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Associate Advisor Jobs in Needham, MA (NOW HIRING)

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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Showing results 21-40

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 1, 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 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 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 July 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $58,762 per year, or $28.3 per hour.

Associate Energy Advisor - Boston, MA

Kb3 Advisors

Boston, MA • Remote

Full-time

Medical, Retirement

Re-posted 28 days ago

Job description

About Kb3 Advisors
Kb3 Advisors is a tech enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets. Our platform was built by advisors, for advisors giving you autonomy, support, and the tools needed to grow a successful career in energy advisory.
We believe in work life balance, financial freedom, and real upside without corporate red tape. If you’re looking for a place where your effort directly drives your career growth, you’ll fit right in.
The Opportunity
Kb3 Advisors is expanding and seeking motivated Associate Energy Advisors who want to grow their career in the energy industry. This is an entry level to early career role designed for individuals who are hungry to learn, confident communicating with business decision makers, and ready to build a meaningful book of business over time.
You’ll learn how to navigate deregulated energy markets, engage commercial and industrial clients, and develop the core skills needed to become a high performing Energy Advisor.
We offer a clear development path:
Associate Energy Advisor → Energy Advisor → Senior Energy Advisor
If you're ambitious, coachable, and looking for real upside, this is a strong opportunity to build long-term career and financial success.
What You’ll Do
  • Identify and engage energy decision-makers through targeted outreach, cold calling, and territory based research.
  • Set qualified meetings and pass opportunities to senior advisors for strategy and closing.
  • Manage and track contract end dates to maintain a clean, proactive pipeline.
  • Send market updates and nurture prospects throughout their buying cycle to build trust and momentum.
  • Learn procurement strategy, market fundamentals, and advisory best practices through hands on training and real client exposure.
What We Offer
  • W2 Compensation: $50,000–$75,000 base
  • Full Benefits: Health insurance & 401(k) match
  • Upside: Transition to industry-leading commission splits as you advance
  • Long-Term Value: Participation in Kb3’s performance-based Phantom Equity Plan
  • Career Growth: A clear advancement track —Associate Energy Advisor → Energy Advisor → Senior Energy Advisor
  • Advisor-Centric Culture: Built for autonomy, not micromanagement
Required Qualifications
  • Bachelor’s degree from an accredited university
  • Strong writing and verbal communication skills
  • High attention to detail and organizational skills
  • Comfort working with data in Excel or similar tools
  • Ability to manage multiple tasks and meet deadlines in a fast paced environment
  • Professional demeanor for client and prospect interactions
  • Open to Quarterly Travel to New Haven, CT  
Preferred Qualifications
  • Degree in Business, Economics, Finance, Energy Management, or Data Analytics
  • 1–2 years of internship or professional experience in sales, consulting, finance, or analytics
  • Familiarity with CRM tools (Salesforce, Salesloft, etc.)
  • Experience with Excel modeling or data analysis
  • Interest in energy markets, commodities, or financial markets
Sound Like You?
Motivated. Coachable. Ready to grow. If you’re looking for an opportunity where your effort and ambition define your success, Kb3 is the platform to build your career.
 

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