Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Martha's Vineyard Bank

  • Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining existing client relationships. This includes actively promoting financial planning and investment solutions for families and institutions. Establish, implement, and support programs designed to generate new business and support various aspects of investment and financial services. Position Responsibilities* Sit on Investment Committee and be a key teammate to evaluate MVIA’s internal & external research process.* Meet regularly with current clients and prospects regarding their specific investment & financial needs and offer customized solutions.* Support and help facilitate Audit and Compliance infrastructure.* Assist in general client service needs & requests for clients.* Be conversant with applicable core record keeping systems.* Manage and facilitate implemented financial software and planning platforms.* Coordinate various client transactions, documents and general client service needs* Assist with planning and preparation of seminars, training, and presentation materials.* Refer investment clients to other areas of the bank.* Generate new business through internal referrals and organic branch educational meetings and referral networks.* Any other duties or projects assigned by supervisor.Employee Responsibilities* Recognize and demonstrate the Bank’s Core Values: + We value and respect the contribution of each member of the team. - We work together to support our mutual goals. - We foster an inclusive, non-hierarchical environment. - We gain a sense of fulfillment through our contribution to the whole. - We manage client and company resources responsibly. + We are passionate about our craft. - Each day our effort is focused on doing better than the day before. - Be curious. - Expect the highest quality work from ourselves. - Enable our creativity with continuous self-improvement. + We go out of our way to do the right thing. - Going the distance to do right by our customers and colleagues. - Protect the confidentiality and privacy of our customers – no matter what. - Embody the gold standard of professional ethics. - Avoid even the appearance of impropriety. + We are candid and kind. - Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor. - Have the courage to be honest. - Trust and empower individuals. - Hold each other accountable to uphold our values.* Maintain knowledge of services in area of responsibility.* Maintain basic knowledge of related state and federal banking compliance regulations.* Demonstrate understanding and adherence to Bank Security procedures.* Work within procedural limits of position.* Any other tasks or projects assigned by supervisor.## QualificationsPreferred Qualifications* Education: Bachelor’s degree or equivalent training and experience.* Licenses: Series 7, 66 required. Series 65 and Life/Health/Annuity licenses.* Strong commitment to putting clients’ needs ahead of your own.* Engaging interpersonal skills, polished presentation skills, and savvy computer skills required.* Strong passion for critical thinking and expanding your investment knowledge base.Physical & Environmental Aspects* Work is sedentary, requiring only minimum physical demands with extended periods of sitting.* Work Conditions: Work is normally performed in an office environment with frequent travel to customer locations.
  • J-18808-Ljbffr Martha's Vineyard Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Oklahoma City, OK vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Oklahoma City, OK
    4 days ago
  • $100k - $250k

     ...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... 
    Suggested
    Work at office
    Local area

    Wisepath Financial Group

    Edmond, OK
    5 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Oklahoma City, OK
    4 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Oklahoma City, OK
    5 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Oklahoma City, OK
    1 day ago
  •  ...with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and... 
    Permanent employment
    Full time
    Work experience placement

    Modern Woodmen

    Oklahoma City, OK
    5 days ago
  • $60k - $75k

     ...We seek exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners) . This is a top-tier position for motivated FAs with outstanding sales skills and a drive for success. We seek sales-oriented individuals who... 
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    Retirement Income Blueprints

    Oklahoma City, OK
    4 days ago
  •  ...Bank of America in Edmond, OK is seeking an experienced financial advisor to deliver tailored investment advice and banking solutions. You will triage client leads, refer to appropriate partners based on client needs and asset thresholds, and meet with clients to review... 

    Bank of America

    Edmond, OK
    4 days ago
  •  ...services are delivered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, ensuring regulatory oversight...  ...established regulatory standards while focusing on holistic financial guidance and long-term client relationships. Role Description... 
    Full time

    FrontPoint Wealth Management, LLC

    Edmond, OK
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    Oklahoma City, OK
    4 days ago
  • Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Oklahoma City, OK
    4 days ago
  • $50k - $100k

     ...About Strategic People Advisors Strategic People Advisors ( is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica... 
    Local area

    Strategic People Advisors

    Oklahoma City, OK
    5 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship... 
    Full time
    Part time

    SkyKey Financial

    Oklahoma City, OK
    4 days ago
  • $97k - $192k

     ...The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region...  ...local leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen,... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    6 hours ago
  •  ...Job Overview WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their... 

    WealthBridge Financial Group

    Oklahoma City, OK
    8 hours ago
  • $60k - $80k

     ...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life.... 
    Local area

    Modern Woodmen

    Oklahoma City, OK
    4 days ago
  •  ...Job Description Job Description POSITION SUMMARY: Counsels students regarding the financial aid process and payment programs. Responsible for financial aid awarding. Performs various functions to ensure accuracy and compliance with federal, state and institutional... 

    MID-AMERICA CHRISTIAN UNIVERSITY INC

    Oklahoma City, OK
    7 days ago
  •  ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work.As a Workday Financials Accounting Center/... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    1 day ago
  • $69.8k - $132k

     ....Do you have a passion and a curiosity for solving complex casino gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and hands-on yet flexible and balanced career while being able to work... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Oklahoma City, OK
    4 days ago
  •  ...coverage Tuition reimbursement, loan assistance, and 401(k) matching Employee assistance program including mental, physical, and financial wellness Professional development and growth opportunities Minimum Qualifications Qualifications and requirements High School Diploma... 
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Lifepoint Health®

    Oklahoma City, OK
    1 day ago
  • Financial Counselor II - Responsibilities The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications.... 

    Jobtailor

    Oklahoma City, OK
    1 day ago
  • $97k - $192k

     ...income ranging from $97,000 to $192,000+, commensurate with experience and outcomes Exclusive training/development with experienced financial services professionals An environment and culture of mutual support and growth Attainment of prestigious credentials and... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Mallett Region - Modern Woodmen of America

    Oklahoma City, OK
    5 days ago
  •  ...The Wealth Advisor is responsible for fostering new and existing client relationships by providing high‑level customer service, proactively...  ...identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust... 

    Stride Bank, N.A.

    Oklahoma City, OK
    3 days ago
  • TwinThread is seeking a Private Banker in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service. Qualified candidates should possess a Bachelor...

    TwinThread LLC

    Oklahoma City, OK
    3 days ago
  •  ...A prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, understand their needs, and provide tailored investment advice. Candidates should... 
    Work at office

    Bank of America

    Oklahoma City, OK
    4 days ago
  • $120k

     ...and a seat at the table, this role offers the chance to make an immediate impact. Key Responsibilities & Duties: Build and maintain financial models for acquisition opportunities Perform valuation, returns, and cash flow analysis Run sensitivity and stress testing on key... 
    Immediate start

    Inceed

    Oklahoma City, OK
    4 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Massachusetts. This role provides an opportunity to build an integrated financial planning practice while receiving guidance and support from a Fortune 500 company. Interns will... 
    Full time
    Internship

    Northwestern Mutual

    Oklahoma City, OK
    1 day ago
  •  ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    5 days ago
  •  ...Req ID: 473724 Welcome to Love's! Our finance team is seeking an experienced FP&A Analyst to perform financial analysis to measure the profitability of existing or prospective business activities and make recommendations on allocating capital. Applicants should be... 
    Contract work
    Work at office
    Flexible hours

    Loves Travel Stops & Country Store

    Oklahoma City, OK
    2 days ago
  • $46.99k - $122.4k

     ...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets... 
    Full time
    Work experience placement

    Oak St. Health

    Oklahoma City, OK
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!