candidate will have strong written and verbal communication skills and be comfortable interacting with colleagues and clients. · ...

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. · ...

We are seeking a highly motivated and detail-oriented individual to join our team as an Assistant Portfolio Manager based in our Montpelier, VT office. · ...

We are seeking a Director, Credit Research to join our team located in Montpelier. This position will be responsible for doing research into high yield corporate debt with a particular focus on financial services and technology clients. · Oversee all aspects of fundamental invest ...

+This is a support role requiring the coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients.Creates and maintain client files in accordance with office proceduresPrepares ID cards,certificates ...

Please note that this position is based on our campus in Madison, WI and requires relocation to the area. · We recruit nationally and provide financial relocation assistance. · ...

Come join one of America's fastest-growing insurance companies. · ...

Credit Research Analyst to join our team located in Montpelier responsible for supporting senior credit analysts conducting research into high yield corporate debt across industries researching analyzing credit investments providing credit ratings recommendations monitoring repor ...

Maple Capital Management is a client-focused investment management firm seeking an Assistant Portfolio Manager in Montpelier, VT office. · ...

Come join one of America's fastest-growing insurance companies since 1848 National Life Group has aimed to keep our promises providing families with stability in good times and bad Throughout that history we have provided peace of mind to those families as they plan their futures ...

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time tha ...

We are seeking a Senior Director of Nursing to serve as Aspire's senior nursing leader, responsible for the overall quality, consistency and strategic direction of nursing services across Aspire's multi-state footprint. · ...

This is a support role for Account Coordinators at NFP. · The coordinator will assist account teams by providing basic administrative functions in client servicing. · ...

We are seeking an Operations and Compliance Specialist to join our team at Maple Capital Management. · ...