Financial Consultant Jobs in Somerville, MA (2,292)
Audit Consultant, Insurance and Financial Services (IFS)
MassMutual
BOSTON, MA
New
Investment Vendor Oversight Consultant
MassMutual
Boston, MA
New
Vision Insurance
Investment Manager Oversight Consultant
MassMutual
Boston, MA
New
Vision Insurance
Cash & Securities Management Consultant, Investment Operations
MassMutual
Boston, MA
New
Investment Coordination Consultant
MassMutual
Boston, MA
New
Investment Consultant
MassMutual Careers
BOSTON, MA
New
‌
Investment Vendor Oversight Consultant
MassMutual Careers
BOSTON, MA
New
Vision Insurance
‌
Investment Manager Oversight Consultant
MassMutual Careers
BOSTON, MA
New
Vision Insurance
‌
Financial Consultant (Remote Eligible)
Empower
🌎 Remote
New
Remote
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$52k - $64k / year
‌
Financial Services Consultant
Smartsheet
Boston, Massachusetts
New
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
$92.5k - $137.5k / year
‌
Lead Financial Systems (Anaplan) Consultant
UKG
Lowell, Massachusetts
Education
$99.8k - $143.5k / year
‌
Capstone Financial Advisory Services Consultant - Analyst or Associate
Huntington Bancshares
🌎 Remote
Remote
Diversity Leader
‌
Audit Consultant, Insurance and Financial Services (IFS)
CFA Institute
Boston, Massachusetts
$113.1k - $148.4k / year
‌
Technology Consulting - Non-Financial Risk - Senior Consultant - Archer
Iris Software
Boston, Massachusetts
Dental Insurance
‌
Technology Consulting - Non-Financial Risk - Senior Consultant - Archer
EY
Boston, Massachusetts
Dental Insurance
‌
Technology Consulting - Non-Financial Risk - Senior Consultant - ServiceNow/Archer
Ernst & Young Advisory Services Sdn Bhd
Boston, Massachusetts
Dental Insurance
‌
Wealth Consultant
First Citizens Bank
Boston, Massachusetts
‌
Investment Consultant
Massmutual
Boston, Massachusetts
$86.2k - $113.1k / year
‌
Senior Investment Consultant (New England Region)
Ignites
Boston, Massachusetts
‌
Sr. Investment Consultant (New England Region)
Thornburg Investment Management
Boston, Massachusetts
‌
VP Investment Consultant RIA
Calamos Investments
Boston, Massachusetts
$750 / week
‌
Corporate Actions Consultant, Investment Operations
Massmutual
Boston, Massachusetts
New
‌
Investment Sales Consultant
Agf
Boston, Massachusetts
‌
Remote Financial Services Consultant
Primerica
🌎 Remote
New
Remote
‌
Remote Financial Educator & Sales Consultant
GFI Global Financial Impact
🌎 Remote
New
Remote
‌
AVP, Financial Consultant
Hanscom Federal Credit Union
Littleton, MA
New
Diversity Leader
Dental Insurance
Vision Insurance
‌
VP - Financial Consultant - Burlington, MA
Charles Schwab
Burlington, MA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Oracle Cloud Financial Consultant
Accenture
Boston, MA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Boston, MA
Diversity Leader
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Boston, MA
Diversity Leader
$88.6k - $170.9k / year
‌
Investment Consultant- Boston, MA
Charles Schwab
Boston, MA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Investment Consultant - Burlington, MA
Charles Schwab
Burlington, MA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Job Description
Working as a Financial Consultant in Somerville, MA
There are 2,292 Financial Consultant opportunities available in Somerville, MA all with unique requirements.
A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients. Â This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.
Financial Consultant jobs near Somerville, MA
Financial Consultants in Somerville, MA Resume Data
Average Experience for Financial Consultants in Somerville, MA
- More than 10 years: 70%
- 6-10 years: 19%
- 3-5 years: 9%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Consultants in Somerville, MA
- Bachelors: 46%
- Masters: 39%
- Diploma: 6%
- Doctorate: 5%
- Associates: 4%
Top Skill for Financial Consultants in Somerville, MA
- Customer focus & orientation: 18%
- Attention to detail: 14%
- Sales skills: 12%
- Spreadsheets with Microsoft Excel: 11%
- Verbal communication: 9%
- Management & leadership skills: Impact & influence: 8%
- Written communication: 7%
- Analyzing data: 7%
- Work style: Reliability: 7%
- Supervisory skills: Motivating & assessing employees: 7%
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