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Senior Trust & Estate Advisor | Financial Planning & Growth
Job in
Burlington, Chittenden County, Vermont, 05405, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Jobtailor in Vermont, Burlington seeks an experienced financial planner to administer and expand assigned accounts including trusts and estates. The role involves developing strategic financial plans and maintaining strong client relationships to meet goals and drive sales growth.
The ideal candidate has 5+ years of related experience, deep knowledge of wills, estate and investment planning, and excellent communication skills. A professional designation is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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