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Associate Financial Planner Jobs in Vermont (NOW HIRING)

Retail 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 ...

Café 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 ...

Retail 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 ...

Café 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 ...

Prepared Foods 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 ...

Prepared Foods 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 ...

Uses objective financial and business analyses to evaluate the returns and risks of business ... Advocate Planning and Continuous Improvement: Sets and communicates clear and aligned goals ...

Uses objective financial and business analyses to evaluate the returns and risks of business ... Advocate Planning and Continuous Improvement: Sets and communicates clear and aligned goals ...

Food Market 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 ...

Food Market 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 ...

Meal Prep 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 ...

Prepared Food 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 ...

Prepared Food 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 ...

Meal Prep 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 ...

Grab & Go Food 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 ...

Grab & Go Food 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 ...

Showing results 41-60

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.

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:

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

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

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

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

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.

Strategic Development Coordinator

Dream Program

Winooski, VT • On-site

Full-time, Part-time

Posted 17 days ago


Job description

Strategic Development Coordinator

This is a Part Time or Full Time AmeriCorps position. While most work will be done virtually, occasional staff retreats and/or meetings will require in person attendance. We are accepting folks from any of our service sites. For more information about our locations, please visit our website: Our Locations | The DREAM Program.


Job Overview

The Strategic Development Coordinator is focused on special projects that will grow DREAM's capacity to reach new youth. This position is responsible for designing and implementing efficient business systems to enhance organizational effectiveness and accuracy, improve internal communication, and foster stronger connections across all stakeholders.

This role sits within the business office, a team of two full-time staff: the Associate Finance & Strategy Officer and the Business Manager.

Mission

The DREAM Program is committed to dismantling systems of oppression that affect our youth and families. This organizational commitment means that members should join this space with an intention of learning, unlearning, and diving into ways that your involvement will directly contribute to DREAM's mission of reducing the Opportunity Gap while also supporting the dismantling of other systemic inequities. We seek members who contribute to The DREAM Program's diverse community, as having different perspectives, identities, and skills are what allow us to excel in our service. DREAM seeks members who are ready to engage in and foster an inclusive environment, and who strive to deliver culturally appropriate and relevant programming to the youth we serve. Incoming members and staff should understand that we serve marginalized communities, which means that it is imperative that diversity, equity, and inclusivity are infused into every aspect of our work as an organization.


This position is ideal for someone interested in nonprofit financial management, data-driven decision-making, and building systems that improve organizational outcomes and efficiency.


Responsibilities:

Finance & Compliance

  • Support program budgeting and financial management, including tracking expenses, analyzing spending trends, and informing future budget planning
  • Research vendors and supplies to support cost-effective purchasing decisions
  • Assist with audit and compliance preparation through review of financial documentation and maintenance of accurate records
  • Develop and improve financial tools and systems, including templates and administrative software

Data, Research & Process Improvement

  • Evaluate and monitor internal workflows to identify process improvements, streamline operations, and strengthen program quality.
  • Conduct research on best practices in nonprofit financial management and internal systems, recommending and implementing software and tools that enhance organizational efficiency.
  • Build reports, dashboards, templates, and guidelines that support datadriven decisionmaking and transparent operational discussions.
  • Collaborate across teams to integrate new systems, ensure effective resource utilization, and support continuous improvement of program processes.

Training & Organizational Learning

  • Develop onboarding and LMS training modules that introduce new staff and members to organizational tools, workflows, and compliance expectations.
  • Design SOPs and stepbystep guides that support consistent use of internal business systems and reinforce highquality operational practices.
  • Evaluate the effectiveness of training materials based on staff feedback and adapt the materials to suit organizational priorities

Required Qualifications:

  • Interest nonprofit finance, business operations, and fundraising processes
  • Commitment to DREAM's mission to close the opportunity gap
  • Experience working with youth and a commitment to serving as a positive role model
  • Passion for supporting the ongoing work related to Diversity, Equity and Inclusion.
  • Experience working or living in a diverse and inclusive environment with elevated, demonstrated awareness of issues of social equity and social and racial justice.
  • Demonstrated practice or education serving diverse communities or populations of people of color in an equitable manner and a manner that is respectful and aware of the community's experience.
  • Strong organizational skills and ability to manage time, set priorities, and follow through on projects.
  • Strong written and verbal communication skills.
  • Access to resources necessary to support your telework/service experience (electrical power outlet to keep devices charged, reliable wifi connection that can connect with our cloud-based softwares).
  • Ability to regularly meet in person with your team or your service assignment in their assigned location (including responsibility for transportation to and from).
  • Access to a reliable phone.

