Description We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities: • Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives. • Analyze client portfolios and recommend investment strategies to optimize performance. • Manage ongoing client relationships through regular financial plan reviews and responsive communication. • Execute investment transactions in strict adherence to industry regulations and company policies. • Resolve client issues effectively and ensure high levels of customer satisfaction. • Develop and implement targeted sales strategies to meet organizational goals. • Collaborate with Banking Center teams to enhance cross-functional performance and drive results. • Oversee and support the training of a Financial Services Assistant to ensure operational excellence. • Stay updated on regulatory changes and market trends to maintain expertise in the field. • Participate in community engagement and marketing initiatives to promote investment services. Requirements Background: • Bachelor’s degree in Finance, Accounting, or a related field, or equivalent through specialized training. • Active Series 7 and 65 or 66 licenses. • Massachusetts Life and Health Insurance licenses are required. • Certified Financial Planner designation is preferred. • Minimum of 3 years of experience in investment sales or advisory roles. 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 (https://www.roberthalf.com/us/en/mobile-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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .