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Associate Financial Advisor Jobs in Massachusetts

Morgan Stanley

Portfolio Management Associate

Boston, MA · On-site

$92.50 - $110/hr

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 ...

Moody Street Group

Financial Advisor

Boston, MA · On-site

... associates. We are interested in meeting highly motivated, success-oriented individuals with ... Our Financial Services Sales Representatives , utilize a values based approach and market primarily ...

Moody Street Group

Financial Advisor

Boston, MA · On-site

... associates. We are interested in meeting highly motivated, success-oriented individuals with ... Our Financial Services Sales Representatives , utilize a values based approach and market primarily ...

RK Partners

Financial Advisor - Licensed

Boston, MA · On-site

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... fellow associates Qualifications * Strong interpersonal skills and customer service focus

RK Partners

Financial Advisor - Licensed

Boston, MA · On-site

$60K - $125K/yr

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide ... fellow associates Qualifications * Strong interpersonal skills and customer service focus

New

Moody Street Group

Financial Advisor

Auburndale, MA · On-site

... associates. We are interested in meeting highly motivated, success-oriented individuals with ... Our Financial Services Sales Representatives , utilize a values based approach and market primarily ...

Td

Financial Advisor - Boston, MA

Boston, MA · On-site

$78K - $117K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Massachusetts

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 4, 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 Planner

Strategies for Wealth

Boston, MA

$100K/yr

Full-time

Posted 29 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$90,000 - $100,000


Responsibilities:
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.

  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.

  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.

  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.

  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.

  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.


About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.