Personal Financial Advisor Jobs in Salem, 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.
Associate Wealth Advisor, Schwab Wealth Advisory
- Boston, MA (13 miles from Salem, MA)
- 2 days ago
- Boston, MA (13 miles from Salem, MA)
- 2 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
Senior Wealth Management Advisor
- Boston, MA (13 miles from Salem, MA)
- 5 days ago
- Boston, MA (13 miles from Salem, MA)
- 5 days ago
100% payout Sign-on Bonus Qualifications: Expertise in wealth management, investment management, and financial planning. Demonstrated ability to generate revenue...
Wealth Management Advisor (Waltham, MA)
- Waltham, MA (19 miles from Salem, MA)
- 9 days ago
- Waltham, MA (19 miles from Salem, MA)
- 9 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...
Financial Planning Consultant, Wealth Management
- Boston, MA (13 miles from Salem, MA)
- 12 days ago
- Boston, MA (13 miles from Salem, MA)
- 12 days ago
Access best-in-class tools for financial planning, CRM, compliance, and portfolio management all in one seamless platform....
Portfolio Manager & Wealth Advisor
- Wellesley, MA (23 miles from Salem, MA)
- 16 days ago
- Wellesley, MA (23 miles from Salem, MA)
- 16 days ago
What You Bring 15+ years of experience in portfolio management, financial planning, and client advisory roles. Deep understanding of capital markets, asset allocation, and investment selection....
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding Considerable knowledge of the securities industry, including U.S....
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
We are looking for a Wealth Strategy Associate to join our Private Wealth Management (PWM) Team in Boston, MA....
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Senior Wealth Strategy Associate
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
- Boston, MA (13 miles from Salem, MA)
- 45+ days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Newton, MA (17 miles from Salem, MA)
- 60+ days ago
- Newton, MA (17 miles from Salem, MA)
- 60+ days ago
Minimum of ten years of client-facing tax, wealth management or financial planning experience....
FSI/Senior Consultant - Wealth Management - Business Consulting
- Boston, MA (13 miles from Salem, MA)
- 60+ days ago
- Boston, MA (13 miles from Salem, MA)
- 60+ days ago
engagements in Wealth Management....
Demographic Data for Salem, MA
Moving to Salem, MA? Find some basic demographic data about Salem, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Salem, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Salem, 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
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Accounting
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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