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Financial Advisor Jobs in Cambridge, MA (679)

Private Client Relationship Manager

Citizens
Jamaica Plain, MA
New

Private Client Financial Advisor

Citizens
Watertown, MA
Icon: salary
$105k - $250k / year

CRLS Club Advisor: Origami

Cambridge Public Schools
Cambridge, MA
Icon: salary
$1,000 / week

Financial Advisor

Procyon Partners
Boston, MA
New

Financial Advisor

Equitable Advisors
Boston, MA
Entry-Level
Dental Insurance
Vision Insurance

Financial Advisor

Advisor Employee Services
Hingham, MA
New
PTO
Health Insurance
Icon: salary
$65k - $70k / year
‌

Financial Advisor (Training Provided)

Northwestern Mutual
Woburn, MA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Associate Financial Advisor - Boston area

Johnson Brunetti
Needham, MA
‌

Financial Planner

Bleakley Financial Group
Burlington, MA
New
Health Insurance
‌

Private Wealth Advisor

Baystate Financial
🌎 Remote
New
Remote
Hybrid
‌

Associate Wealth Advisor

New England Private Wealth Advisors
Wellesley, MA
New
‌

Financial Professional

Equitable Advisors
Boston, MA
New
Entry-Level
Dental Insurance
Vision Insurance
‌

Financial Services Representative

The Moody Street Group
Boston, MA
New
Education
‌

Financial Advisor

Magnolia Wealth Strategies, a MassMutual firm
🌎 Remote
Remote
Hybrid
‌

Financial Advisor

CarrThaxton Financial Group
Westford, MA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$75k / year
‌

Financial Advisor

Zero Day Capital Enterprises
🌎 Remote
Remote
‌

Private Client Financial Advisor - Boston, MA

Citizens Bank
Boston, MA
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Consultative Financial Advisor **Training Provided**

Northwestern Mutual
Boston, MA
Health Insurance
Vision Insurance
Icon: salary
$97k / year
‌

Artemis Advisors - Investment Advisor Position

DEL REY INVESTMENT
Boston, MA
‌

Portfolio Advisor- Alternatives Wealth Sales

Wellington Management
Boston, MA
Health Insurance
Dental Insurance
Vision Insurance
‌

Lead Counsel - Investment Advisor Practice Group

MassMutual
Boston, MA
Icon: salary
$25 / hour
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Financial Advisor

Citizens
Boston, MA
‌

Merrill Financial Solutions Advisor - Boston Financial Market

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

Merrill Experienced Financial Advisor

Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Financial Advisor

Moody Street Group
Boston, MA
Education
‌

Financial Solutions Advisor Registration Candidate - Consumer Investments - Arlington Financial Center

Bank of America
Arlington, MA
Diversity Leader
Eco-Friendly
‌

Financial Solutions Advisor - Consumer Investments - Boston Market

Bank of America
Boston, MA
Diversity Leader
Eco-Friendly
‌

Private Wealth Advisor - UHNW

Citizens
Boston, MA
‌

Associate Wealth Advisor

The Colony Group
Andover, MA
Icon: salary
$80k - $90k / year
‌

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab
Boston, MA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Company Financial Planner

Rue Gilt Groupe
Boston, MA
New
Icon: salary
$70k - $85k / year
‌

Advanced Planning Consultant

Commonwealth Financial Network
🌎 Remote
Remote
Education
Icon: salary
$110k / year
‌

Financial Counselor

Brockton Hospital
Brockton, MA
PTO
Dental Insurance
Vision Insurance
Education
‌

CRLS Club Advisor: Origami

Cambridge Public Schools
Cambridge, MA
Icon: salary
$1,000 / week

Job Description

Working as a Financial Advisor in Cambridge, MA

There are 679 Financial Advisor opportunities available in Cambridge, 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 Cambridge, MA

  • Boston, MA
  • Worcester, MA
  • Salem, MA

Financial Advisors in Cambridge, MA Resume Data

Average Experience for Financial Advisors in Cambridge, MA

  • More than 10 years: 59%
  • 6-10 years: 24%
  • 3-5 years: 13%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Cambridge, MA

  • Bachelors: 54%
  • Masters: 30%
  • Diploma: 8%
  • Associates: 4%
  • Doctorate: 3%

Top Skill for Financial Advisors in Cambridge, MA

  • Sales skills: 19%
  • Customer focus & orientation: 17%
  • Attention to detail: 15%
  • Spreadsheets with Microsoft Excel: 12%
  • Management & leadership skills: Planning & execution: 7%
  • Work style: Reliability: 7%
  • Verbal communication: 6%
  • Principles of accounting: 5%
  • Management & leadership skills: Impact & influence: 5%
  • Scheduling: 5%

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