18 client advisor jobs at 10 companies in Barre, VT
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Private Client Advisor
Burlington, Vermont, United States
HybridFull Time
Sell investment solutions to mass-affluent clients; required SIE and Series 7 and state insurance licenses; strong sales, client focus, and collaborative skills; high school diploma required, bachelor’s preferred.
2w
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Work From Home - Client Benefits Advisor
Hartford, Vermont, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
1mo
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Financial Advisor
South Burlington, Vermont, United States
$75k-$100k/yr OnsiteFull Time
5+ YOEMinimum 5 years as a financial advisor; hold Series 7, Series 66, and Life & Health licenses; CFP® preferred; strong communication, organization, and client relationship skills.
2d
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Financial Advisor
Sun City West or Plymouth or New Prague or South Burlington or Scottsdale or Springfield
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting, finance, business administration, or related field; 5+ years in financial planning or advisory work; strong analysis, communication, relationship-building, and client service skills.
2d
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Financial Advisor
Springfield or South Burlington or Scottsdale or Plymouth or New Prague or Sun City West or Plymouth or Burlington
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor’s degree in accounting, finance, business administration, or related field; 5+ years of financial planning or advisory experience; strong analysis, communication, relationship-building, and client service skills.
2d
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Financial Advisor
New Prague or Plymouth or Springfield or South Burlington or Scottsdale or Sun City West
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor’s degree in accounting, finance, business administration, or related field; 5+ years in financial planning or advisory roles; strong analysis, communication, relationship-building, and client service skills.
2d
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Financial Advisor
Scottsdale or Plymouth or Springfield or South Burlington or New Prague or Sun City West
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting, finance, business administration, or related field; 5+ years in financial planning or advisory work; strong analysis, communication, interpersonal, relationship-building, and client service skills.
2d
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Financial Advisor
Plymouth or Springfield or South Burlington or Scottsdale or New Prague or Sun City West or Burlington or Maine
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting, finance, business administration, or related field; 5+ years in financial planning or advisory work; strong analysis, communication, interpersonal, relationship-building, and client service skills.
3mo
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Associate Financial Advisor
Springfield or South Burlington
$80k-$100k/yr HybridFull Time
2+ YOE2+ years financial services experience; Series 65 or CFP required; strong Microsoft Office, Salesforce; client communication, organization, and problem-solving skills.
Microsoft Office Suite, Salesforce, eMoney
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Private Wealth Advisor
Hanover or Bedford
HybridFull Time
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
3w
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Part-Time Beauty Advisor - Sephora
South Burlington, Vermont, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability (mornings, afternoons, nights, weekends, holidays), ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
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IT Strategic Advisor - Vermont
Williston, Vermont, United States
HybridFull Time
7+ YOE7+ years business experience, 3+ years IT experience; executive client engagement, consultative selling, technology roadmapping, MSP experience preferred; bachelor's or equivalent; relevant certifications a plus.
1mo
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Wealth Management Advisor (Hanover, NH)
Hanover, New Hampshire, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and life & health insurance license required; CFP or CFA preferred; university degree preferred; strong communication and client relationship skills.
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Wealth Management Advisor (Hanover, NH)
Hanover, New Hampshire, United States
$100k-$110k/yr OnsiteFull Time
5+ YOE5+ years managing a book of business or affluent client relationships; obtain FINRA registrations within 120 days; life & health insurance license required; CFP or CFA preferred; university degree preferred.
3w
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Cybersecurity Advisor - Threat Management | Remote, North East, NYC
New York City or Providence or Hartford or Boston or Burlington or Portland or Manchester or Minneapolis or Illinois or Wisconsin
$170k-$230k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years in information security focused on threat management; cybersecurity expertise, strong sales, communication, presentation, and client advisory skills; travel around 25%.
RFI, RFP, SOC, SIEM, SOAR, UEBA
1mo
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Full-Time Beauty Lead Advisor - Sephora
South Burlington, Vermont, United States
$21-$29/hr OnsiteFull Time
Passion for beauty, client-facing retail experience, strong verbal/written communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners
2mo
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Branch Office Administrator - Rutland, VT
Rutland, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, process transactions, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - South Burlington, VT
South Burlington, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions, use MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
MoneyGuide, Salesforce, Microsoft Office
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