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Associate Financial Planner Jobs in Boston, MA (NOW HIRING)

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 ...

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

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Develop, revise, and present comprehensive financial plans using planning software * Apply ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Develop, revise, and present comprehensive financial plans using planning software * Apply ...

TalentLink Solutions

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Associate Advisor - Wealth Management

Marlborough, MA · On-site

$70K - $85K/yr

JOB SUMMARY As an Associate Advisor, you will partner with the firm's financial advisors to prepare ... You'll leverage financial planning and investment management software to research planning ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Boston, MA

Associate Financial Planner information

See Boston, MA salary details

$49.3K

$90.9K

$121.9K

How much do associate financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial planner in Boston, MA is $90,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,200.00 and $108,300.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Boston, MA? The most popular types of Financial Planner jobs in Boston, MA are:
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What job categories do people searching Associate Financial Planner jobs in Boston, MA look for? The top searched job categories for Associate Financial Planner jobs in Boston, MA are:
What cities near Boston, MA are hiring for Associate Financial Planner jobs? Cities near Boston, MA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $90,882 per year, or $43.7 per hour.

Associate Financial Planner

Strategies for Wealth

Boston, MA

$100K/yr

Full-time

Posted 3 days ago

New

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.