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Associate Financial Advisor Jobs in Vermont (NOW HIRING)

Berlin City Kia

Automotive Service Advisor

Williston, 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 ...

RMW Accounting LLC

Senior Tax Associate

Wood Stock, VT · On-site

$82K - $101K/yr

... financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence ...

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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.

Automotive Service Advisor

Berlin City Kia

Williston, VT • On-site

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Are you looking to join a trusted brand that provides growth and stability? Berlin City Kia seeks a customer-focused, results-oriented Automotive Service Advisor to join our successful and passionate team in Williston, Vermont!
What We Offer:
  • Competitive pay plan with a career path that offers financial growth opportunities. Income opportunity is commission-based: $80,000 - $ 100,000 annually!
  • Flexible schedule with paid time off that accrues from day one of employment
  • Recognition programs & awards are part of the culture that rewards excellence and high-performance
  • An extensive benefits package including medical, dental, vision, life, and disability insurance, and more
  • 401(k) with employer contribution!
  • Health and Wellness membership reimbursement of up to $75.00 per month
  • Employee discounts
  • Fun team atmosphere

Position Overview:
A Service Advisor initiates automotive service and repairs by communicating with customers to ascertain the maintenance services requested. In addition, they verify any warranty and service contract coverage and identify and inform customers of any additional vehicle maintenance or repair opportunities deemed valuable to maintain vehicle safety and performance. The Service Advisor is an excellent opportunity to experience the day-to-day operations of the service department. Whether answering and making phone calls and emails or assisting service customers face to face, you'll be responsible for ensuring every customer has a positive, lasting experience with Berlin City Auto Group. Pay Range: $100,000- $110,000 annually
Who You Are:
  • You are passionate about taking care of the customer and have the knowledge to educate them about what is going on with their vehicle in terms they can understand
  • You are professional, career-minded, with character, skill, and drive;
  • You value continual training & professional development
  • You have a proven ability to set and achieve targeted goals
  • You consistently meet or exceed productivity and service standards
  • You possess exceptional communication, organization, and follow-up skills
  • You work as a team player and interact with customers, managers, and co-workers in a professional, courteous manner
  • You have keen technical skills and thrive on learning

Essential Functions:
  • Provide every customer with an estimate of repair costs, including parts and labor, or identification of warranty coverage after a complete assessment is completed on the vehicle.
  • Provide customers authorization timely for additional repairs that may be needed before the repairs are completed.
  • Establish a realistic and specific time promise (including waiters) for each customer.
  • Maintain an accurate job tracking sheet that provides a proper workload based on daily calculations of group capability. Workload should not create carryovers, nor should the production group run out of work.

Requirements:
  • You have a minimum of one year prior automotive experience
  • Possess a valid driver's license and have a favorable motor vehicle record
  • Ability to pass a pre-employment background check
  • Authorized to work in the United States

Who We Are:
Berlin City Auto Group is a family of dealerships throughout Maine and Vermont. We embrace a culture that recognizes strength lies in differences, not similarities. Our associates are a team of highly energized, engaged, and diverse people bound together by our core beliefs and values. Together, we are dedicated to Humility, Integrity, and Passion, fostering professional growth and processes that deliver extraordinary customer and associate satisfaction. Our philosophy is Easier - a way of doing business that finds a way to satisfy every customer with the highest service level. Our team feels like family, and we treat everyone around us that way. We are passionate about our work and the culture that we have created.
Listen to what our team has to say about working in Service at Berlin City Auto Group
To Learn More about Berlin City Auto Group and Career Opportunities, visit us at https://berlincitycareers.com/
EEOC
Summit Automotive Partners is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Summit Automotive Partners strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including pregnancy), gender (including gender nonconformity and status as a transgender individual), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law. All Summit Automotive Partners employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
ADA
Summit Automotive Partners complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law. Consistent with those requirements, Summit Automotive Partners will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to perform the job's essential functions unless doing so would create an undue hardship. If you believe you need an accommodation, refer any such request to the Human Resources Department. Summit Automotive Partners will also, where appropriate, provide reasonable accommodations for an employee's religious beliefs or practices.
586 Marshall Ave Williston, VT 05495

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