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Financial Advisor Jobs in Cambridge, MA (1,918)

Senior Financial Analyst

Symbotic
Cambridge, MA

Financial Advisor - Certification Provided

Edward Jones
Arlington, MA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Financial Advisor - Centralized, Peabody, MA

Santander Holdings USA Inc Careers
PEABODY, MA
New
Icon: salary
$56.3k - $102.5k / year

Private Client Financial Advisor - Boston, MA

Citizens Bank
Boston, Massachusetts
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Chief Financial Officer CFO Advisor Boston

ExecHQ
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance

Artemis Advisors – Investment Advisor Position

DEL REY INVESTMENT
Boston, Massachusetts

Portfolio Advisor- Alternatives Wealth Sales

Wellington Management
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance

Portfolio Advisor- Alternatives Wealth Sales

CFA Institute
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance

Lead Counsel – Investment Advisor Practice Group

Massmutual
Boston, Massachusetts
Icon: salary
$25 / hour

Financial Services Consultant

Smartsheet
Boston, Massachusetts
New
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$92.5k - $137.5k / year

Associate Regional Director

Massmutual
Boston, Massachusetts
Icon: salary
$70k - $80k / year

Manager, Advisor Consulting

Threadneedle group
Boston, Massachusetts
Part-Time

Capstone Financial Advisory Services Consultant - Analyst or Associate

Huntington Bancshares
🌎 Remote
Remote
Diversity Leader

Senior Vice President, W2 Business Line Owner

Lpl Financial
Boston, Massachusetts
401(k)
Health Insurance
Icon: salary
$212.2k - $353.6k / year

AVP, RIA Strategy

Lpl Financial
Boston, Massachusetts
401(k)
Health Insurance
Icon: salary
$114.5k - $190.8k / year

AVP, Institution Business Line Strategy

Lpl Financial
Boston, Massachusetts
401(k)
Health Insurance
Icon: salary
$114.5k - $190.8k / year

Vice President, Investor Relations - Private Client Group (Southeast)

HarbourVest Partners
Boston, Massachusetts
New

Senior Financial Service Advisor

Running Point Capital Advisors
🌎 Remote
Remote
Hybrid

Financial Advisor & Broker Leadership Opportunity - Nationwide - eFinancialCareers

eFinancialCareers
Boston, MA

Financial Advisor

CarrThaxton Financial Group
Westford, MA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$75k / year

Private Client Financial Advisor

Citizens
Watertown, MA
New
Icon: salary
$105k - $250k / year

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Financial Advisor

Northwestern Mutual
Wellesley Hills, MA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

Modern Woodmen
North Andover, MA
New

Financial Advisor

Citizens
Boston, MA

Merrill Financial Solutions Advisor - Boston Financial Market

Bank of America
Cambridge, MA
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year

Merrill Experienced Financial Advisor

Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year

Financial Solutions Advisor Registration Candidate - Consumer Investments - Arlington Financial Center

Bank of America
Arlington, MA
Diversity Leader
Eco-Friendly

Financial Solutions Advisor - Consumer Investments - Boston Market

Bank of America
Boston, MA
Diversity Leader
Eco-Friendly

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education

Private Wealth Advisor - UHNW

Citizens
Boston, MA
New

Associate Wealth Advisor - Tax Experience Required

The Colony Group
Boston, MA
New
Icon: salary
$85k - $100k / year

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab
Boston, MA
New
Dental Insurance
Vision Insurance
Education
Parental Leave

Advanced Planning Consultant

Commonwealth Financial Network
🌎 Remote
New
Remote
Education
Icon: salary
$110k / year

Senior Financial Analyst

Symbotic
Cambridge, MA

Job Description

Working as a Financial Advisor in Cambridge, MA

There are 1,918 Financial Advisor opportunities available in Cambridge, MA all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Cambridge, MA

  • Boston, MA
  • Middlesex County, MA
  • Worcester, MA

Financial Advisors in Cambridge, MA Resume Data

Average Experience for Financial Advisors in Cambridge, MA

  • More than 10 years: 59%
  • 6-10 years: 24%
  • 3-5 years: 13%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Cambridge, MA

  • Bachelors: 54%
  • Masters: 30%
  • Diploma: 8%
  • Associates: 4%
  • Doctorate: 3%

Top Skill for Financial Advisors in Cambridge, MA

  • Sales skills: 19%
  • Customer focus & orientation: 17%
  • Attention to detail: 15%
  • Spreadsheets with Microsoft Excel: 12%
  • Management & leadership skills: Planning & execution: 7%
  • Work style: Reliability: 7%
  • Verbal communication: 6%
  • Principles of accounting: 5%
  • Management & leadership skills: Impact & influence: 5%
  • Scheduling: 5%

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