Personal Financial Advisor Jobs in Natick, 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.
Financial Planning Consultant - Smithfield, RI
- Fidelity Investments
- North Smithfield, RI (23 miles from Natick, MA)
- 19 hours ago
- North Smithfield, RI (23 miles from Natick, MA)
- 19 hours ago
The Expertise Were Looking For FINRA Series 7 required FINRA Series 63 and 65 or Series 66 licensed Insurance license within 90 days of hire Certified Financial Planner (CFP) preferred Minimum of 5...
In Person- Citizens
- Boston, MA (15 miles from Natick, MA)
- 4 days ago
- Boston, MA (15 miles from Natick, MA)
- 4 days ago
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 (8 miles from Natick, MA)
- 6 days ago
- Waltham, MA (8 miles from Natick, MA)
- 6 days ago
Your Future Team Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992....
Hybrid- Accenture
- Boston, MA (15 miles from Natick, MA)
- 7 days ago
- Boston, MA (15 miles from Natick, MA)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Hanscom Federal Credit Union
- Boston, MA (15 miles from Natick, MA)
- 12 days ago
- Boston, MA (15 miles from Natick, MA)
- 12 days ago
Financial 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 (18 miles from Natick, MA)
- 14 days ago
- East Boston, MA (18 miles from Natick, MA)
- 14 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Beacon Pointe Advisors LLC.
- Boston, MA (15 miles from Natick, MA)
- 27 days ago
- Boston, MA (15 miles from Natick, MA)
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In Person- World Insurance Associates
- Westborough, MA (13 miles from Natick, MA)
- 30+ days ago
- Westborough, MA (13 miles from Natick, MA)
- 30+ days ago
SKILLS & SPECIFICATIONS Strong interest in financial planning, investments, and wealth management as a long-term career path....
In Person- Corient Services LLC
- Boston, MA (15 miles from Natick, MA)
- 45+ days ago
- Boston, MA (15 miles from Natick, MA)
- 45+ days ago
Advanced 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 PersonWealth Advisor - AAF Wealth Management (Hybrid Role)
- AAFCPAs
- Westborough, MA (13 miles from Natick, MA)
- 45+ days ago
- Westborough, MA (13 miles from Natick, MA)
- 45+ days ago
management or financial planning Strong expertise in comprehensive financial planning (investments, retirement, estate concepts) Interest in or experience with tax planning strategies (EA a plus) Proven...
HybridVirtual Wealth Advisor - Boston, MA
- Citizens Bank
- Westwood, MA (9 miles from Natick, MA)
- 60+ days ago
- Westwood, MA (9 miles from Natick, 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 (21 miles from Natick, MA)
- 60+ days ago
- Weymouth, MA (21 miles from Natick, MA)
- 60+ days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Cerity Partners
- Boston, MA (15 miles from Natick, MA)
- 90+ days ago
- Boston, MA (15 miles from Natick, MA)
- 90+ days ago
Primary 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 (9 miles from Natick, MA)
- 90+ days ago
- Newton, MA (9 miles from Natick, MA)
- 90+ days ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
In PersonWealth Advisor - UMassFive College FCU
- LPL Financial Services
- Worcester, MA (23 miles from Natick, MA)
- 90+ days ago
- Worcester, MA (23 miles from Natick, MA)
- 90+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonDemographic Data for Natick, MA
Moving to Natick, MA? Find some basic demographic data about Natick, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Natick, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Natick, 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
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »