Investment Analyst jobs in Colchester, VT

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Private Client Advisor
  • Key Investment Services, LLC
  • Burlington, VT FULL_TIME
  • Location: 149 Bank Street - Burlington, Vermont 05402 Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate. Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education Qualifications High School Diploma (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA License S7 Upon Hire (required) FINRA License S66 Upon Hire (required) or FINRA License S63 66 & 65 Upon Hire (required) Tactical Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. Personal Skills Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Digital Awareness: The ability to perform basic tasks and collaborate with other functions to achieve operational and technological optimization while driving informed, data-drive decisions. Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes. Empathy: Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines self in other’s place and appreciates diverging viewpoints Persuasion: Possesses a solid ability to use message tailoring and probing questions to garner support from various stakeholders; may coach others on improving their own tools and techniques for persuasion Problem Solving: Leverages varying problem-solving approaches and techniques to analyze and synthesize information and devise resolution strategies; ensure capture of lessons learned from the problem-solving effort. Practical Skills Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed. Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures. Storytelling: Delivers memorable, insightful business scenarios via stories that successfully convey value to a range of stakeholders; teaches and coaches effective storytelling methods, techniques, examples, and best practices Business Acumen: Participates in creating organizational strategy and shows how various functions contribute to results; utilizes economic, financial, and organizational data to build business cases for major initiatives. Analytical Thinking: Uses logic and intuition to make inferences about the meaning of data and arrives at relevant conclusions; makes a systematic comparison of two or more alternative solutions. Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Job Posting Expiration Date: 04/05/2024 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
  • 19 Days Ago

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Copywriter
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a clean energy company with a mission to generate the energy solutions that the world needs. We are looking for a Copywriter to join our team and help us make an impact on the world. ...
  • 20 Days Ago

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Recruiter
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years VEIC has been working with governments, utilities, foundations, and busin...
  • 20 Days Ago

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Efficiency Vermont - Principal Account Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years VEIC has been working with governments, utilities, foundations, and busin...
  • 20 Days Ago

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Corporate Counsel
  • Vermont Energy Investment Corporation
  • Winooski, VT FULL_TIME
  • The VEIC Legal team is seeking a corporate attorney to join its team. The Legal Team is committed to a supportive and collaborative teamwork environment, keeping in mind business needs and objectives ...
  • Just Posted

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Diversity, Equity and Inclusion Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview Every solution we develop at VEIC is in service to our vision: a healthy planet and thriving people. We know our success depends on making clean energy available to everyone. That is why VEIC...
  • 3 Days Ago

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0 Investment Analyst jobs found in Colchester, VT area

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Financial Representative
  • Modern Woodmen of America
  • Burlington, VT
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

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Technical Support Specialist II
  • Cox Enterprises, Inc
  • Burlington, VT
  • **Primary Location:** 1 Howard St , Burlington , VT , US **Technical Support Specialist II** * Troubleshoot and resolve ...
  • 3/28/2024 12:00:00 AM

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Dealer Support Specialist II
  • Cox Enterprises, Inc
  • Burlington, VT
  • **Primary Location:** Burlington VT , Burlington , VT , US **Dealer Support Specialist II** * Provide exceptional servic...
  • 3/28/2024 12:00:00 AM

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Senior Analyst - Model Validation (Remote EST time zone)
  • Ally
  • Montpelier, VT
  • **General information** **Ref #** 16960 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its...
  • 3/28/2024 12:00:00 AM

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Desktop Support Technician II
  • Strategic Systems
  • Montpelier, VT
  • Job Description Job Description Job Title: Desktop Support Technician II Location: Montpelier VT 05601 Duration: 3 Month...
  • 3/27/2024 12:00:00 AM

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Server Deployment Engineer
  • ManTech
  • South Burlington, VT
  • Secure our Nation, Ignite your Future Become an integral part of a diverse team while working at an Industry Leading Org...
  • 3/24/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Essex Junction, VT
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/26/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Plattsburgh, NY
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/16/2024 12:00:00 AM

Colchester is a town in Chittenden County, Vermont, United States. The population was 17,067 as of the 2010 census. It is the fourth-most populous municipality and second-most populous town in the state of Vermont. Colchester is a suburb of Burlington–Vermont's most populous municipality. The town is directly to Burlington's north on the eastern shore of Lake Champlain to the west of the Green Mountains. The Vermont National Guard is based in the town, and it is also home to the campus of Saint Michael's College. Colchester is located on the shore of Malletts Bay, part of Lake Champlain. The w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$86,959 to $129,699
Colchester, Vermont area prices
were up 1.6% from a year ago

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