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Senior Wealth Advisor, Montpelier, VT
access_time Posted 14 days ago
account_balance Savvy Wealth
location_on Montpelier
As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry ... Provide comprehensive financial planning and investment management advice to clients * Collaborate ...
Senior Wealth Advisor, Burlington, VT
access_time Posted 1 month ago
account_balance Savvy Wealth
location_on Burlington
As a Senior Wealth Advisor, you'll play a critical role in our mission to transform the industry ... Provide comprehensive financial planning and investment management advice to clients * Collaborate ...
Senior Wealth Manager, Montpelier, VT
access_time Posted 14 days ago
account_balance Savvy Wealth
location_on Montpelier
... financial advisor * Manage a portable book of business with $15M+ in AUM * Certified Investment Adviser Representative (Series 65 or 66) * Passionate about using technology to deliver better ...
Human Resources Director
access_time Posted 12 hours ago
account_balance COTS
location_on Burlington
Administer the COTS 403(b) retirement plan, working closely with COTS TPA, investment advisor partners, and recordkeeper to ensure compliance and fiduciary responsibilities are met. * Serve as HRIS ...
Operations Associate
access_time Posted 1 month ago
account_balance Manchester Capital Management LLC
location_on Manchester
Over the ensuing years, Manchester added a number of non-family clients, leading to its registration with the Securities and Exchange Commission in 1993 as a Registered Investment Advisor. Today, MCM ...
Fast Track Financial Services Partner
access_time Posted 21 days ago
account_balance New York Life Insurance
location_on Burlington
... Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer ...
Senior Wealth Manager, Burlington, VT
access_time Posted 1 month ago
account_balance Savvy Wealth
location_on Burlington
... financial advisor * Manage a portable book of business with $15M+ in AUM * Certified Investment Adviser Representative (Series 65 or 66) * Passionate about using technology to deliver better ...
Portfolio Administrator
access_time Posted 1 month ago
account_balance Broadlake Financial Management
location_on South Burlington
Support all operational aspects of a growing Registered Investment Advisor (RIA), including custodial paperwork (account openings & transfers, etc.), money movements, tax document requests, data ...
Associate Financial Advisor - Remote
access_time Posted 11 days ago
account_balance Ameriprise Financial - Vermont
location_on Williston
... Advisor to join our team. This role has the opportunity to be a hybrid role, allowing you to work ... Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop ...
Associate Financial Advisor
access_time Posted 1 month ago
account_balance Berger Financial
location_on South Burlington
Through collaborative and compliant efforts with the Senior Financial Advisor and Berger Financial Group, the goal of this position is to offer custom advice in areas such as investment management ...
Entry-Level Financial Advisor - Training Provided
access_time Posted 6 days ago
account_balance Baystate Financial
location_on Richmond
... investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and ...
Operations Administrator
access_time Posted 2 months ago
account_balance InTrack Investment Management, Inc.
location_on South Burlington
InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the ... advisors with administrative tasks and client communications daily. * Manage inquiries from ...
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