Senior Financial Advisor & Client Wealth Planner
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
We are looking to fill the Senior Financial Advisor & Client Wealth Planner position at Ion Bank in Watertown, CT, United States.
This is a great opportunity to take on the Senior Financial Advisor & Client Wealth Planner role at Ion Bank.
As a Senior Financial Advisor & Client Wealth Planner, you will play an important part at Ion Bank in Watertown, CT, United States.
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