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Financial Advisor Jobs in Newton, MA (989)

Estate Financial Advisor

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

Financial Advisor – Estate Planning

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

Chief Financial Officer CFO Advisor Boston

ExecHQ
Boston, MA
Health Insurance
Dental Insurance
Vision Insurance

Principal, Investor Relations - US Private Client Group (Midwest)

HarbourVest Partners
Boston, MA
New

Chief Financial Officer

Monomoy Advisors
Newton, MA

Head of Private Wealth & Trust Investments, Investment Management

MassMutual
Boston, MA
Icon: salary
$163.9k - $215k / year

Senior Financial Analyst

Symbotic
Newton, MA

Lead Counsel – Investment Advisor Practice Group

MassMutual Careers
BOSTON, MA
Icon: salary
$250 / day

Financial Advisor

Moody Street Group
boston, MA

Senior Vice President, W2 Business Line Owner

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

Senior Technology Product Manager

UpToDate
Boston, Massachusetts
New
Icon: salary
$134.2k - $223.7k / year

Sr. Social Media Content Creator

Lpl Financial
Boston, Massachusetts
401(k)
Health Insurance
Icon: salary
$76.1k - $126.8k / year

Read More

Oppenheimer & Co
Boston, Massachusetts
Icon: salary
$30 / hour

Client Associate, Private Wealth

Fanning Personnel
boston, MA
New
Icon: salary
$80k / year

Application Manager - State Street Global Advisors

State Street
Boston, Massachusetts
Icon: salary
$120k - $202.5k / year

Associate Client Relations Representative - Parametric

Morgan Stanley
Boston, Massachusetts
Hourly
Hospitality

Sr. Oracle - Java Developer, VP - State Street Global Advisors

caia.org - Jobboard
Boston, Massachusetts
Icon: salary
$110k - $185k / year

Sr. Oracle - Java Developer, VP - State Street Global Advisors

Boston, Massachusetts
Icon: salary
$110k - $185k / year

Private Client Relationship Manager

Citizens
Stow, MA
New
Health Insurance

Relationship Manager

Bank of America
Newton, MA
Diversity Leader
Eco-Friendly

Client Portfolio & Research Analyst

MassMutual Careers
Boston, 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
Wellesley Hills, MA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year

Private Client Financial Advisor

Citizens
Saugus, MA
Icon: salary
$105k - $250k / 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 Counselor

Brockton Hospital
Brockton, MA
PTO
Dental Insurance
Vision Insurance
Education

FINANCIAL AID COUNSELOR, Enrollment, Financial Assistance

Boston University
Boston, MA
Dental Insurance

Tax Senior - Investment Management - Private Wealth (East Coast)

Deloitte
Boston, MA
Diversity Leader
Icon: salary
$63.4k - $144.3k / year

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Boston, MA
Diversity Leader
Icon: salary
$85k - $193.4k / year

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Boston, MA
Diversity Leader
Icon: salary
$119.5k - $272.1k / year

Financial Advisor III - Supply Chain

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

Financial Services - Guidewire - Technical Consultant - Senior - Open

EY
Boston, MA
New
Hospitality
Dental Insurance
Icon: salary
$101.5k - $186k / year

Senior Financial Analyst

Symbotic
Newton, MA

Job Description

Working as a Financial Advisor in Newton, MA

There are 989 Financial Advisor opportunities available in Newton, 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 Newton, MA

  • Boston, MA
  • Salem, MA
  • Worcester, MA

Financial Advisors in Newton, MA Resume Data

Average Experience for Financial Advisors in Newton, MA

  • More than 10 years: 58%
  • 6-10 years: 25%
  • 3-5 years: 14%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Newton, MA

  • Bachelors: 54%
  • Masters: 30%
  • Diploma: 8%
  • Associates: 5%
  • Doctorate: 3%

Top Skill for Financial Advisors in Newton, MA

  • Sales skills: 18%
  • Customer focus & orientation: 17%
  • Attention to detail: 14%
  • Spreadsheets with Microsoft Excel: 13%
  • Work style: Reliability: 8%
  • Management & leadership skills: Planning & execution: 7%
  • Principles of accounting: 6%
  • Analyzing data: 6%
  • Management & leadership skills: Impact & influence: 6%
  • Verbal communication: 6%

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