Financial Advisor Job in Waltham, MA – Salem Five

Author - June 17, 2012

Description of Financial Advisor Job:

Salem Five Investment Services, LLC, a subsidiary of Salem Five Bank, is presently seeking qualified Financial Advisors to join our rapidly expanding Investment Services Company in the Waltham area. Great opportunity for a financial professional to help customers achieve their financial goals with a company that offers stability and great long term opportunity. Open architecture platform allows for the use of mutual funds, annuities, securities, fee-based accounts and insurance to find the most suitable solution for the client’s need.


  • Successful candidate will probably be a motivated licensed Financial Advisor, with a minimum of four years experience providing financial services and at least $15 million in client assets.
  • Will be expected to provide sound financial advice to customers referred from the retail bank.
  • Must be a self-starter and be able to build relationships with a team of bank employees.
  • Opportunity to obtain additional financial designations (CFP, CRPC, etc.)
  • Series 65 preferred, and will be required within a reasonable timeframe.
  • Must have Series 7, 63, and state insurance license.
  • In addition, must have got good organizational skills, ability to multi-task and be comfortable with public speaking.

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