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, promote financial planning and investment solutions, support compliance, and manage client transactions. Requires Series 7 and 66; Series 65 and life/health/annuity licenses also noted; bachelor\u0002s degree 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