Top 11 Finance associate Jobs in Williston, Vt

Financial Consultant Associate
NBT Bank —Burlington, VT
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Disability insurance
Associate Financial Advisor
Berger Financial Group —South Burlington, VT
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
11d
Finance Associate
Spectrum Youth and Family Services —Burlington, VT
- $55,000 - $60,000 a year
- Full-time
- Microsoft Word
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate
Morgan Stanley —Colchester, VT
- $80,700 - $89,800 a year
- Email
- 5 years
- Computer literacy
- Writing skills
10d
Part Time (30 Hours) Associate Banker, Downtown Burlington Branch, Burlington, VT
JPMorganChase —Burlington, VT
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Business and Finance Associate
Greater Burlington YMCA —Burlington, VT
- $17.55 - $23.16 an hour
- Full-time
- Office
- 1 year
- Associate's degree
Quick Apply
Director of Finance (Associate CFO)
LAMOILLE COUNTY MENTAL HEALTH SERVICES MASTER —Morrisville, VT
- $80,000 a year
- Full-time
- CPA
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
3d
Associate Institutional Relationship Manager - Burlington, VT
TD Bank —Burlington, VT
- $72,280 - $108,160 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Paid time off

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Financial Specialist
BalancedCare Community Services Inc —Essex Junction, VT
Respond to calls from clients and case workers. The Financial Specialist may also be required to assist with VA Accountings and help with collecting documents…
$21 - $23 an hour
Quick Apply
Controller - Omega Excavation & Site Development
Gallagher, Flynn & Company —South Burlington, VT
Ensure accurate and timely filing of federal, state, and local income tax returns and other business-related filings. Position Type: Full-time, Exempt.
$110,000 - $130,000 a year
Quick Apply

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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Finance & Business Management Associate
JPMorganChase —Columbus, OH
Identify and implement opportunities to leverage technology, including AI tools, to streamline processes and add value (consistent with JPMorganChase-approved…
$80,750 - $115,000 a year

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Financial Consultant Associate

NBT Bank -
Burlington, VT

Apply Now

Job Details

Full-time

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Tuition reimbursement
Paid time off
Adoption assistance
Pension plan
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Pet insurance

Qualifications

Customer communication

Full Job Description

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations standards and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to determine investments and insurance needs, recommends appropriate products, and makes appropriate referrals to business partners. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.

Education and Experience:

Bachelor degree in related financial services field or equivalent education and experience

Skills and Abilities:

Knowledge of general business practices
Effective communication skills
Effective interpersonal skills
Proficient in Microsoft Office 365

Unique Job Characteristics and Requirements:

Ability to obtain Series 7, 63registration and Life & Health Insurance Licenses within 12months of assuming job responsibilities.

Tasks Performed:

50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market teams. Monitors client investment performance and makes appropriate recommendations.
25% Provide sales assistance to Financial Consultants
20% Develops and executes individual business plans to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals.
5% Other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

Apply Now

Refine Your Search

finance associate jobs in williston, vt

Financial Consultant Associate

Associate Financial Advisor

Finance Associate

Wealth Management Associate

Part Time (30 Hours) Associate Banker, Downtown Burlington Branch, Burlington, VT

Business and Finance Associate

Director of Finance (Associate CFO)

Associate Institutional Relationship Manager - Burlington, VT

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