About this role
VP, Financial Advisor at Ion Bank. Location: Watertown, Connecticut, United States. Role: Talking to clients, Analyzing financial data, Preparing reports Requirements: 3+ years sales experience; FINRA Series 7 and 63 required (66/65 preferred); Life and health license; Bachelor's degree preferred; valid driver’s license; knowledge of mutual funds, securities and insurance; proficiency in Microsoft Office; able to pass background check. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint Certifications: finra series 7, finra series 63, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English