Financial Advisor

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities ·         Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations ·         Provide education and communication to plan participants regarding their benefits and options ·         Assist with plan documentation, reporting, and recordkeeping ·         Respond to client inquiries and resolve issues related to plan administration ·         Monitor plan performance and make recommendations for improvements ·         Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients ·         Work collaboratively with compliance and accounting teams to ensure accuracy in plan management   Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively     Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

POSITION SUMMARY The Center for an Agricultural Economy (CAE), based in Hardwick, VT, seeks a Bookkeeper and Administrative Assistant. Are you good with numbers, and comfortable with computers, interfacing with many people and supporting org wide systems? This position will support daily accounting tasks, including accounts payable, accounts receivable, and payroll, approximately 20 hours a week. This position will also provide general administrative support, such as reception, mail processing, managing calendars, scheduling, benefits paperwork, event logistics, approximately 20 hours a week. If organization, finance and people skills are your strengths, we want to hear from you! JOB DETAILS Position: Bookkeeper and Administrative Assistant Reports to: Finance Manager Schedule: Monday-Friday 9-5 Compensation: $23.00 to 25.00 per hour, non exempt Benefits: Paid Time Off, SIMPLE IRA, Health insurance, Health savings account,, Employer-paid short-term disability and life insurance, quarterly phone stipend, professional development compensation Minimum Qualifications (or equivalent combination of education and experience): Past experience in clerical or bookkeeping tasks. Proficiency in Microsoft Office and Google Suite, particularly Excel. Proficiency with Quickbooks Desktop preferred. Familiarity with GAAP. Experience with handling sensitive information with discretion. Strong organizational skills and attention to detail SUMMARY OF RESPONSIBILITIES Accounts Payable, Accounts Receivable and Payroll (50%) Process incoming bills to ensure bills are paid within terms and follow up when necessary to fix invoices, update addresses, or clarify charges. Process weekly and monthly invoices for earned revenue from CAE’s enterprise programs Process ongoing receipt of donations and grants Initiate collections process for past-due accounts, work with program managers to resolve Process weekly physical deposits of checks and cash and ongoing electronic payments Record Vermont Farm Fund loans disbursed and loan payments collected Process biweekly payroll for ~40 employees through Quickbooks Payroll Track and pay biweekly payroll liabilities and taxes Support administrative staff with wage reporting Support Financial Manager in compiling materials for yearly financial audits Maintain and make monthly updates to program budgets-to-actual Work with the Financial Manager to develop and implement improvements to finance systems in response to organizational change CAE Administrative Support (50%) Manage daily mail pick up and processing Manage reception areas in the two primary CAE work locations Schedule tours for the public of the facilities Respond to general phone and email inquires from the public Manage reservations and calendars for the Atkins Pavillion and the Community Kitchen Provide support to the Administrative Operations Manager in benefit administration and staff onboarding Other administrative duties as assigned ESSENTIAL FUNCTIONS Physical Demands/lifting requirements: Ability to sit for long periods of time Repetitive motions and typing Mental demands: Apply good judgment to decision making Analyze and problem solve Attention to detail HIRING PROCESS A hiring team of CAE staff will lead the process. Selected candidates will have an initial phone interview the week of August 18-22, which may be followed by an interview and tour of CAE spaces the following week. Interview questions will be shared ahead of time. CAE is committed to the full inclusion of all qualified individuals and will provide support in any way to assure everyone's best experience in the hiring process. CAE will take the steps necessary to assure that people with disabilities are provided reasonable accommodations during the interview process and, if hired, subsequent employment. For accommodation inquiries, please email us. TO APPLY Email us your resume, cover letter or letter of interest, and include “Bookkeeper/Admin Assistant” in your email subject line. We’re interested to hear your thoughts on any life or work experience as it relates to this position. Applicants who go on to interview with us will also be asked to provide references. Our application deadline is August 17, 2025. Initial interviews will begin by August 19. Let us know if you have any questions! EOE STATEMENT Building community leadership, investing in relationships, and listening to the needs of the community are core principles CAE applies to all our work. We strive to foster an inclusive and supportive staff culture where learning and growth are supported. CAE is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to age, race, color, national origin, religion, sex, sexual orientation, gender identity, genetics, disability, or veteran status. BACKGROUND ON CAE The Center for an Agricultural Economy is a catalyst for change based in Hardwick, Vermont. We support rural communities and working landscapes by building a more interconnected local food system. We work together with our neighbors and partners to cultivate interdependence and investigate how to create the conditions for socially, economically and ecologically thriving communities. We implement solutions through our foundational programs, innovative projects, dynamic partnerships and the resources available across our three distinct locations. Together, these components of our organization help ensure our rural food system is supported, our farms are thriving, and everyone is treated with dignity and respect.

