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Financial Professional Associate Jobs in Massachusetts

Rise North Capital

Financial Associate

Braintree, MA · On-site

$120K/yr

Sponsorship for licenses and ongoing professional development * One-on-one coaching, mentorship ... As a Financial Associate, you will: * Attend virtual or in-person trainings to enhance financial ...

Rise North Capital

Financial Associate

Braintree, MA · On-site

Sponsorship for licenses and ongoing professional development * One-on-one coaching, mentorship ... Responsibilities As a Financial Associate, you will: • Attend virtual or in-person trainings to ...

Manulife Financial

Internal Business Associate

Boston, MA · On-site

$49 - $82/hr

New Graduates who join our Internal Business Associate role, have an exciting opportunity to ... financial professional. We will cover all costs associated with acquiring these licenses and will ...

Rise North Capital

$120K/yr

Sponsorship for licenses and ongoing professional development * One-on-one coaching, mentorship, and leadership development opportunities Responsibilities As a Financial Associate, you will: * Attend ...

YMCA

Finance Associate / AR

Hyannis, MA · On-site

The YMCA Cape Cod is seeking a finance professional whose mission driven, detail oriented, and self ... The Finance Associate II position provides administrative support to the Finance department with a ...

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Actively pursue professional development, including progress toward CFP ® certification ...

New

YMCA Cape Cod

Finance Associate / AR

Hyannis, MA · On-site

$21 - $24/hr

The YMCA Cape Cod is seeking a finance professional whose mission driven, detail oriented, and self ... The Finance Associate II position provides administrative support to the Finance department with a ...

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Showing results 21-40

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Massachusetts

Financial Professional Associate information

See Massachusetts salary details

$48.6K

$95.6K

$148K

How much do financial professional associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial professional associate in Massachusetts is $95,560.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,100.00 and $131,100.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

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

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

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $95,560 per year, or $45.9 per hour.

Fast Track To Management

New York Life, Coelho Group -- Bridgewater

Bridgewater, MA • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 14 days ago

Key responsibilities

  • Participate in the Associate Partner Training Program to develop skills for management.

  • Employ a comprehensive array of financial products and services when presenting solutions to clients.

  • Recruit and develop a team of financial professionals as an Associate Partner.

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
We are looking for leadership-oriented managers hoping to advance their careers toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today!
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2 - Source: Individual Third Party Ratings Reports as 7/30/18.
3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation:

$65,000 - $200,000


Responsibilities:
  • Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions
  • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager
  • Recruit and develop your own team of financial professionals as an Associate Partner
  • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
  • Transition into management as an Associate Partner once you have achieved the program requirements

Qualifications:
  • Spanish, Portuguese, or other language fluency is beneficial
  • Knowledge of cultural markets a plus
  • Experience working in sales is required
  • Goal-oriented, highly motivated, and seeking a rewarding and challenging career
  • Must have financial services industry and/or insurance industry experience

About Company

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.