Personal Financial Advisor Jobs in Burlington, MA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Waltham, MA (8 miles from Burlington, MA)
- 5 days ago
- Waltham, MA (8 miles from Burlington, MA)
- 5 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Associate/Vice President Retirement Specialist
- Boston, MA (12 miles from Burlington, MA)
- 6 days ago
- Boston, MA (12 miles from Burlington, MA)
- 6 days ago
Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships....
Major Market Retirement Specialist
- Boston, MA (12 miles from Burlington, MA)
- 20 days ago
- Boston, MA (12 miles from Burlington, MA)
- 20 days ago
ADP is hiring a Major Market Sales Representative for Retirement Services. Are you ready to control your financial future with unlimited upside earnings potential? Are you looking for continuous...
Regional Consultant, Wealth Management - New England
- Boston, MA (12 miles from Burlington, MA)
- 27 days ago
- Boston, MA (12 miles from Burlington, MA)
- 27 days ago
To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...
Regional Consultant, Wealth Management - North East/Mid-Atlantic
- Boston, MA (12 miles from Burlington, MA)
- 29 days ago
- Boston, MA (12 miles from Burlington, MA)
- 29 days ago
To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing...
- Boston, MA (12 miles from Burlington, MA)
- 30+ days ago
- Boston, MA (12 miles from Burlington, MA)
- 30+ days ago
Responsibilities Coordinate and drive the delivery of Corient's broad investment, planning and wealth management services and resources to benefit our clients....
Senior Wealth Strategy Associate
- Wellesley, MA (14 miles from Burlington, MA)
- 30+ days ago
- Wellesley, MA (14 miles from Burlington, MA)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
FSI/Senior Consultant - Wealth Management - Business Consulting
- Boston, MA (12 miles from Burlington, MA)
- 45+ days ago
- Boston, MA (12 miles from Burlington, MA)
- 45+ days ago
engagements in Wealth Management....
Demographic Data for Burlington, MA
Moving to Burlington, MA? Find some basic demographic data about Burlington, MA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Burlington, MA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Burlington, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Business Strategy
- Asset Management
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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