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Financial Planner Jobs in Vermont (NOW HIRING)

Contribute to long-range resource and financial planning by assisting with forecasts, scenario analysis, and other analytical projects. * Develop and update power budgets, audit support schedules ...

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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 ...

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 ...

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 ...

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 ...

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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 Aug 30, 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.

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:

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 Planning and Analysis Manager

Brattleboro, VT • On-site

$106K - $140K/yr

Full-time

Posted 5 days ago


Job description

Description:

Omega Optical (“Omega” https://omega-optical.com) is a leading manufacturer of precision optical filters, coatings, diffractive optics, infrared components, system integration and services serving mission-critical applications across the life sciences, aerospace & defense, instrumentation, semiconductor, environmental, and industrial sensor markets. With more than 85 years of experience, Omega delivers expert optical design, manufacturing, coatings, and support for mission-critical optical applications spanning PCR, flow cytometry, fluorescence microscopy, spectroscopy, LiDAR, quantum computing, machine vision, satellite communications, and more. Headquartered in Brattleboro, VT, Omega is a Platform owned by Artemis Capital Partners, which acquired Omega Optical Filters in 2020 and Spectral Systems, Optometrics, and Evaporated Metal Films (EMF) Corp in 2021. The Artemis and Omega teams are focused on increasing the Platform’s scale, proprietary capabilities, engineering bench strength, and its ability to meet the growing global demand for high-precision, no-fail optical coatings, components, and assemblies.

POSITION OVERVIEW

The FP&A Manager is a key member of the Finance team responsible for driving financial planning, forecasting, reporting, and analysis to support business performance and decision-making across Omega’s multi-division manufacturing platform. Reporting to the CFO, this role partners with senior leadership and functional leaders to translate financial and operational data into actionable insights, identify trends and opportunities, and support Omega’s strategic and financial objectives.

This is a hands-on, collaborative role requiring strong financial modeling, advanced Excel-based analysis, management reporting, dashboard development, business partnership, and the ability to support Board, investor, lender, and strategic finance work in a private equity-backed environment.

The ideal candidate is highly analytical, commercially minded, detail-oriented, and comfortable building relationships across the organization while communicating complex financial information clearly to both finance and non-finance stakeholders.

The position can sit in Omega's Brattleboro, VT, Ayer, MA or Hopewell Junction, NY locations.

     
 

RESPONSIBILITIES

Management Reporting & Analysis

· Prepare monthly and quarterly financial management reporting packages for senior leadership, the Board of Directors, private equity stakeholders, and lenders.

· Translate financial results into clear business insights, recommendations, risks, and opportunities.

· Develop dashboards and KPIs that provide visibility into business performance across divisions, sites, customers, products, and functions.

· Support pricing, customer profitability, product portfolio, margin improvement, working capital, and cash flow analysis.

Business Partnership & Decision Support

· Serve as a trusted financial partner as needed to leaders across Operations, Engineering, Supply Chain, Sales, and Finance.

· Support decision-making through financial modeling, ROI assessments, scenario analysis, sensitivity analysis, and what-if modeling.

· Develop a strong understanding of Omega’s business model, operating drivers, ERP data, reporting processes, and strategic priorities.

· Provide timely financial analysis in response to emerging business needs, strategic projects, M&A, integration, and future sale-process support.

Financial Planning & Forecasting

· Support and facilitate the annual budgeting process, monthly forecasting cycles, and multi-year planning process in partnership with division and functional leaders.

· Develop and maintain forecasts for revenue, gross margin, EBITDA, operating expenses, cash flow, working capital, capex, and headcount.

· Monitor actual results against budget and forecast, identify variance drivers, and continuously improve forecasting methodologies, assumptions, and models.

· Partner with the CFO, senior leadership, and functional leaders to evaluate strategic opportunities, resource planning, growth investments, and operational improvement initiatives.

Process, Systems & Operational Finance

· Drive automation and continuous improvement of reporting, planning, and analytical processes.

· Leverage ERP, FP&A, business intelligence, and financial reporting systems to improve decision-making capabilities.

· Analyze manufacturing costs, labor productivity, yield, scrap, absorption variances, inventory, material costs, capacity utilization, and working capital trends.

· Partner with Accounting and Finance team members to ensure alignment between financial reporting, forecasting, and FP&A analysis.

QUALIFICATIONS

· Bachelor’s degree in finance, Accounting, Economics, Business Administration, Engineering, Mathematics, or related discipline.

· 7-10 years of progressive FP&A, corporate finance, strategic finance, investment banking, consulting, or manufacturing finance experience.

· Strong financial modeling, analytical, and advanced Excel skills, including experience building complex forecasting models and dashboards.

· Experience with budgeting, forecasting, variance analysis, management reporting, KPI development, and business partnership.

· Experience in a multi-site manufacturing environment and/or private equity-backed, high-growth, or acquisitive business strongly preferred.

· Experience with ERP, FP&A, business intelligence, or financial reporting systems; Global Shop Solutions experience is a plus.

· MBA, CPA, CMA, CFA, or other relevant advanced credential preferred.

· Excellent communication skills, strong business judgment, attention to detail, ownership mindset, and ability to manage multiple priorities.

  Work Authorization Requirement: Candidates must be legally authorized to work in the United States on a full-time basis. Omega Optical is not able to provide visa sponsorship now or in the future for this position.


KEY COMPETENCIES

· Analytical & Strategic Thinking: Moves beyond reporting results to identify performance drivers, risks, opportunities, and recommended actions.

· Business Acumen: Understands how operational decisions impact profitability, cash flow, working capital, and enterprise value.

· Communication: Distills complex financial information into clear, concise recommendations for finance and non-finance stakeholders.

· Ownership & Continuous Improvement: Takes initiative, follows through, maintains accuracy, and improves reporting, planning, and decision-making processes.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, walk, stand, talk and hear. The employee may occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is usually done in areas adjacent to a manufacturing setting in an office type setting. The noise level is usually quiet to moderate. Some exposure to manufacturing environment with moderately high noise levels.

Requirements: