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Senior Financial Advisor & Client Wealth Planner
Job in
Watertown, Litchfield County, Connecticut, 06795, USA
Listed on 2026-09-09
Listing for:
Ion Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Ion Bank is seeking a VP, Financial Advisor to provide sound financial planning and investment advice to businesses and individuals. You will meet with clients to assess needs, prepare plans, and maximize profitability while maintaining regulatory compliance.
The role requires strong client management, in-depth knowledge of securities and insurance, and the ability to grow a diversified client base through consultative sales and collaboration with banking teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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