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Vp Financial Advisor Jobs (NOW HIRING)

Ion Bank

VP, Financial Advisor

Southbury, CT · On-site

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.

University of Maryland Global Campus

Vice President Financial Aid Office of the Chief Operating Officer Exempt, Regular, Full-Time The ... Monitors regulatory developments and advise leadership on operational and policy implications

Fairwinds

Vice President- Financial Advisor

Orlando, FL · On-site

As a Financial Advisor, you will help our members live financially free! We are seek a Financial Advisor that has at least 2 years of solid experience and able to build a book of business with the ...

BeyondTrust

VP, FP&A

Johns Creek, GA · On-site +1

The VP will drive financial planning cycles with cross-functional leadership, establish robust financial governance, and set the operating rhythm of the business-while leveraging automation and AI to ...

Viant Technology

VP, Finance

Irvine, CA

$215K - $260K/yr

WHAT YOU'LL DO The VP, Corporate Finance is a senior finance leader responsible for providing ... Serve as a trusted financial advisor to senior leaders across Sales, Product, Operations, and ...

Viant Technology

VP, Finance

Irvine, CA · On-site

$215K - $260K/yr

WHAT YOU'LL DO The VP, Corporate Finance is a senior finance leader responsible for providing ... Serve as a trusted financial advisor to senior leaders across Sales, Product, Operations, and ...

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How much do vp financial advisor jobs pay per year?

As of Jun 11, 2026, the average yearly pay for vp financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial advisors, including those in senior or specialized roles like VP Financial Advisor, can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications such as the CFP or CFA, along with a focus on high-net-worth individuals. Income varies widely based on location, firm size, and individual performance.

What is the difference between Vp Financial Advisor vs Financial Planner?

AspectVp Financial AdvisorFinancial Planner
CredentialsCFP, CFA, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentFinancial firms, banks, investment companiesIndependent, advisory firms, or banks
Primary FocusManaging client portfolios, investment strategiesComprehensive financial planning, estate, retirement

The Vp Financial Advisor typically focuses on managing investment portfolios and client assets within financial institutions, often requiring certifications like CFP or CFA. Financial Planners provide broader financial planning services, including estate and retirement planning, and may work independently or within firms. Both roles require similar credentials and serve clients seeking investment and financial advice, but their scope and daily tasks differ.

Is $200,000 enough to work with a financial advisor?

For a VP Financial Advisor, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and service offerings. Many advisors require a minimum investment or net worth, which can range from $50,000 to over $1 million, but some offer services for lower amounts or on a fee-only basis. It's important to consider the advisor's fee model, such as assets under management or flat fees, to determine if your financial situation aligns with their requirements.

What does a VP Financial Advisor do?

A VP Financial Advisor is a senior-level professional who provides financial planning, investment management, and wealth advisory services to clients. They assess clients’ financial goals, develop personalized strategies, and recommend suitable investment products. Additionally, they may oversee junior advisors and work closely with other financial professionals to ensure comprehensive client service. Their responsibilities often include building long-term client relationships and staying informed about market trends and regulations.

What are the key skills and qualifications needed to thrive as a VP Financial Advisor, and why are they important?

To thrive as a VP Financial Advisor, you need deep expertise in financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor’s degree in finance or a related field and relevant FINRA licenses (such as Series 7 and 66). Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for managing client accounts and analyzing investments. Exceptional interpersonal skills, strategic thinking, and the ability to build trust with clients set top performers apart in this role. These skills ensure advisors can deliver tailored financial solutions, maintain regulatory standards, and foster long-term client relationships crucial for business growth.

How much does a vice president financial advisor make?

A Vice President Financial Advisor typically earns a base salary ranging from $100,000 to $200,000 annually, with total compensation often including bonuses and commissions that can significantly increase earnings. Compensation varies based on experience, client portfolio size, and firm location, and the role usually requires relevant certifications such as the Series 7 and Series 66 or 65 licenses.

How does a VP Financial Advisor typically collaborate with other departments within a financial institution?

A VP Financial Advisor often works closely with departments such as investment management, compliance, and client services to deliver comprehensive financial solutions. Collaboration may involve strategizing with portfolio managers to tailor investment products for clients, coordinating with compliance teams to ensure regulatory adherence, and partnering with client service representatives to address client needs efficiently. This cross-functional teamwork is essential for providing high-quality, holistic advice and for staying updated on best practices and regulatory changes. Building strong relationships across departments can also open up avenues for career advancement and professional growth.

What is the highest salary for a financial advisor?

The highest salaries for a financial advisor can exceed $200,000 annually, often including bonuses and commissions for top performers with extensive experience and a strong client base. Senior financial advisors or those working in high-net-worth environments tend to earn the most, especially with professional certifications like the CFP or CFA.
What cities are hiring for Vp Financial Advisor jobs? Cities with the most Vp Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Vp Financial Advisor jobs? States with the most job openings for Vp Financial Advisor jobs include:
Vp Financial Advisor jobs near you
VP, Financial Advisor

VP, Financial Advisor

Ion Bank

Southbury, CT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Job Type:
Commission, Full-Time
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a VP, Financial Advisor you are responsible for:
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.
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.

Education and Qualifications:
  • 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
  • 11 Paid Holidays
  • Job Shadowing
  • Volunteer Opportunities

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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