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Client-Focused Investment Advisor
Job in
West Tisbury, Dukes County, Massachusetts, 02575, USA
Listed on 2026-07-08
Listing for:
Marthas Vineyard Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Martha's Vineyard Bank seeks a Full-time in-person position in West Tisbury, MA. The role involves developing new and maintaining existing client relationships, promoting financial planning, and supporting investment services.
The ideal candidate will have a Bachelor’s degree, relevant licenses, and strong interpersonal skills. Responsibilities include coordinating transactions, supporting audit compliance, and engaging with clients for customized solutions.
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