Financial Services Executive

6 days ago


Hyannis, Massachusetts, United States Cape Cod Cooperative Bank Full time
Job Description

Cape Cod Cooperative Bank is seeking a highly motivated Financial Services Executive to join our team. As a licensed investment professional, you will be responsible for cultivating and managing personal and business client relationships, providing tailored investment solutions and ensuring the highest standards of professionalism and expertise.

In this role, you will work closely with clients to understand their investment objectives and risk tolerance, providing financial advice and recommendations to ensure their investment portfolios align with their goals.

You will also execute investment transactions on behalf of clients, ensuring trades are accurate and timely. The ideal candidate will have a strong track record of delivering results in a fast-paced environment, with excellent communication and negotiation skills.

Key Responsibilities:
  • Develop and maintain relationships with clients, understanding their investment objectives and risk tolerance
  • Provide financial advice and recommendations to clients, ensuring their investment portfolios align with their goals
  • Execute investment transactions on behalf of clients, ensuring trades are accurate and timely
Salary Range: $100,000 - $160,000 per year
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