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.
- Dedham, MA (9 miles from Boston, MA)
- 11 days ago
- Dedham, MA (9 miles from Boston, MA)
- 11 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Wealth Management Advisor (Andover, MA)
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
We are looking for a Wealth Strategy Associate to join our Private Wealth Management (PWM) Team in Boston, MA....
Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions....
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Newton, MA (6 miles from Boston, MA)
- 28 days ago
- Newton, MA (6 miles from Boston, MA)
- 28 days ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
- Wellesley, MA (11 miles from Boston, MA)
- 30+ days ago
- Wellesley, MA (11 miles from Boston, MA)
- 30+ days ago
Knowledge of ancillary wealth management solutions, such as insurance and tax strategies. Experience with Money Guide, Holistiplan, and Black Diamond desired....
FSI/Senior Consultant - Wealth Management - Business Consulting
- Boston, MA
- 30+ days ago
- Boston, MA
- 30+ days ago
engagements in Wealth Management....
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
- Boston, MA
- 30+ days ago
- Boston, MA
- 30+ days ago
plans and portfolios for clients....
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
- Waltham, MA (10 miles from Boston, MA)
- 90+ days ago
- Waltham, MA (10 miles from Boston, MA)
- 90+ days ago
financial planning software, CRM and portfolio management systems....
Asset & Wealth Management, Private Wealth Advisor, Associate/Vice President, Boston
- Boston, MA
- 90+ days ago
- Boston, MA
- 90+ days ago
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net...
Demographic 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
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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