Financial Advisor Jobs in Ludlow, MA (6)
Head of Corporate Finance/IM/ERM Portfolio
Associate Strategy Consulting Practice
Solar Sales Consultant
Insurance Vice President [31222]
Solar Sales Consultant
Solar Sales Consultant
Managing Partner with Sports Background
Operations Associate - Client Service
Account Executive - Financial Sales Consultant
Job Description
Working as a Financial Advisor in Ludlow, MA
There are 6 Financial Advisor opportunities available in Ludlow, 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 Ludlow, MA
Financial Advisors in Ludlow, MA Resume Data
Average Experience for Financial Advisors in Ludlow, MA
- More than 10 years: 59%
- 6-10 years: 25%
- 3-5 years: 11%
- 1-2 years: 4%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Ludlow, MA
- Bachelors: 51%
- Associates: 18%
- Diploma: 17%
- Masters: 12%
- Doctorate: 2%
Top Skill for Financial Advisors in Ludlow, MA
- Sales skills: 19%
- Customer focus & orientation: 17%
- Attention to detail: 14%
- Customer service: 11%
- Bookkeeping: 8%
- Home health aide skills: 8%
- Principles of accounting: 6%
- Administrative assistant/receptionist: 6%
- Data entry: Accuracy: 6%
- Delivery driver: 6%
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