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Entry Level Wealth Management Jobs in Hanover, MA

Focus Financial Partners

Associate, Trading

Needham, MA · On-site +1

$60K - $80K/yr

... entry-level candidates with strong relevant coursework or internship experience may also be ... SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm ...

Focus Financial Partners

Associate, Trading

Needham, MA · On-site

$60K - $80K/yr

... entry-level candidates with strong relevant coursework or internship experience may also be ... SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm ...

Barry-Wehmiller

Entry Level Validation Engineer

Boston, MA

$75K - $90K/yr

Assistwith development and execution of quality management system procedures and related compliance ... At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just ...

New

Mobizwiz

Entry Level Retail Sales Associate

Quincy, MA

$900 - $1.6K/wk

In fact, our Business Management Training Program is designed to take you from an entry-level rep ... What We Offer (Benefits & Perks) Joining Mobizwiz comes with a wealth of benefits to support you ...

Mobizwiz

Entry Level Retail Sales Associate

Braintree, MA · On-site

$900 - $1.6K/wk

In fact, our Business Management Training Program is designed to take you from an entry-level rep ... What We Offer (Benefits & Perks) Joining Mobizwiz comes with a wealth of benefits to support you ...

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All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Hanover, MA

Entry Level Wealth Management information

See Hanover, MA salary details

$26.1K

$49.9K

$71.5K

How much do entry level wealth management jobs pay per year?

As of Sep 6, 2026, the average yearly pay for entry level wealth management in Hanover, MA is $49,907.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $54,300.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What cities near Hanover, MA are hiring for Entry Level Wealth Management jobs?

Cities near Hanover, MA with the most Entry Level Wealth Management job openings:

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Hanover, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $49,907 per year, or $24 per hour.

Administrative Assistant

Modera Wealth Management

Boston, MA • On-site

$55K - $88K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Key responsibilities

  • Oversee conference room calendars and manage scheduling to prevent conflicts.

  • Screen inbound phone calls, greet guests, and handle correspondence including mailings and client-related tasks.

  • Organize and maintain office environment, including document management, supply ordering, and supporting client event planning.

Job description

Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Administrative Assistant in Boston, MA to support the employees advisors and their clients, while also performing general administrative tasks as needed.
Responsibilities:
  • Oversee conference room calendars.
  • Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests.
  • Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team.
  • Scan, file, and document organization of all incoming documents including daily mail.
  • Follow processes & procedures related to client data gathering and document creation, assisting the client service team.
  • Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
  • Administer and prepare all out-bound mailings.
  • Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information.
  • Initiate workflow processes and ensure that checklists are generated and completed for meetings with prospects, clients and other professionals.
  • Maintain polite and professional communication via phone, email, and mail.
  • Assist with planning and coordination of client events.
  • Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
  • Consistently maintain a high standard of customer service.
  • Preserve client confidentiality.
  • Additional projects and duties as needed.

What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:
  • High school diploma or GED required.
  • Able to work onsite 5 days a week.
  • Administrative or client service experience for a professional services organization preferred.
  • Proficiency with Word, Excel, and Outlook.
  • Excellent written and verbal communication skills.
  • Highly professional team player, able to work well with all levels of the firm, as well as with clients.
  • Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
  • Personable, warm, engaging; Client first attitude; Supports a team environment.
  • Strong sense of professionalism and discretion required.

Benefits:
  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life Insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Salary range for this role is $55,000 - $88,000, non-exempt
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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