Financial Services Account Executive Jobs in Vermont
Financial services account executive jobs in Vermont are concentrated in Burlington, Montpelier, and South Burlington, where insurers, wealth management firms, and regional banks anchor the market. Employers like National Life Group, Community Bank N.A., and Union Mutual have sustained hiring across client relationship, commercial insurance, and investment services lines. Demand is steady from entry-level associates through senior producers, with particularly active openings in business banking and group benefits. See the openings below and apply to the ones that match your experience.
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There has never been a better time to bring your values and talents to the collaborative team at the Vermont Department of Taxes. The rewarding work we do supports this brave little state and helps shape its future. We work with proven, dynamic technologies to fund initiatives that preserve the environment, build vibrant communities, strengthen families, and so much more. Discover new opportunities, learn new skills, and solve problems with our dedicated and supportive team.
Key Responsibilities:
- Reviews revenue reports and disbursement documents for anomalies and to ensure accuracy
- Reviews daily and monthly reconciliations, ensuring that the Department's bank accounts balance to internal systems
- Performs ledger research to assist with both expense and revenue queries
- Compiles and analyzes data to support Department initiatives
- Assists with preparation of reports during the Department's annual audit
- A passion for public service
- A background in finance and experience in governmental accounting (GAAP/GASB)
- An eye for details, who can also see the connections within the big picture
- Strong organization skills and an ability to manage shifting priorities
- An ability to work independently and clearly communicate findings
The Vermont Department of Taxes collects over $3 billion annually with daily receipts averaging between $4M-$6M. The Finance Division is responsible for monitoring all revenues and receivables activity at the Department, including daily reconciliations between the bank and the accounting systems. This division also prints refund checks and records disbursements, reconciles the revenue journal with the state's VISION general ledger, and oversees the Departments annual audit.
- Mail processing and scanning team
- Business Office, which handles contracts, purchasing, personnel support, building security and prepares the Department's operating budget, and
- Forms and Modernized E-File (MeF) Team, who coordinate form updates with each division in the Department and manage the MeF software vendor certification process.
The mission of the Vermont Department of Taxes is to serve Vermonters by administering our tax laws fairly and efficiently to help taxpayers understand and comply with their state tax obligations. Our core values - Service, Integrity, Growth, and Community - guide our decisions and actions as we strive to fulfill our mission.
If you would like more information about this position, please contact Selena.MacDonald@vermont.gov.
Please note that multiple positions in the same work location may be filled from this job posting.
- 80% State paid medical premium and a dental plan at no cost for employees and their families
- Work/Life balance: 11 paid holidays each year and a generous leave plan
- State Paid Family and Medical Leave Insurance (FMLI)
- Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan
- Tuition Reimbursement
- Flexible spending healthcare and childcare reimbursement accounts
- Low cost group life insurance
- Incentive-based Wellness Program
- Qualified Employer for Public Service Student Loan Forgiveness Program
See All 21 Financial Services Account Executive Jobs in Vermont
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Find JobsFinancial Services Account Executive Jobs by City in Vermont
Where Vermont roles are concentrated, by current openings.
Financial Services Account Executive Job Market in Vermont
A snapshot from current Vermont openings, updated as new roles post.
Who's Hiring
- State of Vermont3

- Howard Center2

- Mountain Views Supervisory Union2

- CVS Health1

- Mascoma Bank1

Top Industries Hiring
- Insurance2
- Government & Public Sector2
- Healthcare & Medical Services2
- Education1
- Technology & Software1
What Vermont Employers Look For
The qualifications that appear most often in financial services account executive jobs across Vermont.
- Active Vermont insurance producer license or recognized equivalent for resident producers
- Bachelor's degree in finance, business, or a closely related field required
- Proven ability to build and manage a book of business with Vermont clients
- Experience selling financial products such as insurance, investments, or commercial banking services
- Familiarity with Salesforce or similar CRM tools used to manage client pipelines
- Strong communication skills with the ability to present to small business and individual clients
Financial Services Account Executive Jobs in Vermont: Frequently Asked Questions
How do you become a financial services account executive in Vermont?
Most Vermont employers require a bachelor's degree in finance, business, or economics alongside a Vermont Department of Financial Regulation insurance producer license for roles involving insurance products. Candidates pursuing investment-related positions typically complete FINRA Series 6 or Series 7 exams. Starting in an inside sales, client service, or associate advisor role at a Vermont bank or insurer is the most direct path, building the licensed credentials and client relationship skills that lead to full account executive standing.
Which companies hire financial services account executives in Vermont?
Vermont financial services account executive roles are posted by State of Vermont, Howard Center, and Mountain Views Supervisory Union and others right now, based on current listings on Migrate Mate as of July 2026. Vermont's blend of mutual insurers, community banks, and regional wealth management firms means hiring is distributed across the state rather than concentrated solely in one metro.
Which Vermont cities have the most financial services account executive jobs?
Burlington, Waterbury, and Woodstock lead Vermont for financial services account executive openings. Burlington dominates as the state's largest commercial center, home to corporate offices for insurers and banks, while Montpelier draws openings tied to state-chartered institutions and National Life Group's headquarters, and South Burlington benefits from its proximity to Burlington's financial district and its own cluster of regional firm offices.
Are there remote financial services account executive jobs in Vermont?
Yes, and more than most fields, though client-facing territory roles still require regular in-person meetings. About 55% of financial services account executive openings tied to Vermont are remote or hybrid as of July 2026, reflecting how broadly virtual selling has been adopted across insurance and wealth management. Inside sales, renewals management, and group benefits consulting tend to be the most remote-eligible specialties within this role.
How can I get hired as a financial services account executive in Vermont with little or no experience?
The most realistic entry path is applying for a client service representative, inside sales associate, or financial services assistant role at a Vermont community bank or insurer, then pursuing your Vermont Department of Financial Regulation producer license while on the job. National Life Group and Community Bank N.A. regularly bring on early-career candidates in support roles that rotate into account executive tracks. Completing a Series 6 exam and volunteering for small-business client accounts accelerates that transition meaningfully.
Where can I find and apply to financial services account executive jobs in Vermont?
You can find and apply to financial services account executive jobs in Vermont on Migrate Mate, which lists current Vermont openings across insurers, banks, and wealth management firms. Search the listings, find the roles that match your experience and credentials, and apply directly to the ones that fit.
See All 21 Financial Services Account Executive Jobs in Vermont
Find roles in Vermont that match your experience and apply in just a few clicks.
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