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Associate Advisor Jobs in Boston, MA (NOW HIRING)

Micro Center

SERVICE EXPERIENCE ADVISOR

Cambridge, MA · On-site

$15/hr

It is Micro Center's core promise to take care of our associates and customers which has led to our success over the last 40+ years! The Service Experience Advisor is the customer's first point of ...

Micro Center

SERVICE EXPERIENCE ADVISOR

Cambridge, MA · On-site

$15/hr

It is Micro Center's core promise to take care of our associates and customers which has led to our success over the last 40+ years! The Service Experience Advisor is the customer's first point of ...

TIAA

Wealth Advisor

Waltham, MA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

K2 Partnering Solutions

Senior Talent Advisor

Boston, MA · On-site

$148K - $148K/yr

... associates not only help identify but also develop talent for the most in demand skills. Senior ... As a Senior Talent Advisor you will: * Source and place high-end technical professionals across ...

K2 Partnering Solutions

Senior Talent Advisor

Boston, MA

$148K - $148K/yr

... associates not only help identify but also develop talent for the most in demand skills. Senior ... As a Senior Talent Advisor you will: * Source and place high-end technical professionals across ...

Spavia Natick

Front Desk Advisor

Natick, MA · On-site

$18/hr

Front Desk Associate/Receptionist Spavia Natick is seeking a positive, friendly, Front Desk ... Guest Advisors portray a polished and professional demeanor at all times. Guest Advisors are ...

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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 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 August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $58,602 per year, or $28.2 per hour.

Portfolio Management Associate

Morgan Stanley

Boston, MA • On-site, Remote

Full-time

Re-posted 4 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

Job Description

POSITION SUMMARY:

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

DUTIES and RESPONSIBILITIES:

Portfolio Management & Business Development:

Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor

Critically examines current holdings to evaluate if portfolio action is warranted

Proactively evaluates and upgrades platforms for the Portfolio Management Group

Implements decisions by using PM trading platforms or other Firm's online technologies to input trades

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software

Leads research meetings

Identifies swap opportunities

Conducts credit research and develops valuation models

Client Support:

Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients

Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group

Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor

Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

10+ years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Additional product licenses may be required

Strong compliance record

Knowledge/Skills

Enjoys working with people and solving problems

Effective written and verbal communication skills

Proficient in applicable software applications

Strong understanding of applicable compliance rules, regulations and firm policies

Knowledge of financial industry and investment products preferred

Successful completion of the Portfolio Management Coursework or holds the CFA designation

Detail-oriented with superior organizational skills and ability to prioritize tasks

Able to work independently and effectively on a team

Ability and interest in working in a fast-paced, evolving environment

Reports to:

Market Business Service Officer and/or Business Service Officer


Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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