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Associate Financial Representative Jobs in Massachusetts

Moody Street Group

Financial Advisor

Boston, MA · On-site

New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer ...

Moody Street Group

Financial Advisor

Boston, MA

New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... client meetings, representing the service lens • Participating in firm initiatives (e.g ...

Choreo

Associate Director, Wealth Advisor

Boston, MA · On-site

Represent Choreo as a responsive, credible, and collaborative partner. Client Engagement ... Working knowledge of financial planning concepts and high-net-worth client needs. * Strong ...

New

Choreo

Associate Director, Wealth Advisor

Boston, MA · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Represent Choreo as a responsive, credible, and collaborative partner. Client Engagement ...

Td

Financial Advisor - Boston, MA

Boston, MA

$78K - $117K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

TD Bank Group

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 ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

TIAA

Financial Consultant

Cambridge, MA · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Cambridge, MA · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Massachusetts

Associate Financial Representative information

See Massachusetts salary details

$11

$28

$72

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Massachusetts is $28.74, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $28.08 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

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

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

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

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,770 per year, or $28.7 per hour.

Financial Advisor

Moody Street Group

Boston, MA • On-site

Full-time

Retirement

Re-posted 17 days ago

Job description

The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

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