Financial Planner

Lyndonville, Vermont
Competitive salary plus attractive incentive plan
Jul 21, 2021
Aug 20, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Certified Financial Planner

Northeastern  Vermont

Community Financial Services Group, LLC is the trust and investment affiliate of the National Bank of Middlebury, Community National Bank and Woodsville Guaranty Savings Bank.  The company, which manages over $1.1 billion in Vermont, New Hampshire and over 40 other states, is seeking a qualified individual with solid sales experience and administrative skills for the position of Certified Financial Planner in Vermont’s Northeast Kingdom Region. This position based in northeastern Vermont, will work directly with the Regional Manager to develop new business and deliver comprehensive financial planning services to existing client relationships.  Administrative support and peer assistance are also provided.  The position is primarily office-based with some flexibility for occasional remote work.    


Desired Attributes (in addition to CFP designation)

  • Series 7 Registration and Series 66 Required
  • Five years of client facing financial planning and investment management experience required
  • Self-motivated, hard-working individual with a proven sales track record
  • Must be detail oriented with the ability to set and achieve daily and weekly task goals
  • Willingness to travel by personal vehicle (mileage reimbursed) in Northern Vermont and Western New Hampshire for client meetings and new business development
  • Bachelor’s degree in related field or equivalent experience
  • Strong administration and client facing communication skills
  • Focus on delivering outstanding client service


  • Competitive salary plus attractive incentive plan
  • Excellent medical, dental and life insurance coverage
  • Potential profit sharing and 401(k) match
  • Working with a growing Vermont-based company

Submit cover letter and resume to:

Pauline A. Staples

Email to:

All inquiries will be kept confidential.


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