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Financial Advisor Jobs in Somerville, MA (5,991)

Financial Advisor (2 Openings)

Jobot
Boston, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$100k - $140k / year

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data Annotation
🌎 Remote
Part-Time
Remote
Hourly
Icon: salary
$50 - $60 / hour

Senior Branch Wealth Advisor - Personal Financial Planner

Empower
Boston, MA

Wealth Advisor: Strategic Financial Planning

TD Bank
Andover, MA

Merrill Experienced Financial Advisor

Arizona Staffing
Wellesley, MA
New

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments Careers
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Financial Solutions Advisor - Investment Planner

Bank of America
Watertown, MA
New
Diversity Leader
Eco-Friendly
‌

Wealth & Financial Planning Advisor

Bank of America
Cambridge, MA
Diversity Leader
Eco-Friendly
‌

Financial Advisor

Northwestern Mutual Life Insurance
Woburn, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual
Wellesley, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor | Wealth Management

WealthMax Financial Group
Foxborough, MA
New
Icon: salary
$80k - $120k / year
‌

Financial Advisor

Unavailable
Andover, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

National Financial Advisor Consultant

Columbia Threadneedle Investments
Boston, MA
New
Hourly
Icon: salary
$24.04 / hour
‌

Financial Advisor

Advisor Group
Boston, MA
New
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$100k - $108k / year
‌

Financial Advisor

Morganoff Consulting
Boston, MA
New
‌

Investment & Financial Planning Advisor

Bank of America
Acton, MA
New
Diversity Leader
Eco-Friendly
‌

Financial Advisor

Manulife Insurance Malaysia
Boston, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$59k / year
‌

Entrepreneurial Financial Planner & Advisor

Northwestern Mutual Life Insurance
Braintree, MA
Icon: salary
$61k - $250k / year
‌

Financial Advisor

Vaco Recruiter Services
Boston, MA
New
Dental Insurance
Vision Insurance
‌

Financial Advisor

First Command
Burlington, MA
New
Hourly
‌

Financial Advisor

Vaco
Boston, MA
New
Dental Insurance
Vision Insurance
‌

Financial Advisor

TEEMA Solutions Group
Needham Heights, MA
New
Health Insurance
Dental Insurance
Education
‌

Merrill Experienced Financial Advisor

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

Financial Advisor

The Misch Group
Newton, MA
New
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Financial Advisor

Thrivent Financial
Boston, MA
‌

Hybrid Financial Advisor for Wealth Planning

Advisor Group
Boston, MA
New
Hybrid
401(k)
Health Insurance
Icon: salary
$100k - $108k / year
‌

Financial Solutions Advisor: Build Client Wealth & Plans

Bank of America
Somerville, MA
New
Diversity Leader
Eco-Friendly
‌

Financial Advisor - Lexington, Massachusetts

TD Bank N.A
Lexington, MA
Icon: salary
$72.3k - $108.2k / year
‌

Financial Advisor

Threadneedle group
Middleton, MA
Part-Time
Health Insurance
Icon: salary
$48k - $60k / year
‌

Financial Advisor

Ameriprise Financial Services
Middleton, MA
New
Health Insurance
Icon: salary
$48k - $60k / year
‌

Financial Advisor

Johnson Brunetti
Needham Heights, MA
‌

Financial Advisor - Wealth Planning & Client Growth

TD Bank Group (TD)
Lexington, MA
New
Icon: salary
$72.3k - $108.2k / year

Job Description

Working as a Financial Advisor in Somerville, MA

There are 5,991 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
  • Cambridge, MA
  • Newton, 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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