Preferred Qualifications:

  • Experience and knowledge related to trauma informed behavior management and restorative practice.
  • Previous experience in leadership positions with peers.


DREAM AmeriCorps Benefits:

  • Living Stipend provided to you in biweekly payments.
  • AmeriCorps members may be eligible for:
    • Supplemental Nutrition Assistance Program (SNAP) (food stamps)
    • Child care assistance
    • Medicaid
    • Student loan deferment (forbearance)
    • Other publicly-funded benefits, such as heating and utility assistance.
  • Upon the completion of the service term, AmeriCorps members are eligible to receive the Segal Education Award, which can be used to pay education expenses or repay qualified student loans.
  • As an AmeriCorps member at DREAM, you will have the additional support of a DREAM AmeriCorps Director to help you navigate your service term and apply for publicly funded programs.
  • DREAM is invested in your professional and personal development and supports a variety of professional development opportunities throughout the service term.


DREAM AmeriCorps Requirements:

  • Commitment to the full service term as identified in your offer.
  • Commitment to the mission of AmeriCorps and DREAM.
  • Desire to enhance existing skills and develop new skills necessary for service.
  • Must be a citizen, national, or lawful permanent resident alien of the U.S.A. due to AmeriCorps requirements.
  • Be at least 17 years of age at the commencement of service OR be an out-of-school youth 16 years of age at the commencement of service participating in a program
  • Have a high school diploma or its equivalent OR not have dropped out of elementary or secondary school to enroll as an AmeriCorps participant (and must agree to obtain a high school diploma or its equivalent prior to using the education award) OR obtain a waiver from the Corporation OR be enrolled in an institution of higher education on an ability to benefit basis
  • Members must agree to the following Criminal History Checks to be performed in order to serve as an AmeriCorps Member: NSOPW (Public Sex Offender) Check, Statewide Criminal Repository Checks (for State of Service and State of Residence), and FBI fingerprint-based Criminal History Check. The member is aware that their identity must be verified with a government-issued photo ID. The results of these checks will be kept confidential, but could affect eligibility to serve in AmeriCorps.


Work environment: This position operates in multiple spaces. The spaces included may have characteristics similar to a professional office environment, an indoor/outdoor environment with active children and students, at our rustic Camp DREAM, and within the program sites we serve. This role routinely uses computers and various softwares regularly, as well as standard office/school equipment (such as phones, photocopiers, filing cabinets and printers) as well as equipment characteristic of an outdoor and indoor youth camp (pop-up shade canopies/tents, hand tools, activity supplies, food preparation equipment, storage spaces and sports equipment/toys).

Physical demands: The physical demands described here are representative of those that must be met by an employee/member to successfully perform the essential functions of this job:

  • This position requires comfort working in outdoor environments, regardless of the weather. This position can be very active and frequently requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing.
  • While performing the duties of this job, the employee/member is regularly required to communicate with individuals who talk and hear.
  • The employee/member may occasionally lift and/or move items over 50 pounds.
  • While performing the duties of this job, the employee/member is regularly required to observe and comprehend using vision abilities that include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Travel: Travel may include regular local travel and less-common interregional travel (visiting other DREAM geographies and for retreats and special events) during the work hours described. Out-of-the-area and overnight travel will be occasionally expected.

AAP/EEO Statement: The DREAM Program is an equal opportunity employer and an incorporated 501(c)3 charitable organization. The DREAM Program prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

At will employment: The DREAM Program is an at will employer. Employment with The DREAM Program is voluntary and is subject to termination by you or The DREAM Program at will, with or without cause, and with or without notice, at any time. The policy of employment-at-will may not be modified by any officer or employee.