Personal Financial Advisor Jobs in Massachusetts
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
- 6 days ago
- Waltham, MA
- 6 days ago
Your Future Team Argent Wealth Management has been a trusted investment management and financial advisory services practice since 1992....
HybridFinancial 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
- 13 days ago
- East Boston, MA
- 13 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonPrimary 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 Person- World Insurance Associates
- Westborough, MA
- 30+ days ago
- Westborough, MA
- 30+ days ago
SKILLS & SPECIFICATIONS Strong interest in financial planning, investments, and wealth management as a long-term career path....
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 PersonWealth Advisor - AAF Wealth Management (Hybrid Role)
- AAFCPAs
- Westborough, MA
- 45+ days ago
- Westborough, 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
- 60+ days ago
- Westwood, 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 - Danvers/Gloucester, MA
- Citizens Financial Group, Inc.
- Gloucester, MA
- 60+ days ago
- Gloucester, 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 Financial Group, Inc.
- Weymouth, MA
- 60+ days ago
- Weymouth, 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
- 60+ days ago
- Danvers, 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
- 60+ days ago
- Hingham, 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 PersonDemographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Massachusetts
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Massachusetts 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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