- Raymond James Financial, Inc. (Plattsburgh, NY)
- **Job Summary** We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be ... responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and… 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, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- Edward Jones (Essex Junction, VT)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the… more
- Vail Resorts (Stowe, VT)
- …processing bookings, room changes, and check-in/check-out activities while maintaining accurate financial and resident records in the StarRez system. + Ensure ... compliance with housing policies, including Emotional Support Animal (ESA) processes and legal documentation related to resident license agreements and other housing documents. + Manage key processes, parking assignments, and key/code issuance while conducting… more
- KeyBank (South Burlington, VT)
- …Road - South Burlington, Vermont 05401 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Burlington, VT)
- …to work at all area branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- Cengage Group (Burlington, VT)
- …you will implement and lead the strategic direction of Cengage's external financial reporting and technical accounting functions. This highly visible role is ... reporting requirements, handling sophisticated accounting issues, and driving excellence in financial governance across the organization. **What You'll Do Here** +… more
- KeyBank (Milton, VT)
- …Route 7 South - Milton, Vermont 05468 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Burlington, VT)
- …North Avenue - Burlington, Vermont 05408 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more