Top 23 Wealth manager Jobs in Vermont

VP, Financial Consultant - Burlington, VT
Charles Schwab —South Burlington, VT
- $65,000 - $90,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Associate
Morgan Stanley —Colchester, VT
- $80,700 - $89,800 a year
- Email
- 5 years
- Computer literacy
- Writing skills
Wealth Management Trainee (VT)
Bankers Life —Burlington, VT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor Associate - Rutland, Vermont
TD Bank —Rutland, VT
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Consultant
Community Financial System, Inc. —Manchester, VT
- $66,000 - $108,804 a year
- Full-time
- 18 years or older
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Financial Services Consultant
Baystate Financial —Burlington, VT
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Senior Portfolio Manager - Nottingham Advisors (On-Site)
Community Financial System, Inc. —Williston, VT
- $72,000 - $124,686 a year
- Full-time
- 18 years or older
- Sales
- 5 years
- Paid holidays
- Health insurance
Investment Consultant
Northfield Savings Bank —Barre, VT
- $61,500 a year
- Office
- Finance
- Business development
Quick Apply
Wealth Management Associate
Union Bank of VT/ NH —Morrisville, VT
- $22 - $26 an hour
- Full-time
- Basic math
- Office
- Organizational skills
- Paid holidays
- Disability insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Arizona)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
14d
Wealth Services Representative (1099 Independent Contractor)
The Miliare Group —United States
- $25,000 - $60,000 a year
- Temporary
- Remote
- Background check
- Computer literacy
- US work authorization
- Work from home
- Flexible schedule
Quick Apply

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Wealth Management Associate
Morgan Stanley —Colchester, VT
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…
$80,700 - $89,800 a year
Wealth Management Associate
Union Bank of VT/ NH —Morrisville, VT
The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery…
$22 - $26 an hour

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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wealth manager jobs near vermont

VP, Financial Consultant - Burlington, VT

Charles Schwab -
South Burlington, VT

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Job Details

$65,000 - $90,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

wealth manager jobs in vermont

VP, Financial Consultant - Burlington, VT

Wealth Management Associate

Wealth Management Trainee (VT)

Financial Advisor Associate - Rutland, Vermont

Financial Consultant

Financial Services Consultant

Senior Portfolio Manager - Nottingham Advisors (On-Site)

Investment Consultant

Wealth Management Associate

Relationship Manager – Private Wealth & Tax Solutions

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Arizona)

Wealth Services Representative (1099 Independent Contractor)

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