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CAPSTONE COMMUNITY ACTION INC
CED Financial & Micro Business Coach
Career Insights for Personal Financial Advisor (General)
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Based on Vermont data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,700 / year median in Vermont
+7% projected growth
Job Description
Since 1965, Capstone Community Action has supported individuals and families in Central Vermont in achieving stability and rising out of poverty. Guided by Capstone's mission to create resilient households and communities and to advance justice in social, economic, and environmental policy, our programs and services focus on supporting individuals and families in making ends meet, building stronger families, creating warm and healthy homes, and opening doors to economic opportunity. Do you believe everyone deserves an opportunity to thrive? Do you want to help Vermonters build a stronger financial future? The Financial & Micro Business Coach is responsible for delivering financial capability and micro-business development services that promote financial stability, asset building, and economic opportunity for individuals, families, and small business owners throughout Vermont.