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Associate Advisor Jobs in Needham, MA (NOW HIRING)

TalentLink Solutions

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Associate Advisor - Wealth Management

Marlborough, MA · On-site

$70K - $85K/yr

JOB SUMMARY As an Associate Advisor, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and ...

Posted today

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 · 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 · 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

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 ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Needham, MA

Associate Advisor information

See Needham, MA salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate advisor in Needham, MA is $28.25, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $32.45 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 popular job titles related to Associate Advisor jobs in Needham, MA? For Associate Advisor jobs in Needham, MA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Needham, MA look for? The top searched job categories for Associate Advisor jobs in Needham, MA are:
What cities near Needham, MA are hiring for Associate Advisor jobs? Cities near Needham, MA with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Needham, MA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $58,762 per year, or $28.3 per hour.

Associate Advisor - Wealth Management

TalentLink Solutions

Marlborough, MA • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 23 hours ago

Posted today

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Job description

Some people see numbers. You see the story behind them. Others might call you analytical. We might call you "right for this role!"

If you enjoy solving financial puzzles, creating meaningful plans, and helping clients make informed decisions, you'll fit right in. This role combines analytical thinking, attention to detail, and a passion for turning complex financial information into clear, actionable recommendations.

We are an established full-service financial planning and wealth management firm. Our Mission is to help our clients and their families find balance in their financial lives, aligning their money with what they value most, through developing comprehensive financial plans.

JOB SUMMARY

As an Associate Advisor, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support the delivery of personalized planning recommendations to clients. You'll leverage financial planning and investment management software to research planning strategies, prepare meeting materials, and take ownership of follow through on action items while continuing to build your knowledge of wealth management fundamentals.

A working knowledge of portfolio allocation, investment management, and general financial planning is expected, while experience with insurance products and annuities is a plus. This role also includes supporting routine projects between client meetings to help ensure an exceptional client experience. For the right candidate, there is an opportunity to transition to a hybrid schedule upon completion of the training period.

DUTIES & RESPONSIBILITIES:

  • Assist advisors in preparing for client meetings including communication and follow-up of resulting action items
  • Prepare and analyze information and develop reports in preparation for presentation to clients by employing extensive computer skills
  • Input data to produce accurate financial plans and investment reports
  • Assist in rebalancing portfolios in accordance with client objectives (if securities licensed)
  • Research potential solutions for financial planning gaps, for presentation to the financial advisor
  • Partner with advisors and team members to deliver an exceptional client experience through proactive communication, organization, and follow-through
  • Trouble-shoot problems, organize meetings, serve as liaison between advisor and client or between advisor and the team as needed
  • Maintain accurate records while adhering to regulatory, compliance, and firm standards
  • Complete additional projects and responsibilities as assigned

QUALIFICATIONS & SKILLS:

  • 3+ years of experience in financial services preferred, with a working knowledge of investments, portfolio management, insurance, annuities, taxation, and general financial planning; securities and/or insurance licensing is a plus
  • Experience with CRM and financial planning software preferred (Redtail and eMoney experience a plus)
  • Strong technology skills, including proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), experience with financial planning technology, and the ability to quickly learn new software applications
  • Team-oriented professional with a passion for serving clients and building trusted relationships, while demonstrating the initiative to work independently and collaborate effectively in a mentoring environment
  • Exceptional attention to detail with strong analytical, problem-solving, organizational, and critical thinking skills
  • Highly organized with the ability to prioritize, manage multiple projects, meet deadlines, and follow through on commitments
  • Excellent interpersonal, written, and verbal communication skills
  • Adaptable and able to thrive in a fast-paced, yet flexible, small office environment while responding to changing business needs
  • Ability to follow established office procedures, maintain confidentiality, and adhere to regulatory and compliance requirements
  • Professional, self-motivated, and dependable with initiative, perseverance, and a commitment to continuous learning and delivering high-quality work
  • Ability to successfully pass a criminal history and background check

COMPENSATION:

  • $70,000-85,000/year + Bonuses / Incentives (based on applicable experience, certifications, and / or Qualifications)
  • Professional growth opportunities
  • Generous time off package, including paid time off and paid holidays
  • Zero asset management fees on all personal and household accounts

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care, who truly enjoy helping make a difference in people’s lives, and who take pride in the quality of their work!

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.