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Associate Financial Advisor Jobs in Massachusetts

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Associate Financial Advisor information

See Massachusetts salary details

$42K

$73.3K

$122.9K

How much do associate financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial advisor in Massachusetts is $73,344.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $90,100.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Massachusetts?

The most popular types of Financial Advisor jobs in Massachusetts are:

What are popular job titles related to Associate Financial Advisor jobs in Massachusetts?

For Associate Financial Advisor jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Massachusetts look for?

The top searched job categories for Associate Financial Advisor jobs in Massachusetts are:

What cities in Massachusetts are hiring for Associate Financial Advisor jobs?

Cities in Massachusetts with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in MA?

For Associate Financial Advisor jobs in MA, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Massachusetts as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $73,344 per year, or $35.3 per hour.

Associate Financial Advisor

Transcend Practice Management

Worcester, MA • Hybrid

Full-time

Posted 12 days ago

Key responsibilities

  • Support lead advisors by conducting client research, preparing for meetings, and assisting with financial planning and strategy adjustments.

  • Manage and nurture client relationships through ongoing communication, scheduling appointments, and addressing inquiries to understand and meet their financial objectives.

  • Monitor client financial situations, track plan performance, and follow up on action items to ensure client expectations are managed and met.

Job description

Associate Financial Advisor

Location: Worcester, MA

Compensation: $100,000 to $125,000 + bonus

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families and institutions. As a close knit team, we foster a culture where our employee contributions matter, ideas are valued and work directly supports the success of our clients and team.

We're not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our client's fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are looking for a highly motivated Associate Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions. There is tremendous room for growth for the right candidate! A successful candidate will value building meaningful relationships with clients and assisting them in their financial investment needs.

Some of the top qualities that we seek in new team members include:

  • A sincere commitment to both client and team success
  • Reliability, integrity, and resilience
  • Exceptional communication skills, both written and verbal
  • Detail oriented
  • Strong communication skills
  • Autonomous self-starter
  • Excellent interpersonal skills
  • Careful listening skills
  • Comfortable working in a fast-paced, feedback-driven environment
  • Professional demeanor and a team player

As an Associate Financial Advisor, you will nurture our strong and consistent referral streams and service our existing clients while deepening those relationships. You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm's mission, follow up on any action items and take ownership to manage client expectations and deliverables.

In your new role, you can expect to:

  • Monitor and cultivate incoming warm leads from our highly productive referral networks.
  • Conduct periodic reviews, track changes in client's financial situations, analyze plan performance, and recommend strategy adjustments.
  • Assist lead advisors by conducting client research and preparing for meetings.
  • Deliver an exceptional client experience and build deep client relationships.
  • Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives.
  • Interview clients to assess income, expenses, risk tolerance, and goals.
  • Prepare financial plans and coordinate with the investment committee.
  • An interest in investment strategy is welcomed, though this role is not responsible for making investment decisions.
  • Adhere to regulatory standards and the firm's compliance policies, maintaining high ethical standards and client confidentiality.
  • Work closely with the client service team and participate in coaching from lead advisors to develop client acquisition and advisory skills.
  • Schedule client appointments, address client inquiries and handle follow-up tasks.

Qualifications for this role include:

  • Bachelor's Degree from an accredited college or university
  • Series 66 or 65 required, CFP or CFA a plus
  • 3-5 years in a similar role
  • Proficiency with computer programs, including Microsoft Office Suite
  • Familiarity with Schwab, Advyzon, and RightCapital is a plus
  • Strong analytical skills
  • Exceptional listening, verbal, and written communication skills
  • Ability to manage multiple projects and deadlines, with keen attention to detail
  • Comfortable with presentations and client-facing interactions

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!