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Financial Advisor Jobs in Somerville, MA (1,027)

Registered Branch Associate

Edward Jones
Needham, MA
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$30.80 / hour

Financial Advisor - Career Change Opportunity

Edward Jones
Arlington, MA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$38.5k - $100k / year

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
Icon: salary
$100k - $167.5k / year

Director, Private Client Group

SCS Financial
Boston, Massachusetts
‌

Managing Associate - Financial Advisor

The Bulfinch Group
Needham, MA
New
‌

Administrative Assistant

Equitable Advisors
Wellesley, MA
New
Entry-Level
Dental Insurance
Vision Insurance
‌

Client Services Associate

Fanning Personnel
Boston, MA
New
Education
‌

Financial Advisor Assistant

Connect Search
🌎 Remote
Remote
Icon: salary
$50 / hour
‌

Financial Wealth Advisor

Fanning Personnel
Boston, MA
‌

Financial Advisor

Stonehearth Capital Management
Danvers, MA
401(k)
PTO
Vision Insurance
Icon: salary
$10 / hour
‌

Financial Advisor

Equitable Advisors
Boston, MA
Entry-Level
Dental Insurance
Vision Insurance
‌

Financial Advisor

Masis Professional Group
Danvers, MA
New
‌

Financial Advisor

Modern Woodmen Of America
North Andover, MA
‌

Financial Advisor **Training Provided**

Northwestern Mutual
Woburn, MA
‌

Consultative Financial Advisor **Training Provided**

Northwestern Mutual
Boston, MA
‌

Associate Financial Advisor - Boston area

Johnson Brunetti Retirement & Investment Specialists
Needham Heights, MA
‌

Financial Planner

Bleakley Financial Group
Boston, MA
Health Insurance
‌

Wealth Advisor

Diversified Financial Management
Wellesley, MA
New
Health Insurance
Dental Insurance
‌

Certified Financial Planner

JCW
Boston, MA
‌

Financial Professional

Equitable Advisors
Boston, MA
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
Icon: salary
$60 / hour
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Advisor

Citizens
Boston, MA
‌

Merrill Financial Solutions Advisor - Boston Financial Market

Bank of America
Cambridge, MA
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Private Client Financial Advisor

Citizens
Saugus, MA
Icon: salary
$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
‌

FINANCIAL AID COUNSELOR, Enrollment, Financial Assistance

Boston University
Boston, MA
Dental Insurance

Job Description

Working as a Financial Advisor in Somerville, MA

There are 1,027 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

  • Boston, MA
  • Burlington, MA
  • Cambridge, 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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