Financial Advisor Edgartown, MA

Licensed Investment Professional

Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.

This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.

Responsibilities:

• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.
• Analyze client portfolios and recommend investment strategies to optimize performance.
• Manage ongoing client relationships through regular financial plan reviews and responsive communication.
• Execute investment transactions in strict adherence to industry regulations and company policies.
• Resolve client issues effectively and ensure high levels of customer satisfaction.
• Develop and implement targeted sales strategies to meet organizational goals.
• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.
• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.
• Stay updated on regulatory changes and market trends to maintain expertise in the field.
• Participate in community engagement and marketing initiatives to promote investment services.