ZipRecruiter

Log In

1

Financial Planner Jobs in Vermont (NOW HIRING)

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

Northwestern Mutual

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive ...

next page

Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Jobs in Vermont

Financial Planner information

See Vermont salary details

$53.7K

$102.8K

$148.3K

How much do financial planner jobs pay per year?

As of Aug 22, 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 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 $102,796 per year, or $49.4 per hour.

Financial Analyst | Finance

BETA Technologies

South Burlington, VT

Full-time

Re-posted 6 days ago

Job description

BETA Technologies is seeking a Financial Analyst to join our growing finance team and help drive the company's financial planning, forecasting, and performance reporting in the general and administrative area of the business. In this role, you'll contribute to the development of our forecast and annual budget, support monthly financial reviews, and provide insights that guide strategic decisions across the organization.

How you will contribute to revolutionizing electric aviation:

  • Maintain and update the company's forecast and annual budget, ensuring data accuracy and consistency across departments.
  • Partner with team leads and TeamOps to understand headcount, project budgets, and capital spending needs.
  • Support the monthly close process, including reviewing expenses, validating accruals, and reconciling results with accounting.
  • Help track and analyze key performance indicators (KPIs) to measure progress against financial and operational goals.
  • Prepare clear and compelling financial reports, presentations, and models for internal stakeholders and leadership meetings.
  • Identify opportunities to improve processes and tools, including building dashboards or streamlining reports to enhance visibility and decision-making.

Minimum Qualifications:

  • 2-3 years of experience in financial analysis, FP&A, accounting, or a related business role in manufacturing environment.
  • Strong proficiency in Microsoft Excel (advanced formulas, data visualization, and pivot tables) and presentation tools such as PowerPoint.
  • Understanding of core accounting principles (Inventory, Labor and Overhead absorption)inventory and non-GAAP metrics (EBITDA, Adjusted Earnings).
  • Strong analytical skills and attention to detail, with the ability to interpret data and explain insights clearly.
  • Excellent communication, organization, and time management skills.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.

Above and Beyond Qualifications:

  • Experience with ERP systems (especially PLEX) or other financial software.
  • Exposure to manufacturing, aerospace, or high-growth technology environments.
  • Comfort working in cross-functional teams and managing deliverables in a dynamic, evolving organization.

Work Environment:

  • Occasional extended hours during executive and board reporting cycles.
  • Comfort working with incomplete data and adapting to evolving processes.
  • A proactive, self-starter approach and curiosity to learn new systems and financial concepts.
  • Ability to thrive in a fast-paced, mission-driven environment.

Apply