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Entry Level Client Facing Finance Jobs in Boston, MA

SMART TECH SKILLS LLC

Be Seen First

ENTRY-LEVEL: Recruiting and Sales Support Associate

Marlborough, MA · On-site

$38K - $51K/yr

Research, organize, and compile information for client-facing documents and business initiatives ... Bachelor's degree in Business Administration, Human Resources, Finance, Communications, or a ...

New

SMART TECH SKILLS LLC

Be Seen First

ENTRY-LEVEL: Recruiting and Sales Support Associate

Marlborough, MA · On-site

$38K - $51K/yr

Research, organize, and compile information for client-facing documents and business initiatives ... Bachelor's degree in Business Administration, Human Resources, Finance, Communications, or a ...

New

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All JobsClient Facing Finance JobsEntry Level Client Facing Finance JobsEntry Level Client Facing Finance Jobs in Boston, MA

Entry Level Client Facing Finance information

See Boston, MA salary details

$14

$30

$59

How much do entry level client facing finance jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for entry level client facing finance in Boston, MA is $30.17, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $32.64 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Client Facing Finance vs Entry Level Financial Advisor?

AspectEntry Level Client Facing FinanceEntry Level Financial Advisor
CredentialsBasic finance or related degree, possibly certifications like FINRA Series 7Finance degree, certifications like Series 7 or CFP often preferred
Work EnvironmentBank branches, financial firms, client meetingsFinancial planning firms, banks, client consultations
Employer & Industry UsageBanks, investment firms, financial servicesIndependent or firm-based financial planning
Search & Comparison IntentUnderstanding entry-level client-facing finance rolesEntry-level financial advising roles

Entry Level Client Facing Finance roles typically involve supporting financial services, client interactions, and basic financial operations. Entry Level Financial Advisors focus more on providing personalized financial advice and planning. While both roles require similar credentials and work environments, financial advisors often have a stronger emphasis on client-specific financial planning and may pursue additional certifications.

How do you start a career in entry level client facing finance with no experience?

To start a career in entry level client facing finance with no experience, focus on developing basic financial knowledge through online courses or certifications like Excel or financial fundamentals. Gain customer service or communication skills through internships, volunteering, or part-time roles, and apply for entry-level positions that offer on-the-job training to build relevant experience.

What are some entry level client facing finance jobs?

Entry level client-facing finance jobs include roles such as financial advisor assistant, banking associate, or client services representative. These positions typically require strong communication skills, basic financial knowledge, and proficiency with customer relationship management (CRM) tools. They often serve as stepping stones to more advanced finance careers and may require relevant certifications or training.

What is an entry-level position in finance?

An entry-level client-facing finance position is a role suitable for individuals starting their finance careers, often requiring minimal prior experience. These roles typically involve tasks such as assisting clients, processing transactions, and supporting financial advisors, with common tools including Excel and financial software. They often serve as a stepping stone to more advanced finance roles and may require relevant certifications or educational backgrounds in finance or related fields.

What is the best entry level client facing finance job?

An entry-level client-facing finance role typically includes positions such as financial analyst, client services associate, or banking associate. These roles often require strong communication skills, basic financial knowledge, and proficiency with tools like Excel; certifications such as the CFA Level I can also be beneficial for career growth.
Entry Level Client Facing Finance jobs near you
Infographic showing various Entry Level Client Facing Finance job openings in Boston, MA as of August 2026, with employment types broken down into 62% Full Time, 13% Part Time, and 25% Contract. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $62,752 per year, or $30.2 per hour.

Experienced Financial Advisor

New York Life - Team Andrade

Bridgewater, MA • On-site

Full-time

Posted 7 days ago

Job description

Description
New York Life - Team Andrade | Bridgewater, MA
Are you an experienced financial professional looking for an opportunity to grow your practice, expand your capabilities, and build deeper relationships with your clients?
New York Life - Team Andrade is seeking experienced Financial Advisors who are motivated to take the next step in their careers. This opportunity is designed for established professionals who bring experience in financial services, insurance, investments, wealth management, or financial planning and are looking for the resources, support, and professional environment to continue growing their practice.
As a Financial Advisor, you'll work with individuals, families, and business owners to understand their financial goals and develop strategies designed around their unique needs. You'll focus on building long-term client relationships while growing your business through referrals, networking, professional relationships, and new business development.
Responsibilities
$44
Qualifications
• Previous experience as a Financial Advisor, Financial Professional, Wealth Advisor, Registered Representative, Insurance Professional, or similar client-facing financial services role
• Demonstrated ability to develop and maintain strong client relationships
• Proven business-development, prospecting, or relationship-management experience
• Strong communication, presentation, and interpersonal skills
• Self-motivated with a business-minded and growth-oriented mindset
• Strong organizational and time-management skills
• Commitment to providing a high level of client service
• Appropriate insurance and/or securities licenses preferred; candidates should be willing and able to obtain any additional licenses required for their role
• Bachelor's degree preferred

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