Wealth Representative

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.  

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. 

Salem Five believes deeply in supporting the communities in which we reside.

Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA.

We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees.

Come see what we’re all about. 

JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: 


* Responsible for working with bankers to actively manage the sales prospect pipeline, prepare for, and conduct client investment meetings and financial reviews in a virtual environment on a centralized team.


* Provides financial advice primarily to new and existing banking customers in order to be perceived as a knowledgeable and trusted advisor on matters relating to investment planning, retirement planning, and education planning.

Advisor should be able to provide clients a detailed analysis of their needs as well as a strategy to implement this plan.

When appropriate, refer clients to Wealth Consultants for more in-depth financial and estate planning needs.


* Develops new business and additions to existing accounts to meet annual financial Works in collaboration with Retail Partners, Wealth Management Officers, and other organization contacts.


* Maintains knowledge of the client’s financial, investment, and insurance needs and objectives.

Takes appropriate action as warranted due to changes in (a) client situation, needs, or objectives, (b) changes in the legal or regulatory landscape; or (c) economic situation.

Monitors client portfolios to assure conformity with client risk tolerance and goals.

Recommends insurance advice and products appropriately.


* Completes periodic reviews for client Profile clients for additional services including: insurance, DDA and savings accounts, cash management/deposit services, and home mortgage loans to ensure a quality client experience.


* Maintains a superior knowledge of most investment products, e.g.

securities, mutual funds, advisory accounts, annuities, and insurance to provide unbiased financial recommendations to all types of clients that suit their needs effectively and reasonably.


* Responsible for handling all client maintenance and service-related requests (including, but not limited to: money movement, new accounts, transfers, onboarding, and account maintenance).

Will provide cli...