Financial Solutions Advisor - Burlington

Job Description: · At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...

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 ...

Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. · Utilizing a consultative, holistic approach, sales proce ...

Acrisure is seeking a Commercial Lines Account Executive to handle higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients generating an average of $2,500 in commission. · Provides customer service to clients a ...

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at EastRise Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. · This r ...

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. · This New Business Department is a sales team whose primary role is to advise deli ...

O'Rourke Media Group - One of the Nation's Top-Performing Local Media Companies · Are you a motivated sales professional who thrives on helping local businesses grow? Do you want to represent a company that combines trusted community publishing with a high-performance digital mar ...

Are you a motivated sales professional who thrives on helping local businesses grow? Do you want to represent a company that combines trusted community publishing with a high-performance digital marketing agency? · O'Rourke Media Group is seeking a results-driven Account Executiv ...

ACCOU014755_1 · Who We Are · NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, wor ...

The Associate Institutional Relationship Manager (AIRM) is a high touch point of client contact accountable to serve the unique and complex needs of clients in the Institutional segment. · ...

+ Private Client Advisor · 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 ...

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. · Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets. · ...

ACCOU014845_1 · Who We Are · NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, wor ...

About Impel · We're harnessing the power of AI to transform automotive retailing, one of the largest segments of the global economy, and we've become one of the largest vertical AI companies in the world. Our industry-leading Automotive AI Operating System helps retailers and OEM ...

We are seeking a coordinator work closely with an account team, · assisting with the day-to-day servicing of our clients. · This is a hybrid role, · report to the South Burlington office one day a week.Processing & tracking of new business applications · Running insurance proposa ...

About Acrisure: A global fintech leader empowers ambitious businesses with customized solutions across insurance,reinsurance,payroll,benefits,cybersecurity,mortgage services etc. · Acrisure has grown in revenue from $38 million to almost $5 billion employing over 19,000 colleague ...

The Corporate Tax Advisor will help the organization and its subsidiaries to manage tax risks within the NNEEC consolidated group,maintaining compliance with local, state and federal tax regulation while achieving head office targets. · This individual will bring their tax experi ...

Our HCM Sales Executive is responsible for building business relationships with new perspective clients as well as current customers and creating new revenue opportunities for the company's platform of Human Capital Management solutions. · ...

Our HCM Sales Executive is responsible for building business relationships with new perspective clients as well as current customers and creating new revenue opportunities for the company's platform of Human Capital Management solutions. · ...

Who We Are: · NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth ...