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Finance Representative Jobs in Vermont (NOW HIRING)

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Finance Representative information

See Vermont salary details

$33.5K

$76.2K

$122.3K

How much do finance representative jobs pay per year?

As of Aug 29, 2026, the average yearly pay for finance representative in Vermont is $76,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,300.00 and $97,800.00 per year, depending on experience, location, and employer.

What is a finance representative?

Finance Representatives are professionals who assist individuals or organizations with financial services, such as loans, investments, and account management. They evaluate clients' financial needs, explain available products or services, and help complete necessary paperwork. Their goal is to match clients with the right financial solutions, ensuring compliance with regulations and company policies. Finance Representatives may work in banks, credit unions, or other financial institutions, and often provide customer service and support throughout the financial process.

What are the key skills and qualifications needed to thrive as a finance representative, and why are they important?

To thrive as a Finance Representative, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or business. Familiarity with financial software like QuickBooks, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA Series 6 or 7 may be advantageous. Excellent communication, customer service, and problem-solving abilities help build client trust and resolve inquiries effectively. These skills ensure accurate financial guidance, regulatory compliance, and positive client relationships, which are critical for success in the finance industry.

How does a finance representative typically collaborate with other departments within an organization?

Finance Representatives frequently work closely with departments such as sales, operations, and customer service to ensure accurate billing, resolve client inquiries, and support the financial aspects of transactions. They often act as a liaison, communicating financial policies and helping other teams understand the implications of various financial decisions. This cross-functional collaboration is essential for maintaining financial accuracy and ensuring a seamless client experience. Building strong working relationships across departments can also open up future advancement opportunities within the company.

What is the difference between Finance Representative vs Financial Advisor?

AspectFinance RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client meetings, office or virtual
Employer & IndustryFinancial institutions, banks, credit unionsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding entry-level roles, customer service in financePersonal financial planning, investment advice

The main difference is that a Finance Representative typically handles customer service and basic financial transactions within banks or financial institutions, often requiring minimal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications. Both roles work within the financial industry but serve different client needs and require different qualifications.

What are popular job titles related to Finance Representative jobs in VT?

For Finance Representative jobs in VT, the most frequently searched job titles are:

Finance Representative jobs near you
Infographic showing various Finance Representative 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 65% Physical, 1% Hybrid, and 34% Remote job distribution, with an average salary of $76,157 per year, or $36.6 per hour.

Financial Representative - Entry Level

Newport, VT • On-site

New England Region - Modern Woodmen of America
See more jobs at New England Region - Modern Woodmen of Americaexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

The New England Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids
Check out the varying backgrounds of some of our local leaders:
Timothy Graham is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful impact through personalized financial guidance and community involvement. With over 25 years of experience in the financial industry, Timothy began his career in 1999 with AXA/Equitable, specializing in the 403(b) market and helping educators and staff prepare for retirement. His leadership is defined by genuine connection, consistency, and a deep passion for helping others achieve financial security. Outside of work, Timothy enjoys spending time with family and friends and loves boating and fishing on Sebago Lake and Little Sebago Lake.

Matthew Nadeau is a Managing Partner with Modern Woodmen of America, where he focuses on helping members and advisors make a meaningful difference through financial guidance and community involvement. Before joining Modern Woodmen in 2021, Matthew spent 15 years in healthcare administration and government operations, building strong leadership and organizational skills. He holds a Bachelor of Science in Athletic Training and is currently completing his MBA at Southern New Hampshire University. Outside of work, Matthew enjoys spending time with family and pursuing his passions for hunting, snowmobiling, and exploring the outdoors of Maine.

Carter Bruce is a Financial Representative with Modern Woodmen of America, where he focuses on helping individuals and families achieve their financial goals through personalized guidance and community involvement. He has been with Modern Woodmen for three years and previously gained experience in retail management and customer service. Outside of work, Carter enjoys spending time with his fiancée, Madison, and their cat, Maevis, as well as watching sports and staying active at the gym.
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Perks/Benefits:
  • Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. 
  • Exclusive training/development with experienced financial services professionals supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 
Required Active Financial Licenses:
  • SIE Certification or Willingness to Quickly Obtain
  • Life/Health License or Willingness to Quickly Obtain
Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.