ZipRecruiter

Log In

1

Associate Advisor Jobs in Boston, MA (NOW HIRING)

previous pagenext page

Showing results 21-40

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 Aug 6, 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 $32.40 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 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 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $58,602 per year, or $28.2 per hour.

Senior Associate Wealth Advisor -1424

ECG Resources

Boston, MA • On-site

Other

Re-posted 12 days ago

Job description

SENIOR ASSOCIATE WEALTH ADVISOR

Position Summary

This firm is seeking a Senior Associate Wealth Advisor to join our team! The Senior 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 aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Our firm provides team members the flexibility to work a hybrid schedule. Our hybrid model requires 3 days in the office per week, while giving team members the option to work remotely 2 days per week or as assigned by their team leader.

Key Responsibilities

• Create, edit, and present financial plans through planning software

• Lead the development of financial planning recommendations to clients

• Identify advanced planning opportunities and develop internal best practices

• Ability to model and resolve complex financial questions and client situations

• Serve as primary advisor for a select number of clients

• Manage individual and team prospect pipeline, including the onboarding of new clients

• Ability to develop business independently and, in a team environment

• Develops a mastery of the firm's investment philosophy

• Mastery of technology stack offered, including CRM system and custodian websites

• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed

• Ability to independently lead daily client communications and interactions

• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting,etc.

• Diligent recording of client communication and information within client relationship platform

• Resource and collaboration with other Associate Wealth Advisors (AWAs)

• Complete client billing reviews and ensure compliance for the advisory team

• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities

• Independently interact and communicate with clients through emails, calls, and client presentations

• The ability to meet with clients in person. Some travel may be required

Qualifications and Experience

• Bachelor’s Degree

• 5+ years of financial service experience

• CFP or equivalent (ChFC or CPA + PFS) required

• Proven experience in financial analysis, modeling, and strategic planning

• Strong understanding of investment strategies, risk management, tax planning, andestate planning

• Excellent analytical skills and attention to detail

• Strong interpersonal skills: with the ability to explain complex financial concepts toclients

• Team-orientated approach

• Knowledge ofthe  financial industry, financial products, and financial planning concepts

• Experience in managing prospect pipelines and onboarding new clients

• Business development skillset

• Clean U4

Apply