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Associate Financial Advisor Jobs in Vermont (NOW HIRING)

H&R Block

Tax Associate

Brandon, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Manchester Center, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Rutland, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bennington, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Springfield, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Brattleboro, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Saint Johnsbury, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bellows Falls, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Newport, VT · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Berlin City Kia

Automotive Service Advisor

Burlington, VT · On-site

$100K - $110K/yr

Competitive pay plan with a career path that offers financial growth opportunities. Income ... Our associates are a team of highly energized, engaged, and diverse people bound together by our ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Vermont

Associate Financial Advisor information

See Vermont salary details

$40.9K

$71.4K

$119.6K

How much do associate financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial advisor in Vermont is $71,405.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $87,700.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Vermont?

The most popular types of Financial Advisor jobs in Vermont are:

What are popular job titles related to Associate Financial Advisor jobs in Vermont?

For Associate Financial Advisor jobs in Vermont, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Vermont look for?

The top searched job categories for Associate Financial Advisor jobs in Vermont are:

What cities in Vermont are hiring for Associate Financial Advisor jobs?

Cities in Vermont with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in VT?

For Associate Financial Advisor jobs in VT, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Vermont as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,405 per year, or $34.3 per hour.

Student Success Advisor

Vermont State University

Williston, VT • On-site

Full-time

Posted 23 days ago

Job description

BASIC FUNCTION
Serve as student success advisor for a caseload of new undergraduate students in their first year
at VTSU. Facilitate a smooth transition into the university through personalized onboarding,
including registration for first semester classes. Create a support network for advisees based on
their individual needs and experiences. Help advisees establish goals and connect to their
purpose in college while preparing them to effectively navigate their academic experience and
beyond.
ESSENTIAL DUTIES & RESPONSIBILITIES
  • Serve as student success advisor for an assigned caseload of undergraduate students who are in their first year at VTSU, that includes working collaboratively across departments and within Student Success to achieve Vermont State University student success goals, the university's mission and vision, accessibility requirements, and diversity, equity, and inclusion initiatives.
  • Demonstrate inclusivity and provide excellent customer service in all modalities, including in-person, telephone, e-mail, video call, live chat, texting, and the like.
  • Support incoming new students to make a successful transition into VTSU, register for the first semester, and progress toward graduation or completion, including:
  • Use of advising, registration, and support tools, forms, and resources.
  • Comprehension of degree requirements and the ability to monitor time to completion.
  • Fielding questions about how transfer, dual enrollment, and other previously earned college credit apply toward program requirements.
  • Connect advisees with other departments or resources as necessary (i.e., Career Services, Academic Support, Financial Aid/Billing, Wellness & Counseling, Residential Life, International Student Support, etc.)
  • Work closely with faculty advisors to coordinate and provide team support for advisees.
  • Assist with major exploration for undeclared advisees or advisees considering changing majors.
  • Provide career and work readiness advising by:
  • Identifying and explaining connections between majors, general education, and career paths.
  • Motivating students to participate in career/major exploration activities, strengths inventories, assessments, and other career readiness tools.
  • Facilitating enrollment in internships, micro-credentials, and other hands-on learning opportunities as part of the career development process.
  • Supporting students to collect work readiness artifacts in an e-portfolio or the like.
  • Administer advising surveys and provide follow-up support to advisees as needed.
  • Collaborate with CNX1 instructors to support students as needed.
  • Assist with the development, implementation, and assessment of interventions and programming designed to reduce achievement gaps among student groups, as determined by data analysis.
  • Provide specialized advising to advisees who are on academic probation or otherwise at risk.
  • Participate in events (for example, Early College/VAST, TRIO, Registration events, onboarding, orientation, etc)
  • Use the advising system to enter meeting notes, track progress, and perform outreach to advisees.
  • Manage and respond to faculty and staff-initiated alerts and automated alerts for advisees and other students as needed.
  • Serve as member of CARES Early Alert team
  • Support high school students enrolled in VTSU-taught courses through group onboarding and advising alert management, follow-up, and support.
  • Support advisees through the study abroad/away exploration and application process.
  • Conduct interviews with advisees who have indicated they wish to exit the university or take a leave of absence.
  • Serve on university committees and perform other advising duties as assigned.

SUPERVISION RECEIVED
Direct supervision is received by an Associate Director of Advising.
MINIMUM QUALIFICATIONS
Bachelor's degree in appropriate discipline. Two to four years relevant experience, or experience
from which comparable knowledge and skills are acquired.
PREFERRED QUALIFICATIONS
Master's degree in appropriate discipline with two to four years relevant experience, or
experience from which comparable knowledge and skills are acquired.
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge:
  • Understanding of the educational goals and objectives of Vermont State University including attention to accessibility and diversity, equity, and inclusion.
  • Understanding of the psychological and cultural characteristics of economically and educationally disadvantaged students, particularly in a rural setting.
  • Awareness of developmental, holistic, and proactive approaches to academic & career advising.
  • Necessary knowledge to provide personal non-clinical counseling and document case notes.
  • Experience coordinating student support across multiple areas.

Skills:
  • Excellent interpersonal and communication skills.
  • Able to meet students where they are and ensure they feel listened to and they are comfortable working with advisor to navigate challenges and concerns as they come up.
  • Strong organizational and problem-solving skills.
  • Experience with (or ability to learn) technologies such as Aviso, Colleague, Self-Service,
  • Slate, Microsoft products, and Perceptive Content.
  • Proven record of accountability and follow-through with the ability to meet deadlines.

Abilities:
  • Demonstrated ability to positively influence student skill development, such as communication skills, leadership skills, academic skills, technical skills, non-cognitive or 'soft' skills, and social skills.
  • Demonstrated ability to foster student development in the attainment of student success goals, such as academic purpose, sense of belonging/identity, agency, career readiness, civic readiness, access & equity.
  • Demonstrated positive attitude regarding Vermont State University and a desire to improve student outcomes, including attention to diversity, equity, and inclusion.
  • Demonstrated ability to support a diverse community and promote diverse perspectives and cultures in an inclusive environment.
  • Ability to work effectively with a wide range of individuals within the University and capacity to work as part of a team to collaborate and choose student success.
  • Ability to collaborate effectively with college personnel as well as families/guardians and external resources in carrying out the various coordination, liaison, and advocacy aspects of the job.
  • Ability to work some weekends and evenings to provide student support outside of normal business hours.

Scheduled Hours Weekly:
37.5
Budgeted Wage for this Position:
$44,000-45,000
Exempt Status:
Exempt
Grade:
S12
Job Posting Responsibilities:
Unit Determination:
Professional, Administrative, Technical - VSC United Professionals

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