Personal Financial Advisor Jobs in Boston, MA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonAssociate Wealth Advisor - Argent Wealth Management
- Hightower
- Waltham, MA (10 miles from Boston, MA)
- 6 days ago
- Waltham, MA (10 miles from Boston, MA)
- 6 days ago
Your Future Team Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992....
HybridJob Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonFinancial Planning: Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations....
In Person- Citizens Financial Group, Inc.
- East Boston, MA (2 miles from Boston, MA)
- 14 days ago
- East Boston, MA (2 miles from Boston, MA)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonSenior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonAdvanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations Assist...
In PersonVirtual Wealth Advisor - Boston, MA
- Citizens Bank
- Westwood, MA (11 miles from Boston, MA)
- 60+ days ago
- Westwood, MA (11 miles from Boston, MA)
- 60+ days ago
The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
HybridWealth Advisor - Hingham/Weymouth, MA
- Citizens Financial Group, Inc.
- Weymouth, MA (11 miles from Boston, MA)
- 60+ days ago
- Weymouth, MA (11 miles from Boston, MA)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Danvers/Gloucester, MA
- Citizens Bank
- Danvers, MA (16 miles from Boston, MA)
- 60+ days ago
- Danvers, MA (16 miles from Boston, MA)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Hingham/Weymouth, MA
- Citizens Bank
- Hingham, MA (15 miles from Boston, MA)
- 60+ days ago
- Hingham, MA (15 miles from Boston, MA)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonPrimary Responsibilities Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention. Develop and communicate customized investment strategies...
In Person- Adviser Investments, LLC.
- Newton, MA (6 miles from Boston, MA)
- 90+ days ago
- Newton, MA (6 miles from Boston, MA)
- 90+ days ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
In Person#LI-CH1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
In PersonAccess best-in-class tools for financial planning, CRM, compliance, and portfolio management all in one seamless platform....
HybridDemographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Boston, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Boston, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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