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Associate Advisor Jobs in Massachusetts (NOW HIRING)

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Associate Advisor information

See Massachusetts salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate advisor in Massachusetts is $28.32, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $32.55 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Massachusetts? The most popular types of Advisor jobs in Massachusetts are:
What are popular job titles related to Associate Advisor jobs in Massachusetts? For Associate Advisor jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Massachusetts look for? The top searched job categories for Associate Advisor jobs in Massachusetts are:
What cities in Massachusetts are hiring for Associate Advisor jobs? Cities in Massachusetts with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $58,911 per year, or $28.3 per hour.

Associate, Financial Advisor, Boston, MA

Santander

Boston, MA • On-site

Full-time

Re-posted 8 days ago

Job description

Associate, Financial Advisor, Boston, MA
Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives.
Key Responsibilities
  • Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
  • Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
  • Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
  • Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
  • Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
  • Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
  • Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
  • Develop and execute business development activities aligned with management objectives and client acquisition strategies.
  • Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
  • Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
  • Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
  • Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
  • 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • 1+ Years: Experience providing investment guidance and advice to clients - Required.
  • Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
  • Knowledge of financial analysis and risk evaluation.
  • Motivating, developing, and directing people as they work, identifying the best people for the job.
  • Strong relationship management and negotiation skills.
  • Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Attention to detail, being careful about detail and thorough in completing work tasks.
  • Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
  • Demonstrated proficiency with Microsoft Office applications.

Certifications:
  • NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
  • Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:
  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD
Maximum:
$105,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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