Personal Banker Jobs in Needham, MA
Financial Advisor - Milton, MA - Market 13, Region 196
- Edward Jones
- Milton, MA (8 miles from Needham, MA)
- 3 hours ago
- Milton, MA (8 miles from Needham, MA)
- 3 hours ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonPersonal Banker South Boston Branch
- Wells Fargo
- Boston, MA (10 miles from Needham, MA)
- 22 hours ago
- Boston, MA (10 miles from Needham, MA)
- 22 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
In PersonDirector of Client Relationship Manager Retail Alternative Investments
- SS&C Technologies
- Boston, MA (10 miles from Needham, MA)
- 1 day ago
- Boston, MA (10 miles from Needham, MA)
- 1 day ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial...
Hybrid- Edward Jones
- Milton, MA (8 miles from Needham, MA)
- 1 day ago
- Milton, MA (8 miles from Needham, MA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 24-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Moody Street Group
- Boston, MA (10 miles from Needham, MA)
- 2 days ago
- Boston, MA (10 miles from Needham, MA)
- 2 days ago
The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in...
In PersonLead / Associate Financial Advisor (Fee Only RIA - Remote)
- Impact Financial LLC
- Boston, MA (10 miles from Needham, MA)
- 3 days ago
- Boston, MA (10 miles from Needham, MA)
- 3 days ago
About Us Impact Financial is a growing, fee-only independent wealth management firm with significant opportunity for the right advisor. We are based out of Chicago and Boston but work virtually...
RemoteWealth Management Client Relationship Manager
- Nuveen Investments
- Waltham, MA (8 miles from Needham, MA)
- 4 days ago
- Waltham, MA (8 miles from Needham, MA)
- 4 days ago
Nuveen Investments Wealth Management Client Relationship Manager Waltham, MA Apply Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time...
In PersonRegistered Representative/ Financial Advisor
- New York Life/ NYLIFE Securities LLC
- Westborough, MA (18 miles from Needham, MA)
- 6 days ago
- Westborough, MA (18 miles from Needham, MA)
- 6 days ago
We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals....
In PersonClient Relationship Manager - Employee Benefits
- Hub International
- Wilmington, MA (20 miles from Needham, MA)
- 6 days ago
- Wilmington, MA (20 miles from Needham, MA)
- 6 days ago
Discover a Career That Empowers You Join HUB International! At HUB International, were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and...
HybridPrivate Client Banker - West Roxbury, MA
- JP Morgan
- West Roxbury, MA (4 miles from Needham, MA)
- 6 days ago
- West Roxbury, MA (4 miles from Needham, MA)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
In Person- Insight Global
- Shrewsbury, MA (23 miles from Needham, MA)
- 8 days ago
- Shrewsbury, MA (23 miles from Needham, MA)
- 8 days ago
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management...
In Person- Cognizant Technology Solutions
- Boston, MA (10 miles from Needham, MA)
- 8 days ago
- Boston, MA (10 miles from Needham, MA)
- 8 days ago
Client Relationship Manager Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact...
Hybrid- Edward Jones
- Westford, MA (23 miles from Needham, MA)
- 8 days ago
- Westford, MA (23 miles from Needham, MA)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 17-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Banker II - Hudson (74459)
- Main Street Bank
- Hudson, MA (16 miles from Needham, MA)
- 9 days ago
- Hudson, MA (16 miles from Needham, MA)
- 9 days ago
SKILLS REQUIRED: High School diploma or equivalent, banking courses and/or related work experience Experience in a financial institution - retail banking preferred Advanced product knowledge Proficient...
In Person- Boston University
- Boston, MA (10 miles from Needham, MA)
- 10 days ago
- Boston, MA (10 miles from Needham, MA)
- 10 days ago
Boston University Financial Advisor Boston, MA Apply Student Financial Services seeks a Financial Aid Advisor. This position will help Boston University Student Financial Services achieve Boston...
In PersonDemographic Data for Needham, MA
Moving to Needham, MA? Find some basic demographic data about Needham, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Needham, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Needham, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Private Banking
- Dodd-Frank
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Investment Management
- Lending
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Client Services
- Acquisitions
- Customer Satisfaction
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- High School Diploma
- Networking
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Interpersonal Skills
- Reporting
- Coaching
- Policy Development
- Flexibility
- Sales
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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