Personal Financial Advisor Jobs in Lowell, 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.
- Newton, MA (21 miles from Lowell, MA)
- 2 hours ago
- Newton, MA (21 miles from Lowell, MA)
- 2 hours ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
Strategy Consultant - Wealth Management
- Boston, MA (23 miles from Lowell, MA)
- 1 day ago
- Boston, MA (23 miles from Lowell, MA)
- 1 day ago
services industry Interest in a career within the Wealth Management industry Ability to work autonomously, using direction and judgment to deliver responsibilities Strong organizational skills with...
Director, Wealth Advisor Solutions
- Merrimack, NH (17 miles from Lowell, MA)
- 8 days ago
- Merrimack, NH (17 miles from Lowell, MA)
- 8 days ago
The Team We have a steadfast dedication to meet the needs of Fidelity's wealth management clients....
Director, Wealth Advisor Solutions
- Boston, MA (23 miles from Lowell, MA)
- 9 days ago
- Boston, MA (23 miles from Lowell, MA)
- 9 days ago
The Team We have a steadfast dedication to meet the needs of Fidelitys wealth management clients. Our core mission is to extend the available choices of financial planning and investment services....
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- Wellesley, MA (23 miles from Lowell, MA)
- 9 days ago
- Wellesley, MA (23 miles from Lowell, MA)
- 9 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 (23 miles from Lowell, MA)
- 12 days ago
- Boston, MA (23 miles from Lowell, MA)
- 12 days ago
engagements in Wealth Management....
- Manchester, NH (24 miles from Lowell, MA)
- 14 days ago
- Manchester, NH (24 miles from Lowell, MA)
- 14 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
- Boston, MA (23 miles from Lowell, MA)
- 14 days ago
- Boston, MA (23 miles from Lowell, MA)
- 14 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Boston, MA (23 miles from Lowell, MA)
- 14 days ago
- Boston, MA (23 miles from Lowell, MA)
- 14 days ago
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...
Senior Wealth Strategy Associate
- Wellesley, MA (23 miles from Lowell, MA)
- 45+ days ago
- Wellesley, MA (23 miles from Lowell, MA)
- 45+ days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Senior Associate Wealth Advisor
- Waltham, MA (17 miles from Lowell, MA)
- 60+ days ago
- Waltham, MA (17 miles from Lowell, MA)
- 60+ days ago
financial planning software, CRM and portfolio management systems....
- Waltham, MA (17 miles from Lowell, MA)
- 90+ days ago
- Waltham, MA (17 miles from Lowell, MA)
- 90+ 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...
Asset & Wealth Management, Private Wealth Advisor, Associate/Vice President, Boston
- Boston, MA (23 miles from Lowell, MA)
- 60+ days ago
- Boston, MA (23 miles from Lowell, MA)
- 60+ 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 Lowell, MA
Moving to Lowell, MA? Find some basic demographic data about Lowell, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lowell, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lowell, 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
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Tax Planning
- Customer Retention
- Asset Management
- Due Diligence
- Client Services
- Finance
- Reimbursement
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Reporting
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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