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Associate Financial Advisor Jobs in Fall River, MA

Lincoln Tech

Financial Aid Advisor

Lincoln, RI · On-site

$18.50 - $23.75/hr

Financial Aid Advisor - Lincoln Tech - Lincoln Mall, RI We're looking for an experienced financial ... Associate's degree or equivalent combination of education, training, and experience What You'll Do:

New

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$60 - $80/hr

Position Summary Business Development Associates provide exceptional service to our clients and ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...

Morgan Stanley

Business Development Associate

Newport, RI

$44K - $61K/yr

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Fall River, MA

Associate Financial Advisor information

See Fall River, MA salary details

$38.6K

$67.4K

$112.9K

How much do associate financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for associate financial advisor in Fall River, MA is $67,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $82,800.00 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 Fall River, MA?

The most popular types of Financial Advisor jobs in Fall River, MA are:

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

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

What job categories do people searching Associate Financial Advisor jobs in Fall River, MA look for?

The top searched job categories for Associate Financial Advisor jobs in Fall River, MA are:

What cities near Fall River, MA are hiring for Associate Financial Advisor jobs?

Cities near Fall River, MA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Fall River, MA as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,415 per year, or $32.4 per hour.

Associate, Financial Advisor, Falmouth, MA

Falmouth, MA • On-site

Santander
Banking and Credit Intermediation • 10K+ employees
Learn more about Santanderexternal

Full-time

Posted 22 days ago

Job description

Associate, Financial Advisor, Falmouth, MA
Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives.
Key Responsibilities
  • Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
  • Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
  • Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
  • Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
  • Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
  • Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
  • Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
  • Develop and execute business development activities aligned with management objectives and client acquisition strategies.
  • Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
  • Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
  • Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
  • Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
  • 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • 1+ Years: Experience providing investment guidance and advice to clients - Required.
  • Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
  • Knowledge of financial analysis and risk evaluation.
  • Motivating, developing, and directing people as they work, identifying the best people for the job.
  • Strong relationship management and negotiation skills.
  • Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Attention to detail, being careful about detail and thorough in completing work tasks.
  • Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
  • Demonstrated proficiency with Microsoft Office applications.

Certifications:
  • NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
  • Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:
  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD
Maximum:
$105,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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