Financial Consultant Salaries in Needham, MA

A bachelor’s degree and strong technical expertise in retirement plan design/administration including strong 403(b), 401(k), and pension knowledge.

$89,500 - $166,900 a year

The Financial Advisor will be an experienced and passionate Certified Financial Planner who will join our holistic advisory team responsible for growing their…

Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

$80,000 - $90,000 a year

15 hours ago

2 years of professional experience in a similar or related field required. Build your own book of business helping clients achieve their financial goals.

$80,000 - $100,000 a year

Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner.

$140,000 - $160,000 a year

In doing so, the Bernstein Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.

$175,000 - $200,000 a year

10 days ago