Top 21 Financial advisor Jobs in Cape Cod Ma

Investment Executive
Robert Half —Hyannis, MA
- $50,000 - $80,000 a year
- Customer service
- 5 years
- US work authorization
- Disability insurance
- Dental insurance
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11d
Financial Professional/Fast Track Management
New York Life —Massachusetts
- $65,000 - $200,000 a year
- Full-time
- Remote
- Sales
- Recruiting
- Master of Business Administration
- Health insurance
- Dental insurance
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Senior Investment Officer
The Cape Cod Five Cents Savings Bank —Hyannis, MA
- Hybrid work
- Research
- Finance
- Business development
Financial Services Associate
Cape & Coast Bank —Hyannis, MA
- $60,000 - $78,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
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Wealth Management Relationship Manager
Rockland Trust —Osterville, MA
- 5 years
- Mid-level
- Office
- Wellness program
- Health insurance
Investment Executive
Cape & Coast Bank —Hyannis, MA
- $60,000 - $120,000 a year
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Relationship Banker - Hyannis, Massachusetts
JPMorganChase —Hyannis, MA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
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Workday Student Financials Lead Consultant
kpg99.INC —United States
- $60 - $75 an hour
- Temporary
- Remote
- US work authorization
- Senior level
- Leadership
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5d

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Client Services Representative
Robert Half —Hyannis, MA
SIE certification and FINRA licenses (Series 7/66 or 65/63) are a plus. Support investment and insurance transactions when appropriately licensed.
$60,000 - $80,000 a year
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11d
Investment Executive
Robert Half —Hyannis, MA
Develop and implement personalized investment strategies that align with clients' financial objectives. Execute investment transactions with precision while…
$50,000 - $80,000 a year
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11d

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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financial advisor jobs near cape cod ma

Investment Executive

Robert Half -
Hyannis, MA

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Job Details

$50,000 - $80,000 a year
11 days ago

Benefits

Disability insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Trade execution in financial markets
Customer relationship building
Customer service
5 years
Identifying new business opportunities
Regulatory compliance
Financial client presentations
Series 66
Income tax planning
Series 7
Portfolio management advisory services
Client retention
Client base expansion
Investment client management
Financial product expertise
Industry knowledge of financial regulations
Financial goal setting advisory services
Business development within finance
Insurance planning
Client growth strategy
Banking business development
Series 65
Experience practicing in the securities industry
Senior level
Legal compliance
Series 63

Full Job Description

We are looking for a skilled and client-focused Investment Executive (Financial Advisor) to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals.

Responsibilities:
Develop and implement personalized investment strategies that align with clients' financial objectives.
Manage and grow a portfolio of client relationships by delivering exceptional service and advice.
Execute investment transactions with precision while adhering to compliance and regulatory standards.
Identify opportunities to expand business through proactive networking and relationship-building.
Collaborate with internal teams to ensure a seamless and efficient client experience.
Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.
Prepare and present detailed financial plans and investment strategies to clients.
Facilitate insurance solutions that complement clients' overall financial plans.

Qualifications:
Minimum of 5 years of experience in wealth/investment services, banking or financial advisory industry
Active Series 7, 63, or (65/66) licenses are required.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice .

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financial advisor jobs in cape cod ma

Investment Executive

Financial Professional/Fast Track Management

Senior Investment Officer

Financial Services Associate

Wealth Management Relationship Manager

Investment Executive

Relationship Banker - Hyannis, Massachusetts

Remote Financial Advisor

Workday Student Financials Lead Consultant

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