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Associate Advisor Jobs in Boston, MA (NOW HIRING)

Brighton Jones

Advisor - Boston

Boston, MA · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Boston

Boston, MA

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Boston

Boston, MA · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

Focus Partners Wealth

Associate Wealth Advisor

Hingham, MA · On-site

$70K - $80K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

Focus Partners Wealth

Associate Wealth Advisor

Boston, MA · On-site

$60K - $125K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

Focus Partners Wealth

Associate Wealth Advisor

Needham, MA · On-site

$60K - $125K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Boston, MA

Associate Advisor information

See Boston, MA salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for associate advisor in Boston, MA is $28.17, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $32.36 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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, and why are they important?

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 Boston, MA? The most popular types of Advisor jobs in Boston, MA are:
What are popular job titles related to Associate Advisor jobs in Boston, MA? For Associate Advisor jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Boston, MA look for? The top searched job categories for Associate Advisor jobs in Boston, MA are:
What cities near Boston, MA are hiring for Associate Advisor jobs? Cities near Boston, MA with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Boston, MA as of July 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $58,595 per year, or $28.2 per hour.
Associate Advisor, Commercial Risk - Middle Market

Associate Advisor, Commercial Risk - Middle Market

Baldwin

Kingston, MA

Full-time

Re-posted 9 days ago

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary: The Associate Advisor will work to gain knowledge of commercial lines insurance to successfully gain technical and sales knowledge. As an Associate Advisor you will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. Learn the firm's insurance and commercial risk management value proposition to support the clients' needs and passions.

Principal Responsibilities:

  • Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients

  • Identify and generate new sales opportunities through analysis and discovery

  • Participate in sales meetings to review sales activities and prospective customers with leadership

  • Develop a full working knowledge of commercial Lines/private risk and/or employee benefits products and procedures

  • Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding

  • Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.

Education, Experience, Skills/Abilities - Requirements:

  • Obtain and maintain a state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)

  • Excellent communication and presentation skills

  • Strong ability to persuade, motivate and influence others

  • Basic knowledge of Microsoft Word and Excel

  • Ability to learn appropriate insurance company and firm software systems

  • Demonstrates core values, exuding behavior that is aligned with the firm's culture

  • Special Working Conditions: Fast-paced, multi-tasking environment

IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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