3w
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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.
1mo
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Work From Home - Client Benefits Advisor
Brattleboro, Vermont, United States
RemoteFull Time
Must be driven, competitive, a self-starter, and willing to be coached; work remotely with interested clients; interviews via Zoom.
Zoom
2mo
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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
1w
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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.
1w
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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 - Barre, VT
Barre, Vermont, United States
OnsiteFull Time
Provide administrative and client support for financial advisors, manage client accounts and transactions, handle scheduling and marketing activities, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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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
3w
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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
1mo
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Branch Office Administrator - Springfield, VT
Springfield, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account openings and transactions, use MoneyGuide, Salesforce, and Microsoft Office; requires analytical thinking, attention to detail, and strong communication.
MoneyGuide, Salesforce, Microsoft Office