Investment Executive (Financial Advisor) Job at Robert Half (Hyannis)

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Financial Advisor

We are looking for an experienced Financial Advisor to support high-touch client...

Location

United States , Seattle

Salary:

125000.00 - 175000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or a related discipline
advanced graduate education is preferred
Approximately 8 or more years of relevant experience in investment accounting, trust administration, client advisory services, or a similar financial services environment
Strong written, verbal, and presentation skills with the ability to communicate effectively across clients, advisors, and internal teams
Proven ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a detail-driven role
Demonstrated collaboration and leadership skills, with a track record of contributing effectively within team-based client service environments
Familiarity with investment accounts, portfolio administration, fund or trust-related processes, and relationship management responsibilities
Proficiency with Microsoft Office applications, especially Excel, Outlook, PowerPoint, and Word, along with experience using Salesforce or comparable CRM platforms

Job Responsibility

Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly
Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews
Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems
Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts
Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed
Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards
Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks
Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity
Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners

What we offer

Medical/Dental/Vision - 100% paid for employee
Life and Disability insurance
401k with annual profit sharing contribution
2 weeks PTO
6 paid holidays

Fulltime

Servicing Financial Advisor

Financial Advisor – Wealth Services. Location: On-Site. At Alera Group, our Weal...

Location

United States , Wethersfield

Salary:

80000.00 - 100000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Bachelor's degree in a relevant field or equivalent professional experience
3+ years of experience in financial services or advisory roles
Active Connecticut Life insurance license
Active Series 65 or Series 7 & 66 licenses
Strong organizational, interpersonal, and relationship‑management skills
Strong mathematical and analytical abilities
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite and financial planning tools used within the advisory function
Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client outcomes

Job Responsibility

Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth
Partnering with cross‑functional teams and fellow advisors to deliver a seamless client experience
Managing client workflows including onboarding, ongoing service, and follow‑up
Preparing, presenting, and implementing customized financial plans for existing clients
Providing holistic financial guidance across investments, insurance, and retirement planning
Analyzing client financial data to inform recommendations and improve outcomes
Attending and presenting at educational workshops for retiree prospects and clients
Ensuring compliance with organizational policies, regulatory standards, and licensing requirements
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network

What we offer

medical
dental
vision
life and disability coverage
401(k)
generous PTO
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support

Fulltime

Personal Financial Advisor (Private Wealth)

Join our team as a Personal Financial Advisor (Private Wealth) and help shape th...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients
Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking
Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies
Exceptional judgment and decision-making skills in client advisory contexts
Outstanding written and verbal communication abilities
Certified Financial Planner (CFP) designation required
Expertise in client relationship management and regulatory compliance

Job Responsibility

Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals
Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools
Communicate complex financial concepts clearly and concisely to both clients and technical teams
Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals
Uphold industry standards and regulatory compliance in all client interactions and recommendations
Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes
Contribute insights and expertise to refine and advance AI-driven solutions for financial planning

Fulltime

Financial Advisor

At PNC, our people are our greatest differentiator and competitive advantage in ...

Location

United States of America , Pewaukee

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management

Job Responsibility

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid

Fulltime

Senior Investment Advisor

As a Senior Investment Advisor within the PNC Private Bank organization, you wil...

Location

United States of America , Washington

Salary:

104000.00 USD / Year

PNC Financial Services

Expiration Date

Until further notice

Requirements

University/college degree
Industry relevant experience is typically 8+ years
Higher level education such as a Masters degree, PhD, or certifications is desirable
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Customer Focused
Managing Risk
Skills: Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies: Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling

Job Responsibility

Manages accounts in accordance with investment objectives developed with the client
Provides specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
Maintains expert level knowledge of complex investment and asset management strategies
Responsible for maintaining and growing assets under management
Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client
Executes risk management practices through the adherence to PNC's policies and procedures
May help provide direction to investment professionals

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid

Fulltime

Financial Advisor

As a Financial Advisor within PNC's Wealth Management organization, you will be ...

Location

United States Of America , Tucson

Salary:

Not provided

PNC Financial Services

Expiration Date

Until further notice

Requirements

University/college degree, with 2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies: Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Job Responsibility

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match, pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives

Fulltime

Financial Advisor

Currently partnering with a well-established financial institution seeking a lic...

Location

United States , Edgartown

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Financial Advisor

We are looking for an experienced Financial Advisor to join our dynamic team in ...

Location

United States , Portsmouth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in financial planning or advisory roles
Proven track record of managing a loyal client base
Strong understanding of investments, financial markets, and wealth management principles
Relevant certifications such as Certified Financial Planner (CFP) are preferred
Willingness to obtain Series 65 certification if not already held

Job Responsibility

Build and maintain strong relationships with clients, ensuring their financial needs are met effectively
Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance
Provide expert advice on wealth management, retirement planning, and asset allocation
Utilize advanced technology tools to enhance client engagement and streamline service delivery
Identify and pursue new business opportunities to grow the client base
Collaborate with internal teams to ensure seamless execution of financial strategies
Manage client portfolios with precision, ensuring optimal performance and risk management
Conduct regular reviews of financial plans to adapt to changing circumstances and objectives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

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Investment Executive (Financial Advisor)

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