Financial Consultant Jobs in Somerville, MA (1,114)
Learning and Performance Consultant
MassMutual Careers
BOSTON, MA
New
Lead Counsel – Investment Advisor Practice Group
MassMutual Careers
BOSTON, MA
$250 / day
Chief Financial Officer CFO Advisor Boston
ExecHQ
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance
Financial Advisor
Moody Street Group
boston, MA
New
Chief Financial Officer
Monomoy Advisors
Newton, Massachusetts
Head of Private Wealth & Trust Investments, Investment Management
Massmutual
Boston, Massachusetts
New
$163.9k - $215k / year
Business Systems Analyst
NEPC
Boston, Massachusetts
Health Insurance
Senior Consultant, Business Tax Advisory | Real Estate Solutions | Multiple Locations
FTI Consulting
Boston, Massachusetts
Senior Vice President, W2 Business Line Owner
Lpl Financial
Boston, Massachusetts
401(k)
Health Insurance
$212.2k - $353.6k / year
Associate Regional Consultant - Broker Dealer, AVP
State Street in
Boston, MA
Complex Business Coordinator - Boston, MA
Raymond James Financial Services
Boston, MA
New
Principal/Utility Regulation and Finance (Energy practice)
Charles River Associates
🌎 Remote
New
Remote
$160k - $220k / year
Vice President, Technical / Clinical Regulatory Affairs SME - Oncology
PAREXEL
🌎 Remote
New
Remote
Health Insurance
Mid-Market Account Executive
FINTRX
Boston, MA
Entry-Level
401(k)
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
Financial Solutions Advisor Registration Candidate - Consumer Investments - Chestnut Hill Financial Center
Bank of America
Chestnut Hill, MA
Diversity Leader
Eco-Friendly
Financial Advisor
Citizens
Boston, MA
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Boston, MA
Diversity Leader
$85k - $193.4k / year
Merrill Financial Solutions Advisor - Boston Financial Market
Bank of America
Cambridge, MA
Diversity Leader
Eco-Friendly
$100k / year
Merrill Experienced Financial Advisor
Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Boston, MA
Diversity Leader
$119.5k - $272.1k / year
Private Client Financial Advisor
Citizens
Saugus, MA
$105k - $250k / year
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Boston, MA
Diversity Leader
$63.4k - $144.3k / year
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Boston, MA
Diversity Leader
$85k - $193.4k / year
Financial Solutions Advisor - Consumer Investments - Boston Market
Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Financial Services - Guidewire - Technical Consultant - Senior - Open
EY
Boston, MA
Hospitality
Dental Insurance
$101.5k - $186k / year
Client Portfolio & Research Analyst
MassMutual
Boston, MA
New
$124.8k - $163.8k / year
Job Description
Working as a Financial Consultant in Somerville, MA
There are 1,114 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. 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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