Investment Executive Position Available In Middlesex, Massachusetts
Tallo's Job Summary: This job listing in Middlesex - MA has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Job Description:
Investment Executive – Community Banking A well-establishedcommunity financial institution is seeking a motivated andclient-focused Investment Executive to join its growing wealthmanagement team. This is a unique opportunity to work in arelationship-driven environment where personalized service andlong-term financial planning are the priority. Why Join Us?
Community Impact:
Serve a loyal customer base rooted in New Englandvalues and commitment.
Work-Life Balance:
Enjoy a predictableschedule with no aggressive sales quotas or cold calling.
Supportive Infrastructure:
Benefit from internal referrals, robustoperational support, and a trusted brand that’s been serving thecommunity for over a century.
Key Responsibilities:
Manage and growa portfolio of clients by providing customized investment andfinancial planning solutions. Partner closely with retail bankingand commercial teams to identify opportunities and deepen clientrelationships. Deliver holistic financial guidance includingretirement planning, insurance strategies, and asset allocation.
Maintain compliance with FINRA and SEC regulations while upholdingthe highest ethical standards.
Ideal Candidate:
FINRA Series 7 and66 (or 63/65) licenses required; life/health insurance licensepreferred. Minimum 5 years of investment advisory or wealthmanagement experience. Strong interpersonal skills with aconsultative, client-first approach. Familiarity with communitybanking a plus. Join a team where relationships matter. If you’re atrusted financial professional who wants to make a difference inpeople’s lives-not just their portfolios-this could be your nextstep.
INJUN2025
ZRCFS
