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3 results for Financial Advisor in Edgartown, MA
- Edgartown, MA
- onsite
- Permanent / Full Time
- 65000 - 70000 USD / Yearly
- <p>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.</p><p>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.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
- 2026-05-06T00:00:00Z
- Hyannis, MA
- onsite
- Permanent / Full Time
- 60000 - 90000 USD / Yearly
- <p>We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
- 2026-05-06T00:00:00Z
- Bridgewater, MA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- We are looking for a credit-minded Portfolio Manager to support a commercial lending portfolio in Bridgewater, Massachusetts. This position combines portfolio oversight, credit evaluation, and partnership with lending teams to help maintain sound asset quality and support responsible growth. The ideal candidate brings strong analytical judgment, a practical understanding of commercial credit, and the ability to contribute to both client retention and new lending opportunities.<br><br>Responsibilities:<br>• Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality.<br>• Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators.<br>• Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position.<br>• Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs.<br>• Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review.<br>• Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions.<br>• Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time.
- 2026-05-06T00:00:00Z