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investment advisor jobs in burlington, vt

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  • Client Services Associate

    One Day In July LLC —Burlington, VT

    Part of that transition process includes obtaining a Series 65 license. Assist Advisor Team with calls from both prospective and existing clients; schedule…

    $65,000 - $75,000 a year

    Quick Apply

  • Morgan Stanley —Colchester, VT

    Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

    $33,280 - $85,000 a year

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  • Transcend Practice Management —Columbus, OH

    Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.

    $110,000 - $130,000 a year

    Quick Apply

  • THE GARLIKOV COMPANIES —Columbus, OH

    FINRA Series 7/66 or Series 65 and applicable state insurance license. Bachelors degree in finance, accounting or related field. Networks on behalf of firm.


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