Financial Advisor

Martha's Vineyard Bank is a trusted financial institution serving the communities of Martha's Vineyard and Falmouth, Massachusetts. With deep local roots and a commitment to personalized banking services, the bank focuses on building lasting relationships with its customers. Known for its dedication to community development, Martha's Vineyard Bank offers a variety of banking and financial solutions to meet the unique needs of its customers.

This is a full-time, on-site role for a Financial Advisor based in West Tisbury, MA. The Financial Advisor will assist clients in developing and implementing financial plans, with a focus on investment strategies, retirement planning, and overall financial growth. Day-to-day responsibilities include assessing clients’ financial goals, creating tailored financial strategies, educating clients on financial products, and monitoring financial plans to ensure optimal outcomes.

• Strong expertise in Financial Planning and Retirement Planning
• Proficiency in Finance and a strong understanding of Investments
• Demonstrated experience in providing Financial Advisory services
• Excellent communication and interpersonal skills to build long-term client relationships
• Ability to assess client needs and recommend tailored financial solutions
• Bachelor’s degree in Finance, Economics, Business, or related field is preferred
• Licensing (e.g., Series 7, Series 66, or equivalent) and CFP designation is a plus
• Strong analytical and problem-solving skills