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Financial Planner Jobs in Vermont (NOW HIRING)

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Financial Planner information

See Vermont salary details

$53.7K

$102.8K

$148.3K

How much do financial planner jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial planner in Vermont is $102,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,800.00 and $108,500.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about 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 Financial Planner jobs in Vermont?

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

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

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

What cities in Vermont are hiring for Financial Planner jobs?

Cities in Vermont with the most Financial Planner job openings:

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

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

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Vermont as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,796 per year, or $49.4 per hour.

Financial Planning & Analysis Manager

Galloway-

Saint George, VT • On-site

$125 - $150/hr

Other

Posted 6 days ago

Key responsibilities

  • Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes

  • Develop and maintain management reporting packages, including variance analysis and executive dashboards

  • Track and analyze key performance indicators (KPIs), including utilization, revenue drivers, and profit center performance

Job description

Career Opportunities with Galloway & Company


A great place to work.


Careers At Galloway & Company


Are you ready for new challenges and new opportunities?


Join our team!


Current job opportunities are posted here as they become available.


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Galloway & Company, Inc. is a people-first company where collaboration, innovation, and career growth are at the heart of everything we do. You will grow personally and professionally with a supportive culture, flexible work environment, and strong focus on leadership development. You'll also work on diverse, impactful projects alongside multidisciplinary professionals who are passionate about making a difference. At Galloway, you're not just building communities — you're building a fulfilling career.


Job Summary

The Financial Planning & Analysis (FP&A) Manager is responsible for leading financial planning, forecasting, reporting, and performance analysis to support executive decision-making. Reporting directly to the Chief Financial Officer (CFO), this role will build and maintain scalable financial processes, improve KPI visibility, and support acquisition integration as the organization continues to grow.


This role is initially an individual contributor position with a clear path to managing FP&A analyst resources as the function scales. The FP&A Manager will play a critical role in translating financial data into actionable insights and establishing a best-in-class FP&A infrastructure.


Duties & Responsibilities

  • Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes

  • Develop and maintain management reporting packages (MRP), including variance analysis and executive dashboards

  • Track and analyze key performance indicators (KPIs), including utilization, revenue drivers, and profit center performance

  • Partner with operational leaders to provide financial insights, identify risks and opportunities, and support decision-making

  • Support acquisition integration, including consolidated reporting, pro forma financials, and synergy tracking

  • Build and maintain financial models to evaluate business performance and strategic initiatives

  • Improve financial reporting processes, systems, and data integrity across ERP, BI, and Excel-based tools

  • Standardize reporting workflows to improve efficiency and scalability

  • Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation

  • Prepare materials for executive leadership, board reporting, and external stakeholders as needed

  • Collaborate with accounting to ensure alignment between financial reporting and planning processes


Required Skills & Abilities

  • Strong financial modeling, forecasting, and analytical skills

  • Ability to synthesize complex data into clear, actionable insights

  • Strong communication and presentation skills, including executive-level reporting

  • High attention to detail and accuracy

  • Strong organizational and project management capabilities

  • Ability to manage multiple priorities in a fast-paced, growth-oriented environment

  • Strong business acumen and cross-functional collaboration skills

  • Demonstrated ability to improve processes and build scalable systems


Technical Skills

  • Advanced Microsoft Excel and financial modeling

  • Experience with ERP systems (e.g., Deltek or similar project-based systems)

  • Experience with BI tools (e.g., Power BI)

  • Familiarity with EPM tools (e.g., Adaptive Planning) preferred

  • Exposure to data automation, reporting tools, or data warehousing is a plus


Analytical Thinking – Applies strong critical thinking to evaluate financial data and identify trends


Initiative – Proactively identifies opportunities and drives improvements


Attention to Detail – Ensures accuracy and quality in all financial outputs


Collaboration – Builds effective partnerships across finance and operations


Adaptability – Thrives in a dynamic, high-growth environment


Accountability – Takes ownership of deliverables and outcomes


Integrity – Maintains high ethical standards and confidentiality


Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field

  • MBA, CPA, or CFA preferred

  • 5–8 years of progressive experience in FP&A, corporate finance, or related roles

  • Experience in a professional services, AEC, or project-based environment preferred

  • Experience supporting high-growth or acquisition-driven organizations strongly preferred

  • Proven experience building or improving financial reporting processes


Compensation

Base Salary: $140,000 – $155,000 annually; Bonus Opportunity


Supervision Given & Received

Reports directly to the Chief Financial Officer (CFO) and operates initially as an individual contributor. This role is expected to evolve to include management of FP&A analyst resources as the function grows, while working closely with accounting, operations, and executive leadership to support financial planning and decision-making.

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