Financial Representative Jobs in Somerville, MA (2,438)
Private Client Financial Advisor - Watertown, MA
Citizens
Watertown, MA
Dental Insurance
Vision Insurance
$105k - $250k / year
Financial Advisor - Career Change Opportunity
Edward Jones
Arlington, MA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab
Boston, Massachusetts
Portfolio Advisor- Alternatives Wealth Sales
Wellington Management
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance
Audit Consultant, Insurance and Financial Services (IFS)
Massmutual
Boston, Massachusetts
Head of Practice Strategy, VP II - State Street Global Advisors
State Street
Boston, Massachusetts
$115k - $190k / year
‌
Wealth Consultant
First Citizens
Boston, Massachusetts
‌
Financial Consultant (Remote Eligible)
RemoteWorker US
🌎 Remote
New
Remote
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$52k - $64k / year
‌
Merrill Market Supervision Manager
Bank of America
Boston, Massachusetts
Diversity Leader
Eco-Friendly
‌
Associate Client Relations Representative - Parametric
Morgan Stanley
Boston, Massachusetts
Hourly
Hospitality
‌
Financial Crime Technology Senior Consultant
Crowe
Boston, Massachusetts
$84.7k - $168.9k / year
‌
Advisory Solution Consultant, Financial Services
ServiceNow
Boston, Massachusetts
Diversity Leader
$242k / year
‌
Financial Planning & Analysis Consultant - Worksite
Massmutual
Boston, Massachusetts
$128k - $168k / year
‌
Relationship Manager IV - Capital Partners
Brown Brothers Harriman
Boston, Massachusetts
‌
Associate/Vice President - Retirement Sales Specialist
ENGINEERINGUK
🌎 Remote
Remote
Education
$105k / year
‌
Financial Crime Technology Implementation Senior Consultant
Crowe
Boston, Massachusetts
$84.7k - $168.9k / year
‌
Principal Consultant - Commercial Lending (Financial Services)
Infosys Limited
Boston, Massachusetts
Health Insurance
Dental Insurance
Vision Insurance
‌
Financial Crime Testing & Audit Senior Consultant
Crowe
Boston, Massachusetts
$74.1k - $147.8k / year
‌
Financial Crime AML Audit Senior Consultant
Crowe
Boston, Massachusetts
$74.1k - $147.8k / year
‌
Financial Crime Independent Testing Senior Consultant
Crowe
Boston, Massachusetts
$74.1k - $147.8k / year
‌
Senior Director Product Management, Financial Services (Asset and Wealth Management)
Publicis Sapient
Boston, Massachusetts
Education
Parental Leave
$210k - $285k / year
‌
Trust Counsel
Fiduciary Trust
Boston, Massachusetts
‌
Senior Product Manager (Fintech)
Great Gray Group
Boston, Massachusetts
401(k)
Dental Insurance
Vision Insurance
$20 / hour
‌
Tax Director | High Net Worth
CBIZ
Boston, Massachusetts
Health Insurance
Dental Insurance
$160k - $300k / year
‌
Vice President and LatAm Regional Manager, Accion Advisory
Accion
Cambridge, Massachusetts
‌
Senior Product Manager (fintech)
Great Gray Trust
Boston, Massachusetts
401(k)
Health Insurance
Vision Insurance
$135k - $160k / year
‌
Tax Senior Manager | High Net Worth
CBIZ
Boston, Massachusetts
Health Insurance
Dental Insurance
$140k - $210k / year
‌
Tax Manager | High Net Worth
CBIZ
Boston, Massachusetts
Health Insurance
Dental Insurance
$120k - $160k / year
‌
Senior Director Product Management, Financial Services (Asset and Wealth Management)
Publicis Groupe
Boston, Massachusetts
Education
Parental Leave
$210k - $285k / year
‌
Virtual Financial Advisor
Citizens
BOSTON, MA
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Financial Services Representative
New York Life Insurance
🌎 Remote
New
Remote
Hybrid
‌
Customer Service Representative-Financial Services
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
401(k)
Dental Insurance
Vision Insurance
$19 / hour
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$80k / year
Job Description
Working as a Financial Representative in Somerville, MA
There are 2,438 Financial Representative opportunities available in Somerville, MA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Somerville, MA
Financial Representatives in Somerville, MA Resume Data
Average Experience for Financial Representatives in Somerville, MA
- More than 10 years: 56%
- 6-10 years: 29%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Somerville, MA
- Bachelors: 42%
- Diploma: 26%
- Masters: 17%
- Associates: 14%
- Doctorate: 2%
Top Skill for Financial Representatives in Somerville, MA
- Customer focus & orientation: 23%
- Attention to detail: 13%
- Work style: Reliability: 12%
- Customer service: 11%
- Sales skills: 10%
- Administrative assistant/receptionist: 8%
- Verbal communication: 7%
- Scheduling: 6%
- Call center customer service: 5%
- Spreadsheets with Microsoft Excel: 4%
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