Virtual Wealth Advisor

Salem Five Bank; Salem (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Job summary

Salem Five Bank is seeking an experienced Investment Advisor to work with bankers in managing a sales prospect pipeline and conducting client investment meetings in a virtual setting. The role includes providing financial advice on planning, retirement, and education, and coordinating with Wealth Consultants for advanced needs.

The position emphasizes building new business, maintaining client portfolios, and delivering unbiased recommendations while staying compliant with regulatory requirements.

Qualifications

• Bachelor's degree required; 3–5 years’ related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Manage the sales prospect pipeline with bankers and conduct client investment meetings and financial reviews in a virtual environment.
• Provide financial advice on investment planning, retirement planning, and education planning to banking customers; refer to Wealth Consultants when needed.
• Develop new business and account growth in collaboration with Retail Partners and Wealth Management Officers.
• Maintain knowledge of client financial, investment, and insurance needs; monitor portfolios for risk alignment and objectives.

Education

Bachelor's degree (B.A.) from four-year college or university

Job description

Salem Five Bank is seeking an experienced Investment Advisor to work with bankers in managing a sales prospect pipeline and conducting client investment meetings in a virtual setting. The role includes providing financial advice on planning, retirement, and education, and coordinating with Wealth Consultants for advanced needs.

The position emphasizes building new business, maintaining client portfolios, and delivering unbiased recommendations while staying compliant with regulatory requirements.