Top 18 Wealth manager Jobs in Montpelier, Vt

Investment Consultant
Northfield Savings Bank —Barre, VT
- $61,500 a year
- Office
- Finance
- Business development
Quick Apply
14d
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
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
21h

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Investment Consultant

Northfield Savings Bank -
Barre, VT

Quick Apply

Job Details

$61,500 a year
14 days ago

Qualifications

Business development management
Financial sales
Customer relationship building
Professional ethics
Series 66
Series 7
Business development
Financial product expertise
Business development within finance
Banking business development
Community relationship building
Experience practicing in the securities industry
Portfolio diversification strategy
Retirement planning advisory services
Consultative selling

Full Job Description

Key Responsibilities

Develop and manage trusted relationships with clients by understanding their financial goals, risk tolerance, and long-term objectives.
Deliver comprehensive wealth management, investment, retirement, and financial planning solutions tailored to client needs.
Build and maintain a strong pipeline of new business opportunities through referrals, networking, community involvement, and partnership with internal bank teams.
Conduct client portfolio reviews and recommend investment strategies aligned with clients' evolving circumstances and market conditions.
Collaborate with retail, business banking, mortgage, and commercial banking teams to identify and serve wealth management opportunities.
Ensure compliance with all applicable regulatory requirements, firm policies, and industry standards.
Maintain thorough and accurate client records, investment documentation, and suitability assessments.
Monitor market trends, economic conditions, and regulatory developments to provide informed guidance and recommendations.
Participate in community and professional organizations to enhance visibility and strengthen client relationships.
Meet or exceed established business development, asset growth, and client retention goals.

Disclaimer: What is listed above is representative of the position's responsibilities, but is not meant to be an exhaustive list, nor does it reflect a complete job description. Responsibilities may change during employment at Northfield Savings Bank at the company's discretion.

Required Qualifications

Bachelors degree in Finance, Business Administration, Economics, Accounting, or a related field, or equivalent combination of education and experience.
Demonstrated experience in investment advisory, wealth management, financial planning, or financial services.
Strong understanding of investment products, retirement planning, asset allocation, and portfolio management principles.
Excellent relationship-building, business development, and consultative sales skills.
Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
Proven ability to work independently while collaborating effectively within a team environment.
High degree of professionalism, integrity, discretion, and commitment to fiduciary and ethical standards.
This role is designated as an Officer role within the bank
Vice President level candidates must possess a minimum of 10 years of relevant wealth management , investment advisory, or financial services experience

Bank Officer Designation

This role is designated as an Officer role within the bank
Vice President level candidates must possess a minimum of 10 years of relevant wealth management , investment advisory, or financial services experience

Licensing Requirements

Active FNRA Series 7 and Series 66 licenses
State Life and Health Insurance license preferred; required within six months of employment
Certified Financial Planner (CFP) designation preferred.

Professional Development & Career Advancement

We're committed to developing talent from within. Whether you're looking to enhance your credentials, expand your expertise, or pursue leadership opportunities, we'll support your professional journey every step of the way.
Your growth is our investment. Through mentorship, training, continuing education, and career development resources, you'll have the tools and support to reach your full potential.

Compensation

Base compensation range at hire (dependent on experience): $61,500 + Commissions

Studies have shown that women and people of color are less likely to apply for jobs if they believe they do not meet every qualification. At NSB, our goal is to find the best candidate for the job and build a diverse, inclusive, and authentic workplace. We will consider an equivalent combination of knowledge, skills, education, and experience to meet qualifications. If you are excited about this role but your past experiences do not align perfectly, we still encourage you to apply! You may be a great candidate for this role or another open role we have.

Questions? Contact Us.

[email protected]

(800) 672-2274

Northfield Savings Bank is an Equal Opportunity Employer.

Work Location: In person

Quick Apply

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wealth manager jobs in montpelier, vt

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Licensed Financial Professional | Build Your Practice. Expand Your Future.

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