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Financial Advisor Edgartown, MA
Job in
Edgartown, Dukes County, Massachusetts, 02539, USA
Listed on 2026-07-01
Listing for:
Robert Half
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Location: Edgartown
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.
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