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Financial Professional Associate Jobs in Boston, MA

Moody Street Group

Financial Professional Internship

Newton, MA · On-site

$19.50 - $25.50/hr

Following training, you will be part of our team located in Newton Massachusetts , working side-by-side with experienced associates and office staff. As a financial professional intern, you will meet ...

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Financial Professional Associate information

See Boston, MA salary details

$48.3K

$95.1K

$147.2K

How much do financial professional associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial professional associate in Boston, MA is $95,055.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,700.00 and $130,400.00 per year, depending on experience, location, and employer.

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 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 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 near Boston, MA are hiring for Financial Professional Associate jobs? Cities near Boston, MA with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you

Financial Professional Internship

Moody Street Group

Auburndale, MA • On-site

$19.50 - $25.50/hr

Part-time

Re-posted 3 days ago

Job description

An internship at The Moody Street Group gives you valuable, real-world work experience to prepare you for a career in Financial Services or other fields, while building on your classroom learning.  You have flexibility to pursue your studies while actually working.  You can be recognized and rewarded for your hard work both financially and through developmental opportunities. While you are able to run your own financial-services practice as an intern, you won't be alone. Training, mentors and role models will be there to guide you along the way.

Following training, you will be part of our team located in Newton Massachusetts, working side-by-side with experienced associates and office staff. As a financial professional intern, you will meet with clients to find out their needs and values, make recommendations for insurance and financial services, and provide ongoing client service.

Students are able to earn a stipend, an activity bonus and commissions.

•     Number of Interns: 4+
•     Compensation/Benefits: Academic Credit, Activity Bonus, Commissions and Stipend
•     Duration: 6 months which can be renewed
•     Academic Level: College Sophomores, College Juniors, College Seniors, Recent Graduates,
Business school students


The Moody Street Group, LLC, a General Agency appointed with the insurance companies of
OneAmerica® and a Registered Branch of OneAmerica® Securities offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.

The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and
business goals and helping to secure their financial future with financial services based on their
needs and values. Our associates are carefully trained and have backup and support, both locally
and nationally, in each of our products and services.

For Information about us go to www.moodystreet.com or www.oneamerica.com

Securities offered through OneAmerica® Securities, Inc., a Registered Investment Advisor, Member
FINRA, SIPC. The Moody Street Group, LLC is not an affiliate of OneAmerica® Securities or the
companies of OneAmerica® and is not a broker dealer or Registered Investment Advisor.

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