Financial Advisor Jobs in Somerville, MA (958)
Private Client Relationship Manager
Citizens
Hingham, MA
New
Chief Financial Officer CFO Advisor Boston
ExecHQ
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance
Student Financial Services Counselor
suffolk_university
Boston, Massachusetts
Part-Time
Health Insurance
Control and Assurance Program Manager, Vice President - State Street Global Advisors
State Street
Boston, Massachusetts
$100k - $167.5k / year
Director, Private Client Group
SCS Financial
Boston, Massachusetts
Managing Associate - Financial Advisor
The Bulfinch Group
Needham, MA
New
‌
Sr. Manager, Sr. Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Boston, MA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Administrative Assistant
Equitable Advisors
Wellesley, MA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Client Services Associate
Fanning Personnel
Boston, MA
New
Education
‌
Director, Tax, Trust and Estate Specialist
Charles Schwab
Boston, MA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
New
Remote
$50 / hour
‌
Financial Wealth Advisor
Fanning Personnel
Boston, MA
New
‌
Financial Advisor
Stonehearth Capital Management
Danvers, MA
New
401(k)
PTO
Vision Insurance
$10 / hour
‌
Financial Advisor
Equitable Advisors
Boston, MA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor
Masis Professional Group
Danvers, MA
New
‌
Financial Advisor
Modern Woodmen of America
North Andover, MA
New
‌
Financial Advisor Training Provided
Northwestern Mutual
Woburn, MA
New
‌
Consultative Financial Advisor Training Provided
Northwestern Mutual
Boston, MA
New
‌
Associate Financial Advisor - Boston area
Johnson Brunetti Retirement & Investment Specialists
Needham, MA
New
‌
Financial Planner
Bleakley Financial Group
Boston, MA
New
Health Insurance
‌
Wealth Advisor
Diversified Financial Management
Wellesley, MA
New
Health Insurance
Dental Insurance
‌
Certified Financial Planner
JCW
Boston, MA
New
‌
Financial Professional
Equitable Advisors
Boston, MA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Services Representative
The Moody Street Group
Boston, MA
New
Education
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor
Citizens
Boston, MA
‌
Merrill Financial Solutions Advisor - Boston Financial Market
Bank of America
Cambridge, MA
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Private Client Financial Advisor
Citizens
Saugus, MA
$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
Job Description
Working as a Financial Advisor in Somerville, MA
There are 958 Financial Advisor opportunities available in Somerville, 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 Somerville, MA
Financial Advisors in Somerville, MA Resume Data
Average Experience for Financial Advisors in Somerville, MA
- More than 10 years: 59%
- 6-10 years: 25%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Somerville, MA
- Bachelors: 54%
- Masters: 30%
- Diploma: 8%
- Associates: 5%
- Doctorate: 3%
Top Skill for Financial Advisors in Somerville, MA
- Customer focus & orientation: 18%
- Sales skills: 18%
- Attention to detail: 16%
- Spreadsheets with Microsoft Excel: 13%
- 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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