Personal Financial Advisor Jobs in Addison, VT

1-5 of 5 Jobs

Wealth Advisor - EastRise Credit Union

  • LPL Financial
  • Burlington, VT (24 miles from Addison, VT)
  • 1 day ago
  • Burlington, VT (24 miles from Addison, VT)
  • 1 day ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

In Person

Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD Burlington, VT, USA

  • State Street Corporation
  • Burlington, VT (24 miles from Addison, VT)
  • 11 days ago
  • Burlington, VT (24 miles from Addison, VT)
  • 11 days ago

management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...

In Person

Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD

  • State Street Corporation
  • Burlington, VT (24 miles from Addison, VT)
  • 13 days ago
  • Burlington, VT (24 miles from Addison, VT)
  • 13 days ago

management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...

In Person

Wealth Advisor

  • Community Financial System, Inc.
  • Williston, VT (23 miles from Addison, VT)
  • 16 days ago
  • Williston, VT (23 miles from Addison, VT)
  • 16 days ago

Experience: Minimum of five (5) years' experience in trust or wealth management industry or related position preferred....

In Person

Private Wealth Advisor

  • Nbtbancorp
  • Burlington, VT (24 miles from Addison, VT)
  • 60+ days ago
  • Burlington, VT (24 miles from Addison, VT)
  • 60+ days ago

Financial and Banking Services : Various benefits and financial planning assistance....

In Person

Demographic Data for Addison, VT

Moving to Addison, VT? Find some basic demographic data about Addison, VT below.


Local
National
643,077
20,393

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Salary for Personal Financial Advisor Jobs in Addison, VT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Addison, VT offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Addison, VT
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%