Wealth Planning Advisor
Job in
Hyannis, Barnstable County, Massachusetts, 02601, USA
Listed on 2026-07-06
Listing for:
The Cape Cod Five Cents Savings Bank
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
The Cape Cod Five Cents Savings Bank is seeking a Financial Planner to provide expert advice on financial issues such as tax administration and wealth transfer. You will work closely with Wealth Management account officers to create comprehensive financial plans for clients.
The ideal candidate will have at least 5 years of relevant experience and a strong commitment to fiduciary standards. A Bachelor's degree is required, and CFP certification is preferred. This role requires excellent interpersonal skills and a solid understanding of financial markets.
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