About this role
Private Wealth Advisor at Nbtbancorp. Location: Burlington, Vermont, United States. Role: Conducts client reviews, Develops business plan, Monitors investments Requirements: Bachelor's degree or equivalent; minimum 3 years investment and insurance sales experience; FINRA Series 7, Series 63 and life license or a Registered Investment Advisor (RIA). Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 63, life insurance, registered investment advisor (ria) Commitment: Full Time Workplace: Onsite Languages: English