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Financial Advisor Assistant Jobs in Sutton, MA (NOW HIRING)

M&T Bank

Financial Advisor

Boston, MA · On-site

$72K - $120K/yr

Financial Advisor | Greater Boston Market Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve. At M&T Bank, we believe meaningful ...

M&T Bank

Financial Advisor

Boston, MA · On-site

$72K - $120K/yr

Financial Advisor | Greater Boston Market Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve. At M&T Bank, we believe meaningful ...

CCR Wealth Management

Financial Advisor

Westborough, MA · On-site

$100K - $150K/yr

CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you're an ambitious financial professional looking for a clear path to ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

M&T Bank

Financial Advisor Team Leader

Boston, MA · On-site

$103K - $173K/yr

Team Leader - Centralized Financial Advisors | Northeast Market (Boston/New Hampshire/Vermont) Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New ...

M&T Bank

Financial Advisor Team Leader

Boston, MA

$103K - $173K/yr

Team Leader - Centralized Financial Advisors | Northeast Market (Boston/New Hampshire/Vermont) Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New ...

Moody Street Group

Financial Advisor

Boston, MA

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 ...

Moody Street Group

Financial Advisor

Boston, MA · On-site

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 ...

Moody Street Group

Financial Advisor

Auburndale, MA · On-site

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 ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Sutton, MA

Financial Advisor Assistant information

See Sutton, MA salary details

$29.8K

$56.7K

$95.1K

How much do financial advisor assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor assistant in Sutton, MA is $56,699.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $65,800.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What cities near Sutton, MA are hiring for Financial Advisor Assistant jobs?

Cities near Sutton, MA with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Sutton, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $56,699 per year, or $27.3 per hour.

Financial Advisor

M&T Bank

Boston, MA • On-site

$72K - $120K/yr

Full-time

Posted 18 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

79th of 174 rated banks

Job description

Financial Advisor | Greater Boston Market

Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.

At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs.

In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.

What You'll Do

  • Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.

  • Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.

  • Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.

  • Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.

  • Grow assets under management through effective relationship management, business development, and referral generation.

  • Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.

  • Maintain compliance with regulatory requirements and uphold M&T's risk management standards.

What You Bring

  • 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 recommendations.

  • Strong business development, networking, and relationship management skills.

  • Ability to collaborate across teams while maintaining a client-first mindset.

  • FINRA Series 7, 63, and 65 or 66 licenses required.

  • State Life/Variable Insurance License required.

  • CFP, CLU, ChFC, or related financial planning credentials preferred.

Why Join M&T

  • Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.

  • Opportunity to grow your practice within a relationship-driven organization.

  • Collaborative environment focused on client success and long-term career growth.

  • Access to a broad suite of investment, advisory, and insurance solutions.

  • A culture that values belonging, community involvement, and doing what's right for clients.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBoston, Massachusetts, United States of America

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