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Financial Advisor Jobs in Nantucket, MA (NOW HIRING)

ActionLink

Sales Advisor - Sony

Hyannis, MA · On-site

$19 - $21/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

Hyannis, MA · On-site

$19 - $21/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

ActionLink

Sales Advisor - Sony

Hyannis, MA · On-site

$19 - $21/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Nantucket, MA

Financial Advisor information

See Nantucket, MA salary details

$44.3K

$125.7K

$177.2K

How much do financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial advisor in Nantucket, MA is $125,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,300.00 and $161,200.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

What job categories do people searching Financial Advisor jobs in Nantucket, MA look for?

The top searched job categories for Financial Advisor jobs in Nantucket, MA are:

What cities near Nantucket, MA are hiring for Financial Advisor jobs?

Cities near Nantucket, MA with the most Financial Advisor job openings:

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Nantucket, MA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 14% Part Time, and 9% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $125,674 per year, or $60.4 per hour.

Financial Advisor

MARTHAS VINEYARD BANK

West Tisbury, MA • On-site

Full-time

Re-posted 3 days ago

Key responsibilities

  • Meet regularly with clients and prospects to discuss their investment and financial needs and offer customized solutions.

  • Support and facilitate investment and financial services programs, including evaluating research processes and managing client transactions.

  • Assist in planning, preparing, and supporting seminars, training, and presentation materials related to financial services.

Job description

This is a Full-time in person Position located in West Tisbury, Ma

Position Summary: Responsible for developing new and maintaining existing client relationships. This includes actively promoting financial planning and investment solutions for families and institutions. Establish, implement, and support programs designed to generate new business and support various aspects of investment and financial services.

Position Responsibilities

  • Sit on Investment Committee and be a key teammate to evaluate MVIA's internal & external research process.
  • Meet regularly with current clients and prospects regarding their specific investment & financial needs and offer customized solutions.
  • Support and help facilitate Audit and Compliance infrastructure.
  • Assist in general client service needs & requests for clients.
  • Be conversant with applicable core record keeping systems.
  • Manage and facilitate implemented financial software and planning platforms.
  • Coordinate various client transactions, documents and general client service needs
  • Assist with planning and preparation of seminars, training, and presentation materials.
  • Refer investment clients to other areas of the bank.
  • Generate new business through internal referrals and organic branch educational meetings and referral networks.
  • Any other duties or projects assigned by supervisor.

Employee Responsibilities

  • Recognize and demonstrate the Bank's Core Values:
    • We value and respect the contribution of each member of the team.
      • We work together to support our mutual goals.
      • We foster an inclusive, non-hierarchical environment.
      • We gain a sense of fulfillment through our contribution to the whole.
      • We manage client and company resources responsibly.
    • We are passionate about our craft.
      • Each day our effort is focused on doing better than the day before.
      • Be curious.
      • Expect the highest quality work from ourselves.
      • Enable our creativity with continuous self-improvement.
    • We go out of our way to do the right thing.
      • Going the distance to do right by our customers and colleagues.
      • Protect the confidentiality and privacy of our customers - no matter what.
      • Embody the gold standard of professional ethics.
      • Avoid even the appearance of impropriety.
    • We are candid and kind.
      • Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
      • Have the courage to be honest.
      • Trust and empower individuals.
      • Hold each other accountable to uphold our values.
  • Maintain knowledge of services in area of responsibility.
  • Maintain basic knowledge of related state and federal banking compliance regulations.
  • Demonstrate understanding and adherence to Bank Security procedures.
  • Work within procedural limits of position.
  • Any other tasks or projects assigned by supervisor.

Preferred Qualifications

  • Education: Bachelor's degree or equivalent training and experience.
  • Licenses: Series 7, 66 required. Series 65 and Life/Health/Annuity licenses.
  • Strong commitment to putting clients' needs ahead of your own.
  • Engaging interpersonal skills, polished presentation skills, and savvy computer skills required.
  • Strong passion for critical thinking and expanding your investment knowledge base.

Physical & Environmental Aspects

  • Work is sedentary, requiring only minimum physical demands with extended periods of sitting.
  • Work Conditions: Work is normally performed in an office environment with frequent travel to customer locations.

Apply