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Investment Advisor Client Planning
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-07-15
Listing for:
East Cambridge Savings Bank
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
East Cambridge Savings Bank in Cambridge, MA is seeking an Investment Executive to join the Retail Department. The role provides information and guidance on non-deposit investment products, analyzes client portfolios, and recommends suitable investments.
Applicants should hold a Bachelor's in Finance or related field, possess NASD Series 7 and 65/66, state life and health licenses, and have at least 3 years of investment sales/advisory experience.
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