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Associate Financial Advisor Jobs in Needham, MA (NOW HIRING)

Focus Financial Partners

Associate Wealth Advisor

Boston, MA ยท On-site

$60K - $125K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Knowledge of tax, estate ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Needham, MA

Associate Financial Advisor information

See Needham, MA salary details

$41.9K

$73.2K

$122.6K

How much do associate financial advisor jobs pay per year?

As of Jul 28, 2026, the average yearly pay for associate financial advisor in Needham, MA is $73,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $89,900.00 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 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 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.
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What cities near Needham, MA are hiring for Associate Financial Advisor jobs? Cities near Needham, MA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Needham, MA as of July 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 71% Physical, 5% Hybrid, and 24% Remote job distribution, with an average salary of $73,159 per year, or $35.2 per hour.