Financial Solutions & Relationship Advisor

A leading financial institution is seeking a motivated individual to engage with clients in Chatham, Massachusetts. Responsibilities include understanding client needs, building relationships, and leveraging technology for banking solutions. Ideal candidates will have a Mutual Funds License and at least one year of client-facing experience, with banking experience considered a plus. The institution values trust, teamwork, and accountability, offering competitive compensation and a supportive work environment. #J-18808-Ljbffr