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2 results for Financial Advisor in Edgartown, MA
- Edgartown, MA
- onsite
- Permanent / Full Time
- 70000.00 - 90000.00 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>
- 2026-10-13T20:38:48Z
- Quincy, MA
- onsite
- Permanent / Full Time
- 100000.00 - 225000.00 USD / Yearly
- We are looking for an experienced trusts and estates attorney to join a respected law firm in Quincy, Massachusetts. This position offers the chance to lead sophisticated estate planning and administration matters while working closely with individuals, families, fiduciaries, and business owners. The role is well suited for a senior-level practitioner who values meaningful client contact, thoughtful legal strategy, and collaboration across related advisory disciplines.<br><br>Responsibilities:<br>• Design and prepare advanced estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related instruments.<br>• Guide clients on wealth preservation approaches, transfer planning techniques, and strategies intended to reduce transfer tax exposure and protect assets.<br>• Create succession plans for privately owned and family-operated businesses, aligning legal structures with long-term ownership and management goals.<br>• Counsel clients on Massachusetts and federal tax issues affecting estates, gifts, trusts, and fiduciary income matters.<br>• Oversee estate administration from initial filings through final settlement for both taxable and non-taxable matters.<br>• Advise trustees and beneficiaries on trust administration, fiduciary obligations, funding issues, compliance requirements, and ongoing communications.<br>• Support clients with elder law and long-term care planning, including Medicaid-related strategies where appropriate.<br>• Prepare and evaluate estate and trust accountings to help ensure accuracy, compliance, and timely reporting.<br>• Work alongside accountants, financial advisors, insurance professionals, and other external partners to coordinate comprehensive client solutions.<br>• Contribute to practice growth through client relationship development and provide guidance to entry-level attorneys and paralegals when needed.
- 2026-10-14T13:28:41Z