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Robert Half Logo Robert Half · Finance

Financial Advisor

United States, Edgartown · Job Posted March 26, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • Active Series 7 and 65 or 66 licenses & Massachusetts Life and Health Insurance licenses are preferred (open to getting)
  • Minimum of 3 years of experience in investment sales or advisory roles

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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