Personal Financial Advisor Jobs in Longmeadow, MA

1-4 of 4 Jobs

FS Asset Wealth Management Consultant - Sr. Manager

  • PwC
  • Hartford, CT (19 miles from Longmeadow, MA)
  • 1 day ago
  • Hartford, CT (19 miles from Longmeadow, MA)
  • 1 day ago

Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...

In Person

Wealth Advisor - NBT Bank

  • LPL Financial Holdings, Inc.
  • Hartford, CT (19 miles from Longmeadow, MA)
  • 6 days ago
  • Hartford, CT (19 miles from Longmeadow, MA)
  • 6 days ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in West...

In Person

AVP, Wealth Advisor

  • National Financial Partners Corp.
  • West Hartford, CT (22 miles from Longmeadow, MA)
  • 60+ days ago
  • West Hartford, CT (22 miles from Longmeadow, MA)
  • 60+ days ago

REQUIREMENTS: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

In Person

Senior Wealth Advisor

  • M&T Bank
  • West Hartford, CT (22 miles from Longmeadow, MA)
  • 90+ days ago
  • West Hartford, CT (22 miles from Longmeadow, MA)
  • 90+ days ago

planning process....

In Person

Demographic Data for Longmeadow, MA

Moving to Longmeadow, MA? Find some basic demographic data about Longmeadow, MA below.


Local
National
16,165
281
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Salary for Personal Financial Advisor Jobs in Longmeadow, MA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Longmeadow, MA offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Longmeadow, MA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills