Financial Advisor Jobs in Barnstable, MA (18)
Merrill Financial Solutions Advisor - Boston Financial Market - Hyannis MA or Hingham, MA office
Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St - Falmouth, MA
Licensed Mental Health Counselor (LMHC) - Barnstable, MA (REMOTE)
Licensed Marriage and Family Therapist (LMFT) - Barnstable, MA (REMOTE)
Licensed Clinical Social Worker (LCSW) - Barnstable, MA (REMOTE)
Relationship Banker, Hyannis, MA
Relationship Banker, Hyannis, MA
Front Desk Representative
Assistant Store Manager
Domestic Violence Advocate
Consumer & Business Banking Senior Relationship Banker, Falmouth, MA
Xfinity Retail Sales Consultant
Relationship Banker, Martha's Vineyard, Edgartown, MA
Small Business Banker - Plymouth, MA Area
Licensed Optical Manager
Licensed Optician - Manager
Store Manager - Optical Dept
Financial Advisor III - Supply Chain
Remote Certified Financial Planner
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Seasonal: Overnight Inbound
Job Description
Working as a Financial Advisor in Barnstable, MA
There are 18 Financial Advisor opportunities available in Barnstable, 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 Barnstable, MA
Financial Advisors in Barnstable, MA Resume Data
Average Experience for Financial Advisors in Barnstable, MA
- More than 10 years: 70%
- 6-10 years: 22%
- 3-5 years: 9%
Educational Background for Financial Advisors in Barnstable, MA
- Bachelors: 55%
- Masters: 27%
- Associates: 9%
- Diploma: 9%
Top Skill for Financial Advisors in Barnstable, MA
- Electronic health records: Best practices: 50%
- Patient-focused care: 50%
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