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Associate Financial Planner Jobs in Vermont (NOW HIRING)

Eisneramper Llp

Tax Senior Associate

Burlington, VT

$81K - $101K/yr

Conduct research and planning according to applicable tax laws and regulations. * Appropriately ... Our clients are enterprises as diverse as sophisticated financial institutions and start-ups ...

Lindsay & Brownell

Tax Senior Associate

Burlington, VT · On-site

$81K - $101K/yr

Conduct research and planning according to applicable tax laws and regulations. * Appropriately ... Our clients are enterprises as diverse as sophisticated financial institutions and start-ups ...

Burlington

Staff Accountant I - Payroll

Burlington, VT

$50K - $65K/yr

Partner with FP&A to determine how plans/forecasts are calculated. Analyze and review forecast to ... Full-time associates are also eligible for paid time off, paid holidays and a 401(k) plan. We are a ...

Burlington Stores, Inc.

... and financial objectives. This role plays a key part in shaping executive decisions, maximizing ... Full-time associates are also eligible for paid time off, paid holidays and a 401(k) plan. We are a ...

Sam's Club

Cafe Associate

Grand Isle, VT · On-site

$18.50 - $26.50/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Sam's Club

Cafe Associate

South Hero, VT · On-site

$18.50 - $26.50/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Pwc

Oracle EPM - Senior Associate

Montpelier, VT · On-site

EPBCS - Enterprise Planning, Budgeting Cloud Services FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Vermont

Associate Financial Planner information

See Vermont salary details

$48.4K

$89.2K

$119.6K

How much do associate financial planner jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial planner in Vermont is $89,212.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $106,300.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner 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 $89,212 per year, or $42.9 per hour.

Manufacturing Process Planner / Layout Engineer

Preci Manufacturing Inc

Winooski, VT • On-site

$24.50 - $30/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Job Type
Full-time
Description
Manufacturing Process Planner / Layout Engineer
Winooski, VT • Full-Time • Monday-Friday
Pay: $24.50 - $30.00 per hour
Early-career Manufacturing Process Planner / Layout Engineer wanted for a clean, stable precision manufacturing environment. Help turn customer drawings and requirements into clear manufacturing process plans for high-quality military and aerospace components. This is a great opportunity for a recent graduate or early-career candidate with CAD, drafting, engineering, or manufacturing experience who wants to build a career in precision manufacturing.
Position Overview
Preci Manufacturing is seeking a Manufacturing Process Planner / Layout Engineer to support our engineering and production teams. This position is responsible for creating process plans, drafting operation layouts, supporting tooling and fixturing documentation, and helping translate customer engineering requirements into clear instructions for the shop floor.
This is a great role for someone who enjoys CAD, technical drawings, problem solving, and hands-on manufacturing. The ideal candidate is detail-oriented, organized, and interested in learning how precision components are planned, documented, and manufactured.
Why Join Preci
• Stable, growing precision manufacturing company
• Clean, organized shop with a strong team environment
• Opportunity to work with precision components used in demanding applications
• Great role for a recent graduate or early-career candidate with CAD, drafting, engineering, or manufacturing interest
• Hands-on exposure to engineering, quality, and production processes
• Consistent full-time Monday-Friday schedule
• Competitive pay and comprehensive benefits
Key Responsibilities
• Create and update manufacturing process plans for precision machined components
• Draft operation process drawings and layout documentation for production use
• Assist with tooling, fixturing, and workholding drawings as needed
• Read and interpret customer engineering drawings, specifications, and contract requirements
• Help translate technical requirements into clear shop-floor instructions
• Work with engineering, quality, and production teams to support accurate and efficient manufacturing processes
• Review part requirements, tolerances, materials, and special instructions to support production planning
• Support continuous improvement of process documentation, work instructions, and manufacturing flow
• Learn and follow military, aerospace, ISO 9001, and AS9100-related documentation requirements
• Maintain accurate engineering records and documentation
Benefits
• 401(k) with company match
• Health insurance with Health Reimbursement Arrangement (HRA)
• Dental and vision insurance
• Life insurance
• Short-term disability
• Critical illness and accident insurance
• Paid time off (PTO) and paid holidays
• Employee assistance and financial wellness support, including BeneMoney, an employee loan program with payroll deduction
• 50% discounted gym membership at The Edge Fitness Clubs
Work Location
On-site in Winooski, VT
Apply Today
If you are a recent graduate or early-career candidate who enjoys CAD, technical drawings, and solving manufacturing problems, we encourage you to apply. This is an opportunity to learn how complex precision parts are planned and built in a stable, team-oriented manufacturing environment.
Requirements
• Associate's degree, bachelor's degree, technical training, or equivalent hands-on experience preferred
• CAD experience required; drafting or manufacturing drawing experience preferred
• Ability to read and interpret technical drawings, blueprints, and specifications
• Strong attention to detail and accuracy
• Interest in precision manufacturing, machining, tooling, and production planning
• Ability to stay organized and manage multiple priorities
• Willingness to learn military, aerospace, ISO 9001, and AS9100-related requirements
• Ability to communicate clearly with engineering, quality, and production teams
• Prior manufacturing, machining, internship, or co-op experience is a plus, but not required
Salary Description
Pay: $24.50 - $30.00 per hour

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