Personal Financial Advisor Jobs in Amesbury, MA

1-3 of 3 Jobs

Associate Wealth Advisor

  • Focus Financial Partners
  • North Andover, MA (14 miles from Amesbury, MA)
  • 6 days ago
  • North Andover, MA (14 miles from Amesbury, MA)
  • 6 days ago

#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....

Remote

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northeast region

  • Empower
  • Andover, MA (17 miles from Amesbury, MA)
  • 17 days ago
  • Andover, MA (17 miles from Amesbury, MA)
  • 17 days ago

FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...

Hybrid

Wealth Management Advisor

  • TIAA
  • Andover, MA (17 miles from Amesbury, MA)
  • 30+ days ago
  • Andover, MA (17 miles from Amesbury, MA)
  • 30+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

In Person

Demographic Data for Amesbury, MA

Moving to Amesbury, MA? Find some basic demographic data about Amesbury, MA below.


Local
National
17,366
450
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Salary for Personal Financial Advisor Jobs in Amesbury, MA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Amesbury, MA offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Amesbury, MA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%