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Ion Bank · 2 months ago

VP, Financial Advisor

Watertown, CT

Full-time

Onsite

Mid Level

3+ years exp

Ion Bank is committed to exemplary customer service and building relationships to help clients achieve their financial goals. The VP, Financial Advisor is responsible for providing sound financial advice to businesses and individuals, developing financial plans, and managing client portfolios.

BankingFinancial Services

Growth Opportunities

Responsibilities

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan

Answering client questions about financial plans and strategies and giving financial advice

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients

Implementing financial plans or referring clients to professionals who can help them

Managing and updating client portfolios

Contacting clients regularly to discover changes in their financial status

Building and maintaining your client base

Partnering with Retail and Commercial bank as necessary to develop and grow additional clientele

Qualification

FINRA Series 7FINRA Series 63Financial planningSales experienceLifeHealth licenseMutual fundsSecuritiesInsuranceProficient in WordProficient in ExcelProficient in OutlookProficient in PowerPointClient relationship managementBackground check compliance

Required

Bachelor's degree in business, finance, or related field preferred

3+ years of sales experience

Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred)

Life and health license

Valid driver's license

Knowledge of mutual funds, securities, and insurance industries

Proficient in Word, Excel, Outlook, and PowerPoint

Comfortable using a computer for various tasks

Experience providing quality financial advice

Have knowledge of working in a bank-based environment, partnering with employees to expand our client's full financial relationship

Be able to pass a background check

Maintain all necessary bank and investment assigned compliance courses

Benefits

Health Insurance (Medical, Dental Vision)

401k and Employer Match

Life Insurance

Disability

HSA

FSA

Educational Assistance

Wellness Programs

Employee Assistance Program

15 Paid Time Off Days

12 Paid Holidays

Job Shadowing

Volunteer Opportunities

Company

Ion Bank

Ion Bank is a Connecticut-based personal and business banking corporation.

Founded in 1998

Naugatuck, Connecticut, USA

201-500 employees

http://ionbank.com

Funding

Current Stage

Growth Stage

Leadership Team

David Rotatori

President and CEO

Ginger Fennell

EVP, COO & CRO

Recent News

Hartford Business Journal

Naugatuck begins $80M mixed-use project aimed at revitalizing downtown

2025-10-30

Hartford Business Journal

Naugatuck-based Ion Bank to absorb New Jersey lender

2024-05-27

Hartford Business Journal

Ion Bank opens 22nd branch as part of Hartford County expansion

2023-10-27

Company data provided by crunchbase