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Financial Advisor Jobs in Newton, MA (1,664)

Financial Advisor - Centralized, Peabody, MA

Santander Holdings USA
Peabody, MA
New

Financial Operations Job Training Program

Year Up United Careers
Newton, MA
New
Icon: salary
$525 / week

Financial Advisor

The Bray Group
Boston, Massachusetts

Merrill Experienced Financial Advisor

Bank of America
Boston, Massachusetts
Diversity Leader
Eco-Friendly

Merrill Financial Solutions Advisor - Boston Financial Market

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

Financial Advisor

Lifetime Recruiting Strategies
Boston, Massachusetts
‌

Financial Advisor - Hanscom Federal Credit Union

LPL Financial Services
Boston, Massachusetts
Icon: salary
$80k - $85k / year
‌

Wealth Advisor

Lake Street Advisors Group
Boston, Massachusetts
‌

Financial Advisor - Greater Boston South (Canton, Braintree, Dedham, Abington, Brockton)

Thrivent Financial
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance
‌

Associate Wealth Advisor

Lake Street Advisors Group
Boston, Massachusetts
‌

Wealth Strategies Advisor

Bank of America
Boston, Massachusetts
Diversity Leader
Eco-Friendly
‌

J.P. Morgan Wealth Management - Executive Director, Wealth Advisor

JPMorgan Chase
Boston, Massachusetts
Eco-Friendly
‌

Senior Associate Wealth Advisor

Lake Street Advisors Group
Boston, Massachusetts
Health Insurance
Dental Insurance
‌

Head of CRD Wealth / Advisor Platforms, SVP

State Street
Boston, Massachusetts
Icon: salary
$225k - $337.5k / year
‌

CERTIFIED FINANCIAL PLANNER™ Practitioner

PuroClean Certified Restoration Specialist of Auburn
Boston, Massachusetts
Dental Insurance
Vision Insurance
‌

Financial Planner - Full Time in Washington, DC

NAPFA Consumer Group
Boston, Massachusetts
PTO
Flexible Schedule
Icon: salary
$70 - $90 / hour
‌

Financial Aid Counselor

Northeastern University
Boston, Massachusetts
Part-Time
Dental Insurance
Vision Insurance
‌

Patient Financial Counselor

Brigham and Women’s Hospital
Boston, Massachusetts
Health Insurance
‌

Senior Financial Aid Advisor

Emory University
🌎 Remote
Remote
‌

Senior Wealth Advisor (Hybrid - Houston, TX)

Mercer Advisors
🌎 Remote
Remote
Hybrid
Hospitality
Vision Insurance
Parental Leave
‌

Sr. Manager, Sr. Wealth Advisor, Schwab Wealth Advisory

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

Santander Holdings USA Inc | Financial Advisor - Centralized, Peabody, MA | salem, ma

Santander Holdings USA
salem, MA
New
‌

Charles Schwab | Sr. Manager, Sr. Wealth Advisor, Schwab Wealth Advisory | boston, ma

Charles Schwab
boston, MA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Financial Consultant - Westwood, MA

Fidelity Investments
Westwood, MA
Education
‌

Financial Advisor

CarrThaxton Financial Group
Westford, MA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$65k - $75k / year
‌

Financial Services - Guidewire - Technical Consultant - Senior

EY
Boston, MA
New
Hospitality
Dental Insurance
Icon: salary
$101.5k - $186k / year
‌

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

CFA Institute
Boston, MA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Private Client Financial Advisor

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

Financial Advisor

Citizens
Boston, MA
‌

Associate Financial Advisor

Alera Group
NEEDHAM, MA
New
‌

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
‌

Financial Consultant - Westwood, MA

Fidelity TalentSource
Westwood, MA
Education
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Financial Operations Job Training Program

Year Up United Careers
Newton, MA
New
Icon: salary
$525 / week

Job Description

Working as a Financial Advisor in Newton, MA

There are 1,664 Financial Advisor opportunities available in Newton, 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 Newton, MA

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

Financial Advisors in Newton, MA Resume Data

Average Experience for Financial Advisors in Newton, MA

  • More than 10 years: 58%
  • 6-10 years: 25%
  • 3-5 years: 14%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Newton, MA

  • Bachelors: 54%
  • Masters: 30%
  • Diploma: 8%
  • Associates: 5%
  • Doctorate: 3%

Top Skill for Financial Advisors in Newton, MA

  • Sales skills: 18%
  • Customer focus & orientation: 17%
  • Attention to detail: 14%
  • Spreadsheets with Microsoft Excel: 13%
  • Work style: Reliability: 8%
  • Management & leadership skills: Planning & execution: 7%
  • Principles of accounting: 6%
  • Analyzing data: 6%
  • Management & leadership skills: Impact & influence: 6%
  • Verbal communication: 6%

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