- Cardinal Health (Montpelier, VT)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- TD Bank (Burlington, VT)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... and smart investments, this is your moment. As a Financial Advisor you will leverage your experience...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- TD Bank (Burlington, VT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- M&T Bank (Rutland, VT)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... 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
- TIAA (Williston, VT)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- Raymond James Financial, Inc. (VT)
- …appropriate. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain ... understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others. + Works… more
- CBRE (Montpelier, VT)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- University Of Vermont (Burlington, VT)
- …substantial research activity. + Strong financial acumen and experience with budgeting, financial planning , and analysis . + Proven ability to manage ... annual general fund development process + Serve as confidential advisor to the President on a wide range of...+ Supervise the university's primary finance-related management units: University Financial Services and Financial Analysis … more
- Lumen (Montpelier, VT)
- …alignment on objectives, tracking progress, and driving accountability for deliverables. + Financial Analysis to Ensure Long Term Profitable Growth: Lead and ... Finance organization, you will report to the SVP, Enterprise Planning and play a critical role in supporting the...the commercial business. This position will be a trusted advisor to business leaders and finance teams to ensure… more
- Cognizant (Montpelier, VT)
- …you! Apply now! **RESPONSIBILITIES** + Lead Advisory Services, Process Consulting and Business Analysis across supply chain planning functions. + Own and drive ... Senior Consultant, this means overseeing advisory consulting engagements, being a trusted advisor to clients, establishing oneself as a thought leader in your field,… more