Investment Executive

Location: Cambridge
Posted on: June 23, 2025

Job Description:

Investment Executive - Community Banking A well-established community financial institution is seeking a motivated and client-focused Investment Executive to join its growing wealth management team. This is a unique opportunity to work in a relationship-driven environment where personalized service and long-term financial planning are the priority. Why Join Us? Community Impact: Serve a loyal customer base rooted in New England values and commitment. Work-Life Balance: Enjoy a predictable schedule with no aggressive sales quotas or cold calling. Supportive Infrastructure: Benefit from internal referrals, robust operational support, and a trusted brand that's been serving the community for over a century. Key Responsibilities: Manage and grow a portfolio of clients by providing customized investment and financial planning solutions. Partner closely with retail banking and commercial teams to identify opportunities and deepen client relationships. Deliver holistic financial guidance including retirement planning, insurance strategies, and asset allocation. Maintain compliance with FINRA and SEC regulations while upholding the highest ethical standards. Ideal Candidate: FINRA Series 7 and 66 (or 63/65) licenses required; life/health insurance license preferred. Minimum 5 years of investment advisory or wealth management experience. Strong interpersonal skills with a consultative, client-first approach. Familiarity with community banking a plus. Join a team where relationships matter. If you're a trusted financial professional who wants to make a difference in people's lives-not just their portfolios-this could be your next step. INJUN2025 ZRCFS

Keywords: , Marthas Vineyard , Investment Executive, Accounting, Auditing , Cambridge, Massachusetts