• Private Client Banker…

    JPMorgan Chase (Burlington, VT)
    …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
    JPMorgan Chase (06/20/25)
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  • Private Client Advisor

    KeyBank (Burlington, VT)
    …to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery ... 1127 North Avenue - Burlington, Vermont 05408 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent … more
    KeyBank (07/12/25)
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  • Private Client Advisor

    KeyBank (Brattleboro, VT)
    …to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery ... **Location:** 185 Main Street - Brattleboro, Vermont 05301 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with… more
    KeyBank (07/02/25)
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  • HCS Bus. Dev. Officer II

    UMB Bank (Montpelier, VT)
    …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
    UMB Bank (06/18/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Montpelier, VT)
    …Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund...to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial… more
    Cherry Bekaert (07/28/25)
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