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Financial Advisor Jobs in Barnstable, MA (7)

Per Diem / PRN Nurse RN - Case Management - $35 per hour

Mass General Brigham
East Sandwich, MA
New
Hourly
Icon: salary
$35 / hour

Financial Advisor

Masis Professional Group
Plymouth, MA
New

Senior Vice President and Chief Financial Officer

Cape Cod Healthcare
Hyannis, MA
New

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour

Financial Advisor

State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌

Seasonal: Overnight Inbound

Target
Wareham, MA
Part-Time
Hourly
Hospitality
Eco-Friendly
Flexible Schedule
Icon: salary
$18 / hour
‌

Merrill Financial Solutions Advisor - Boston Financial Market - Hyannis MA or Hingham, MA office

Bank of America
Hyannis, MA
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St - Falmouth, MA

Bank of America
Falmouth, MA
Diversity Leader
Eco-Friendly
‌

Small Business Banker - Plymouth, MA Area

Bank of America
Plymouth, MA
Diversity Leader
Eco-Friendly

Job Description

Working as a Financial Advisor in Barnstable, MA

There are 7 Financial Advisor opportunities available in Barnstable, MA all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Barnstable, MA

  • Nantucket, MA
  • Oak Bluffs, MA
  • Plymouth, MA

Financial Advisors in Barnstable, MA Resume Data

Average Experience for Financial Advisors in Barnstable, MA

  • More than 10 years: 70%
  • 6-10 years: 22%
  • 3-5 years: 9%

Educational Background for Financial Advisors in Barnstable, MA

  • Bachelors: 55%
  • Masters: 27%
  • Associates: 9%
  • Diploma: 9%

Top Skill for Financial Advisors in Barnstable, MA

  • Electronic health records: Best practices: 50%
  • Patient-focused care: 50%

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