About this role
Financial Advisor at MARTHAS VINEYARD BANK. Location: West Tisbury, Massachusetts, United States. Role: developing relationships, managing transactions, supporting compliance Requirements: Develop and maintain client relationships, provide financial planning and investment solutions, support compliance and audit, manage client transactions; Series 7 and 66 required, Series 65 and life/health/annuity licenses desirable, bachelor’s preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, series 65, life/health/annuity Commitment: Full Time Workplace: Onsite Languages: English