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VP, Financial Advisor

Location
Watertown, CT, USA
Employment type
Full-time
Posted
Nov 18, 2025
Last seen
Aug 7, 2026

About the role

A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.