Financial Representative Jobs in Somerville, MA (1,576)
Maintenance Coordinator
Penske Truck Leasing
LAWRENCE, MA
Wealth Management Associate (Training Provided)
Northwestern Mutual
Belmont, MA
Portfolio Advisor- Alternatives Wealth Sales
Wellington Management Company, LLP
Boston, Massachusetts
New
Health Insurance
Dental Insurance
Vision Insurance
Entry Level Financial Representative - Insurance Sales
Bankers Life
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
‌
Financial Advisor
Citizens
Boston, MA
‌
Merrill Financial Solutions Advisor (Partially Licensed) – Suburban Boston & Rhode Island Market
Bank of America
Newton, MA
Diversity Leader
Eco-Friendly
$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
‌
Oracle Cloud Financial Consultant
Accenture
Boston, MA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Financial Solutions Advisor - Consumer Investments - Boston Market
Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
‌
VP - Financial Consultant - Burlington, MA
Charles Schwab
Burlington, MA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Vice President, Asset Allocation Investor Profiling
Fidelity Investments
Boston, MA
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
403(b)
PTO
Dental Insurance
Vision Insurance
‌
Client Financial Services Representative
Burrell Behavioral Health
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Financial Services Representative
The Moody Street Group, LLC
Boston, Massachusetts
Education
‌
Financial Representative
The Western and Southern Life Insurance Company
Cambridge, Massachusetts
Dental Insurance
‌
Associate Financial Representative
Modern Woodmen of America
Boston, Massachusetts
‌
Entry-level Financial Representative
Rise North Capital
Braintree, Massachusetts
Part-Time
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$60k - $250k / year
‌
Financial Advisor
South Shore Retirement Services
Boston, Massachusetts
401(k)
Health Insurance
Dental Insurance
$90 - $110 / hour
‌
Financial Advisor
The Moody Street Group
Boston, MA
Education
$40k / year
‌
Financial Advisor
Equitable Advisors
Boston, Massachusetts
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Advisor **Training Provided**
Northwestern Mutual
Boston, Massachusetts
‌
Wealth Advisor
Corient
Boston, Massachusetts
Vision Insurance
Parental Leave
$10 / hour
‌
Financial Advisor
Prudential Financial
Wakefield, Massachusetts
Eco-Friendly
Dental Insurance
Vision Insurance
‌
Associate Financial Advisor - Boston area
Johnson Brunetti Retirement & Investment Specialists
Boston, Massachusetts
‌
Consulting Analyst, The Wealth Office
Fiducient Advisors
Boston, Massachusetts
401(k)
PTO
‌
Financial Planning Specialist
Lead Advisor
Waltham, Massachusetts
‌
SVP, Group Manager- Relationship Management
Fidelity Investments
Boston, MA
Health Insurance
$75 - $100 / hour
‌
Private Equity Associate
H&P Executive Search
Boston, Massachusetts
‌
Financial Professional
Equitable Advisors
Boston, Massachusetts
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Services Representative
Randstad Enterprise
🌎 Remote
Remote
Job Description
Working as a Financial Representative in Somerville, MA
There are 1,576 Financial Representative opportunities available in Somerville, MA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Somerville, MA
Financial Representatives in Somerville, MA Resume Data
Average Experience for Financial Representatives in Somerville, MA
- More than 10 years: 56%
- 6-10 years: 29%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Somerville, MA
- Bachelors: 42%
- Diploma: 26%
- Masters: 17%
- Associates: 14%
- Doctorate: 2%
Top Skill for Financial Representatives in Somerville, MA
- Customer focus & orientation: 23%
- Attention to detail: 13%
- Work style: Reliability: 12%
- Customer service: 11%
- Sales skills: 10%
- Administrative assistant/receptionist: 8%
- Verbal communication: 7%
- Scheduling: 6%
- Call center customer service: 5%
- Spreadsheets with Microsoft Excel: 4%
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