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Full Time
1/6/2025
Stowe, VT 05672
(30.3 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first four years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration² As your new asset compensation and commissions increase over the first four years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
1/8/2025
Williston, VT 05495
(35.2 miles)
Position Type:Full-timeReports To: Estimating ManagerLocation: Lebanon, NH, or Williston, VT preferred; open to remote candidates The Source and Recruit Company d.b.a. Kestrel Construction Recruitment has been retained to assist Vermont Mechanical, Inc., a premier provider of HVAC and plumbing solutions, in recruiting an experienced and driven Estimator. Known for delivering exceptional mechanical construction services across New Hampshire, Northern Massachusetts, Northern New York, and Vermont, Vermont Mechanical is committed to fostering a culture of excellence, innovation, and collaboration. Role Overview The Estimator will play a critical role in preparing accurate and profitable bids for HVAC, plumbing, piping, and ductwork projects. Working closely with vendors, general contractors, and internal teams, this position ensures projects are bid competitively and align with company goals. Whether you're an experienced professional or an MEP engineer looking to transition into estimating, Vermont Mechanical offers comprehensive training and support to help you succeed in this dynamic field. Key Responsibilities Create detailed and accurate estimates for HVAC, plumbing, piping, and sheet metal construction projects.Interpret blueprints and specifications to prepare comprehensive bids that include materials, equipment, labor, and specialty items.Collaborate with vendors, subcontractors, and customers to gather information, negotiate pricing, and refine bids.Leverage software tools such as Trimble MEP (training provided), Microsoft Office, and Procore to manage bids and proposals efficiently.Analyze and compare contract documents and bid specifications to deliver high-quality proposals.Promote and maintain strong relationships with customers, vendors, and trade partners.Participate in site walk-throughs and communicate proactively with general contractors and internal teams to ensure project alignment. Qualifications Minimum of 3 years of experience in HVAC or plumbing estimating; expertise in piping and sheet metal is highly desirable.Strong knowledge of MEP systems and construction processes.Proficiency in Microsoft Office and familiarity with construction management tools such as Procore.Willingness to learn and utilize Trimble MEP software.Excellent organizational, analytical, and communication skills with the ability to manage multiple priorities.Engineering backgrounds with a desire to transition into estimating are encouraged to apply.Valid driver’s license and ability to travel to project sites as needed across VT, NH, Northern NY, and Northern MA. What Vermont Mechanical Offers A supportive and collaborative work environment that values growth and development.Comprehensive training on Trimble MEP software and tools to ensure your success.Opportunities to contribute to impactful projects in a dynamic and thriving industry.A culture that prioritizes innovation, teamwork, and a commitment to excellence. How to Apply We encourage individuals eager to contribute to Vermont Mechanical’s success to apply for this exciting opportunity. All inquiries will remain confidential. Equal Opportunity Employer Vermont Mechanical, Inc., and The Source and Recruit Company d.b.a. Kestrel Construction Recruitment are equal opportunity employers committed to fostering a workplace that values diversity and inclusion. We encourage applicants from all backgrounds to apply.
Full Time
12/13/2024
Burlington, VT 05401
(35.8 miles)
Position Type:Full-TimeReports To: PresidentSalary Range:$60,000 - $68,000 annually, commensurate with experience Overview of Full Circle Property Management: Full Circle Property Management is a trusted leader in Vermont’s property management industry, offering a full suite of services that help clients efficiently manage their properties. With a focus on delivering excellent customer service and strong financial stewardship, the company ensures seamless property operations for clients across the region. Based in Burlington, Full Circle is known for its personalized approach and commitment to fostering community and sustainability in the services it offers. Role Overview: The Staff Accountant will play a pivotal role in ensuring the smooth daily operations of the accounting department, specifically focusing on full-cycle accounting duties. This position is essential to maintaining the accuracy and efficiency of financial operations, including overseeing accounts receivable, billing, and bank reconciliations. Additionally, the Staff Accountant will be responsible for preparing monthly financial reports for clients, supporting the company’s financial goals, and collaborating closely with the Accounting Assistant. Key Responsibilities: Full-Cycle Accounting:Manage the complete accounting process, including handling accounts receivable, billing, bank reconciliations, and preparing payables for check printing.Financial Reporting:Prepare accurate monthly financial reports for clients, ensuring all transactions are properly captured. Manage accounts receivable and invoicing processes with a high degree of accuracy.Bank Reconciliations:Perform regular bank reconciliations, identifying and addressing any discrepancies in a timely manner to maintain balanced accounts.Collaboration with Accounting Assistant:Work closely with the Accounting Assistant to ensure smooth processing of entries, payables, and deposits. Provide guidance and support as needed.Software Utilization:Use QuickBooks and AppFolio Property Management software for all accounting tasks, and demonstrate adaptability in learning new technologies. Qualifications: Education:An Associate’s Degree in Accounting, Finance, or a related field is required.Experience:A minimum of 5 years of experience in full-cycle accounting, bookkeeping, or a related financial role is required.Skills:Proficiency in QuickBooks and AppFolio Property Management software (or a willingness to learn).Excellent attention to detail with a strong commitment to accuracy.Ability to manage multiple tasks and meet deadlines.Strong communication skills, both written and verbal. Requirements: Successful completion of a criminal background check and credit check is required.This position is based in Burlington, VT, and requires in-person work at the office. Benefits: 401(k) plan with 3% matchingHealth, dental, and vision insurancePaid time off and sick leaveReferral program Why Apply This is a fantastic opportunity to join a dedicated team at Full Circle Property Management, where your expertise in accounting will contribute to the financial success of clients and the company. If you're a detail-oriented professional who thrives in a collaborative environment, we encourage you to apply. Your contributions will be vital to ensuring the smooth financial operations that keep our clients satisfied.Full Circle Property Management and The Source and Recruit Company d.b.a. Harrier Financial Recruitment are committed to creating a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply and assure that all inquiries will be handled confidentially. Equal Opportunity Employment (EEO): Both Full Circle Property Management and The Source and Recruit Company d.b.a. Harrier Financial Recruitment are proud to be equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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Full Time
12/18/2024
Saint Albans, VT 05478
(15.7 miles)
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Full Time
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Saint Albans, VT 05478
(15.7 miles)
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Full Time
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Milton, VT 05468
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