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Entry Level Client Facing Finance Jobs in Boston, MA

Constantin Control Associates LP

Be Seen First

Finance - Entry Level (possible temp to perm)

Boston, MA · On-site

Exciting entry level roles currently available in Financial Services We at Constantin Control ... client services, accounting and various other operational roles.. These positions not only provide ...

M&T Bank

Financial Advisor

Boston, MA · On-site

$72K - $120K/yr

Experience providing investment and/or insurance solutions in a client-facing advisory environment. * Proven ability to build relationships, uncover client needs, and deliver personalized financial ...

M&T Bank

Financial Advisor

Boston, MA · On-site

$72K - $120K/yr

Experience providing investment and/or insurance solutions in a client-facing advisory environment. * Proven ability to build relationships, uncover client needs, and deliver personalized financial ...

Partners Capital

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires ... Additionally, over time this role may develop into a client facing position and thus a strong ...

Precise - Int

Entry-Level Financial Analyst

Boston, MA

$56K/yr

... client. Our ideal candidate is someone who loves numbers, is highly motivated, and works well both ... Bachelor's Degree in Economics, Finance, Mathematics, or Business Administration * Excellent ...

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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

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

As of Sep 4, 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.

Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling

RSM Global

Boston, MA • On-site

Full-time

Re-posted 25 days ago

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
USA, CANADA:
Job Responsibilities
  • Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.
  • Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.
  • Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.
  • Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.
  • Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.
  • Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.
  • Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.
  • Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.
  • Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

Minimum Qualifications
  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.
  • 4-7 years of experience.
  • Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.
  • Strong foundational valuation skills, including application of income and market approaches.
  • Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.

Preferred Qualifications
  • Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
  • Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.
  • Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.
  • Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.
  • Experience providing day-to-day guidance or review oversight for junior team members.
  • CPA, CFA, or progress toward a relevant professional certification.

Additional Role Expectations
  • Travel: Up to 25%, based on client and engagement needs.
  • Peak Periods: Periodic increases in workload during active transactions or client delivery phases.
  • Scheduling: Flexibility to meet client deadlines and engagement demands.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
RSM International logo

About RSM International

Sourced by ZipRecruiter

RSM International is a leading global network of audit, tax, and consulting firms. Headquartered in Chicago, Illinois, US, the firm focuses on providing an exceptional range of professional services to empower clients to move forward with confidence. RSM International was established in 1964 and has since grown to encompass firms in more than 120 countries. The firm's mission is guided by a deep understanding of what clients need to help drive their businesses forward, combined with the international reach of RSM firms worldwide.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

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