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Senior Financial Advisor — Wealth Strategy & Client

Job in New Milford, Bergen County, New Jersey, 07646, USA
Listing for: Ion Bank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Position: Senior Financial Advisor — Wealth Strategy & Client Growth
A financial services institution is seeking a VP, Financial Advisor in New Milford, NJ. The position involves providing personalized financial advice, developing investment strategies, and managing client portfolios. Candidates should have a bachelor’s degree, 3+ years of sales experience, and relevant financial certifications. This full-time role offers benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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