Company

Rockland TrustSee more

addressAddressWorcester, MA
type Form of workFull-Time
CategoryAccounting/Finance

Job description

As a Commercial Financial Consultant/Financial Advisor at Rockland Trust, you utilize your comprehensive understanding of the financial landscape to guide individuals and businesses towards success. Each day, you work closely with individual, families and organizations to understand their investment, risk management and financial planning needs to develop holistic financial solutions that put them on the path to a secure financial future. 

With a creative and dynamic personality and a passion for wealth management, you focus your time developing, building, and implementing engaging and impactful sales and marketing programs designed to build Rockland Trust's Investment Management Group (IMG) brand and grow assets under management (AUM).  You are the first introduction to Investment Management Group for prospects and will ultimately introduce them to the full team beginning with a portfolio manager and relationship manager.   

Refer code: 7984093. Rockland Trust - The previous day - 2024-01-29 07:13

Rockland Trust

Worcester, MA
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