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Financial Advisor Jobs in Braintree, MA (1,709)

Remote Financial Planner - AI Trainer

Data Annotation
🌎 Remote
Part-Time
Remote
Hourly
Icon: salary
$40 / hour

VP, Financial Consultant - Cambridge, MA

Charles Schwab
Cambridge, MA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Private Client Financial Advisor

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

Managing Director, Business Development Officer (Northern CA, WA & OR)

Virtus Investment Partners
Boston, Massachusetts
New
Dental Insurance
Vision Insurance
Education
Icon: salary
$100k - $150k / year

Financial Consultant

Empower
Quincy, MA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year

FSI/Principal – Wealth Management - Business Consulting

Infosys
Boston, MA
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$102.9k - $139.6k / year

Wealth Management Associate/Analyst

Morgan Stanley
Boston, MA
Icon: salary
$50k - $115k / year

Trust Advisor - Boston, MA - 26113

Daley And Associates
Boston, MA
Icon: salary
$130k - $160k / year

Wealth Management Associate - MA, Boston (4054)

Equitable
Boston, MA
Entry-Level
Dental Insurance
Vision Insurance

Field Engagement Specialist– Lending and Banking Services

MassMutual
Boston, MA
Icon: salary
$107.7k - $141.3k / year

Vice President, Advanced Tax Strategy & Innovation

LPL Financial
Boston, MA
New
401(k)
Health Insurance
Icon: salary
$153.1k - $255.1k / year

Manager, Advisory Leadership Team

Focus Financial Partners
Boston, MA
Hospitality
Icon: salary
$125k - $145k / year

SVP, Associate General Counsel – Securities Lending and Institution Support

LPL Financial
Boston, MA
401(k)
Health Insurance
Icon: salary
$207.1k - $345.1k / year

VPII, Data and AI Transformation Sr. Lead

LPL Financial
Boston, MA
401(k)
Health Insurance
Icon: salary
$157.4k - $262.3k / year

Channel Marketing Consultant (456420)

IDR
Boston, MA
Dental Insurance
Vision Insurance

Principal Consultant - Commercial Lending (Financial Services)

Infosys Limited
Bridgewater, MA
Health Insurance
Dental Insurance
Vision Insurance

Portfolio Specialist

UBS
Boston, MA

Head of Capital Markets

Paradigm
Boston, MA
New

Business Development Associate

Sentry Hill Financial Advisors, Northwestern Mutual
Boston, MA
Entry-Level
Health Insurance

Wealth Management Associate/Analyst: Bilingual Spanish/English

Morgan Stanley
Boston, MA
Icon: salary
$50k - $115k / year

Strategic Project Consultant

MassMutual
Boston, MA
Icon: salary
$102.5k - $134.5k / year

Associate Analyst, Retirement

cerulli associates
Boston, MA
Icon: salary
$60k - $70k / year

PWM Wealth Management Associate

Morgan Stanley
Boston, MA
New

Relationship Manager IV - Capital Partners

Brown Brothers Harriman
Boston, MA

Associate Regional Consultant – Broker Dealer, AVP - State Street Investment Management

State Street
Boston, MA
Icon: salary
$80k - $132.5k / year

Regional Director, Independent Advisors (Remote/In-Territory Eligible) - PAC NW

Dimensional Fund Advisors
🌎 Remote
New
Remote
Icon: salary
$155k - $185k / year

Investment Consultant

USI Insurance Services
Needham Heights, MA
Dental Insurance
Vision Insurance
Icon: salary
$85k - $115k / year

VP/Director of Insurance Planning

AllianceBernstein
Boston, MA
Health Insurance
Icon: salary
$200k - $225k / year

Remote Senior Wealth Advisor – RIA Firm

Gables Search Group
🌎 Remote
Remote
PTO
Icon: salary
$150k - $1000k / year

Financial Consultant (Remote Eligible)

RemoteWorker US
🌎 Remote
Remote
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year

Jr. Marketing Associate (Entry Level)

Simplicity Group Holdings
Boston, MA
New
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$55k - $60k / month

Job Description

Working as a Financial Advisor in Braintree, MA

There are 1,709 Financial Advisor opportunities available in Braintree, 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 Braintree, MA

Financial Advisors in Braintree, MA Resume Data

Average Experience for Financial Advisors in Braintree, MA

  • More than 10 years: 59%
  • 6-10 years: 23%
  • 3-5 years: 14%
  • Less than 1 year: 2%
  • 1-2 years: 2%

Educational Background for Financial Advisors in Braintree, MA

  • Bachelors: 56%
  • Masters: 29%
  • Diploma: 8%
  • Associates: 5%
  • Doctorate: 3%

Top Skill for Financial Advisors in Braintree, MA

  • Sales skills: 20%
  • Customer focus & orientation: 15%
  • Attention to detail: 13%
  • Spreadsheets with Microsoft Excel: 13%
  • Management & leadership skills: Planning & execution: 8%
  • Work style: Reliability: 8%
  • Verbal communication: 7%
  • Inside sales: 6%
  • Management & leadership skills: Impact & influence: 6%
  • Scheduling: 6%

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