Personal Financial Advisor Jobs in Longmeadow, MA

1-5 of 5 Jobs

LPL Financial
East Windsor, CT (10 miles from Longmeadow, MA)
19 days ago

East Windsor, CT (10 miles from Longmeadow, MA)
19 days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

In Person

Wealth Advisor, Officer

PeoplesBank
West Hartford, CT (22 miles from Longmeadow, MA)
27 days ago

West Hartford, CT (22 miles from Longmeadow, MA)
27 days ago

Execute the purchase and sale of equity and debt securities, mutual funds, and authorized insurance products on behalf of clients....

In Person

Wealth Strategy Associate

UBS
Hartford, CT (19 miles from Longmeadow, MA)
30+ days ago

Hartford, CT (19 miles from Longmeadow, MA)
30+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

In Person

Wealth Advisor - UMassFive College FCU

LPL Financial
Hadley, MA (21 miles from Longmeadow, MA)
30+ days ago

Hadley, MA (21 miles from Longmeadow, MA)
30+ days ago

In Person

Virtual Wealth Advisor - West Hartford, CT

Citizens Bank
West Hartford, CT (22 miles from Longmeadow, MA)
30+ days ago

West Hartford, CT (22 miles from Longmeadow, MA)
30+ days ago

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....

Hybrid

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Demographic Data for Longmeadow, MA

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

Median Age

Average Household Income

Home Value vs Household Income in Longmeadow, MA

Local

National

Total Population

16,165

Number of Businesses

281

City Size

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,...

Financial Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

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

52.8%

Master's Degree

31.4%

High School or GED

4.4%

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%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills