VP Investment Consultant
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-07-09
Listing for:
Northfield Savings Bank VT
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Risk Manager/Analyst, Wealth Management
Job Description & How to Apply Below
Job Responsibilities & Requirements
- The VP Investment Consultant is responsible for delivering personalized investment recommendations aligned with clients' financial goals, risk tolerance, and time horizons.
- This role will be responsible for conducting portfolio reviews and providing ongoing monitoring and performance analysis.
- This individual must be able to develop and maintain strong relationships with existing and prospective clients.
- The position plays a key role in business development, risk management, and community engagement to support the Bank's strategic goals.
- Bachelor's degree and at least 10 years of investment experience are required.
- Ability to obtain Series 7, Series 66, and Vermont Life designation securities licenses is required.
- NSB has training opportunities to engage employees and assist with personal development within our company.
- Average Years of Service at Northfield Savings Bank is above 9.
- Continue your career in banking -- join the NSB Team!
Base compensation range at hire (dependent on experience): $61,500 + Comission
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×