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Financial Consultant Financial Advisor Wealth Management

Wealth & Trust Advisor — Estate & Fiduciary Planning

Job in Fall River, Bristol County, Massachusetts, 02720, USA
Listing for: The Cape Cod Five Cents Savings Bank
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A regional financial institution in Massachusetts is seeking a Wealth Management Officer to direct the administration of fiduciary accounts, including investment management and personal trusts. You'll act as an advocate for clients by facilitating their financial dealings with the Bank and advising on estate planning and tax issues. The ideal candidate holds a Bachelor's Degree and has at least three years of experience in trust administration, showcasing strong business development skills and excellent client communication.
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