Kijowski Investments | In-Person | Full-Time Salary: Competitive, Based on Experience Who We Are At Kijowski Investments, we offer customized financial planning and investment management tailored to each client’s goals. We believe in building long-term relationships founded on trust, integrity, and proactive communication. Our structured approach helps clients feel secure about their financial future—and keeps us focused on delivering results. We are growing and looking for a Financial Advisor who’s ready to grow with us. For the right person, this role offers a clear succession plan, including the opportunity to purchase the practice. The Role This is a client-facing role where you’ll manage relationships, create comprehensive financial plans, and guide clients through every stage of their financial journey. You’ll also be an important part of our long-term succession planning, with a path toward taking over the practice. We’re looking for someone who is persuasive, makes an immediate positive impression, and demonstrates unwavering integrity in everything they do. Success in this role requires someone who can communicate complex financial strategies in a way that makes clients feel confident and cared for. You’ll need to take initiative, manage competing priorities, and perform well under pressure—especially when dealing with high-net-worth clients who expect excellent service. If you’re someone who thrives on helping people and takes pride in delivering personalized financial solutions, you’ll find a great fit here. Key Responsibilities Lead client review meetings and present financial strategies with clarity and confidence. Develop and manage customized investment portfolios aligned with client goals. Drive client acquisition through referrals and firm-led seminars, using a consultative sales approach. Build lasting client relationships by delivering consistent service and following up on key action items. Participate in business development efforts and support the long-term succession plan of the firm. Utilize Redtail CRM, Orion, and other platforms to manage client interactions and portfolio strategies. What We’re Looking For You’re a strong communicator who knows how to listen first and speak with purpose. You make a great first impression and can quickly build rapport and trust. You’re proactive, not reactive, and you take pride in managing your time and responsibilities effectively. You stay cool under pressure and are always learning—because you know our industry never stands still. The six most important qualities we’re looking for: Persuasive Communication: You know how to influence decisions through thoughtful, client-centered conversations. Impact: You command attention and respect from the first interaction. Integrity: You operate with honesty and uphold ethical standards in every relationship. Presentation Skills: You’re confident when presenting to individuals or groups, tailoring your approach to their needs. Initiative: You take action to move things forward, without waiting for direction. Time Management: You plan your day and prioritize tasks effectively, focusing on what matters most. If this sounds like you, we want to talk. Ready to Take the Next Step? If you’re ready to make an impact and grow your career with Kijowski Investments, submit your resume and a cover letter that tells us why you’re a great fit. This is more than a job—it’s your opportunity to lead, grow, and build a lasting legacy.   Requirements Series 7 and Series 63 required. Series 65/66 and CFP® a plus. 3-5 years of experience in financial advising or wealth management. Experience with Cambridge broker-dealer systems, Redtail CRM, and Orion is helpful. Strong knowledge of financial planning, investment strategies, and wealth management best practices. Benefits Compensation & Schedule Schedule: Monday - Friday | 9:00 AM - 5:00 PM Location: In-office Compensation: Competitive salary based on experience Growth Opportunity: Clear path toward practice ownership and leadership

The ideal candidate will be responsible for timely and accurate preparation of financial statements for multiple entities. It is essential that this candidate brings analytical and organizational skill in order to best support the Management Team. Responsibilities • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with GAAP • Working with accounting software; QuickBooks and Microsoft Office • Perform monthly bank, stock accounts, and credit card reconciliations to verify financial data integrity • Payroll and 941 tax deposits • Prepare monthly financial statements and reports for management review • Month-End and Year-End Closing by preparing and entering Journal Entries, accruals, and adjustments for multiple companies • Quarterly and Yearly Payroll Taxes and Reports including W2s • Year-End 1099s for Multiple Companies • Reconcile Year-End Financial Statements to Tax Returns • Prepare tax filings such as sales tax, business tax, and Annual Corporate Reports. • Provide documentation and support for internal and external audits. • Oversee all insurance policies, coverages, and anniversaries • Assist in year-end financial preparation for tax returns with external tax preparer. • Carrying out other duties and participating in special projects as assigned. Qualifications • Bachelor’s degree or equivalent in Accounting, Business, or Finance, preferred • 2+ years’ experience in accounting • Proficient in Microsoft Excel • Proficient in QuickBooks • Ability to multi-task in a multiple company environment • Excellent communication skills both written and verbal

Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you! Why Us? We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments. We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.) The Opportunity (Must Live in the State You Are Applying For) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where: Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income. Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients. Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures. Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation). Clean U4 record (if currently registered). Must live in the State you are applying for! Enjoy Face to Face meeting with the Clients in their home. Proven sales ability with a track record of successful sales using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Travel (within your home state) and willingness to meet with qualified clients. Benefits As a Senior Market Financial Planner with us, you will enjoy the following benefits: 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice. Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance. Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.

Local accounting firm looking for a part-time employee to review accounts payable transactions for various clients. Accounts payable experience a plus. Local travel is necessary. Compensation commensurate with experience. Local residents only please.