Personal Financial Advisor Jobs in Somerville, MA
- JPMorgan Chase
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA JPMorgan Chase 3.3 ( ) Boston, MA Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In Person- Focus Financial Partners
- North Andover, MA (20 miles from Somerville, MA)
- 3 days ago
- North Andover, MA (20 miles from Somerville, MA)
- 3 days ago
#LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
RemoteSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
plans and portfolios for clients....
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
- Boston, MA (2 miles from Somerville, MA)
- 3 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonWealth Advisor Administrator - Boston, MA - 131 Clarendon St
- Berkshire Bank
- Boston, MA (2 miles from Somerville, MA)
- 4 days ago
- Boston, MA (2 miles from Somerville, MA)
- 4 days ago
Location: Boston, MA - 131 Clarendon St Principal Objective Performs a variety of administrative, sales and marketing support activities related to the investment and wealth management business at Clarendon...
In PersonLead P&C Financial Planning Advisor (Hybrid) Lead P&C Financial Planning Advisor (Hybrid)
- American Family Insurance
- Boston, MA (2 miles from Somerville, MA)
- 6 days ago
- Boston, MA (2 miles from Somerville, MA)
- 6 days ago
Specialized Knowledge & Skills Requirements Financial planning experience within a Property & Casualty Insurance company strongly preferred....
HybridJ.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
- JP Morgan
- Boston, MA (2 miles from Somerville, MA)
- 6 days ago
- Boston, MA (2 miles from Somerville, MA)
- 6 days ago
When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors. Offering a wide range of career...
In PersonLead P&C Financial Planning Advisor (Hybrid)
- American Family Insurance
- Boston, MA (2 miles from Somerville, MA)
- 8 days ago
- Boston, MA (2 miles from Somerville, MA)
- 8 days ago
You will report to the Director, Corporate Financial Planning & Analysis....
Hybrid- Voya Financial
- Boston, MA (2 miles from Somerville, MA)
- 9 days ago
- Boston, MA (2 miles from Somerville, MA)
- 9 days ago
Access best-in-class tools for financial planning, CRM, compliance, and portfolio management all in one seamless platform....
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northeast region
- Empower
- Andover, MA (18 miles from Somerville, MA)
- 14 days ago
- Andover, MA (18 miles from Somerville, MA)
- 14 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- EPC Eneric Petroleum Corp.
- Boxborough, MA (22 miles from Somerville, MA)
- 18 days ago
- Boxborough, MA (22 miles from Somerville, MA)
- 18 days ago
financial professional with a strong background in investment management and holistic financial planning....
In PersonSenior Wealth Management Advisor
- Goodwin Recruiting
- Boston, MA (2 miles from Somerville, MA)
- 20 days ago
- Boston, MA (2 miles from Somerville, MA)
- 20 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
In Person- TIAA
- Andover, MA (18 miles from Somerville, MA)
- 30+ days ago
- Andover, MA (18 miles from Somerville, 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 PersonHead of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
- State Street
- Burlington, MA (10 miles from Somerville, MA)
- 30+ days ago
- Burlington, MA (10 miles from Somerville, MA)
- 30+ days ago
management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...
In PersonCompliance Consultant - Wealth Management
- VOYA Financial Inc.
- Boston, MA (2 miles from Somerville, MA)
- 30+ days ago
- Boston, MA (2 miles from Somerville, MA)
- 30+ days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
In Person Part TimeDemographic Data for Somerville, MA
Moving to Somerville, MA? Find some basic demographic data about Somerville, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Somerville, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Somerville, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Modeling
- Financial Planning
- Risk Analysis
- Asset Management
- Financial Services
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills