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Financial Professional Associate Jobs in Boston, MA

Headquartered in Needham, Massachusetts with more than 4,100 associates, the company's products are ... professional with strong analytical skills and a passion for operating expense management? We are ...

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 ...

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 ...

Showing results 21-40

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 Analyst, Global OpEx

SharkNinja

Needham, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


SharkNinja rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

45th of 156 rated electronics manufacturers


Job description

About Us
SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positively impact people's lives in homes around the world. Powered by two trusted, global brands, Shark and Ninja, the company has a proven track record of bringing disruptive innovation to market and developing one consumer product after another has allowed SharkNinja to enter multiple product categories, driving significant growth and market share gains. Headquartered in Needham, Massachusetts with more than 4,100 associates, the company's products are sold at key retailers, online and offline, and through distributors around the world.
AI at SharkNinja
At SharkNinja, we're building an AI-native culture. We're not waiting for the future; we're creating it. Our people are expected to experiment boldly, adopt new tools, and continuously raise what's possible to create meaningful impact for our consumers. If you believe the best way to do your job hasn't been invented yet, you'll fit right in.
Financial Analyst, Global OpEX
Summary of the Position
Are you a detail-oriented financial professional with strong analytical skills and a passion for operating expense management? We are seeking a Financial Analyst, FP&A - Global OpEx to support global operating expense forecasting, budgeting, and actuals analysis within the Global Financial Planning & Analysis (FP&A) team. This role will initially focus on R&D OpEx, with scope that may evolve over time across other functional areas.
This critical role partners closely with cost center owners, functional leaders, and Accounting across regions to deliver accurate forecasts, variance analysis, and decision-support insights that drive disciplined OpEx management. If you have a strong foundation in financial planning, variance analysis, and expense governance, this opportunity offers a platform to make a strategic impact in a fast-paced, collaborative environment.
Key Responsibilities
Budgeting & Forecasting
- Support the global OpEx annual budget, quarterly forecast, and monthly outlook cycles, ensuring alignment with business objectives and financial targets.
- Partner with cost center owners and functional leaders to consolidate, challenge, and roll up OpEx forecasts across regions and departments.
Reporting, Forecasting & Analysis
- Analyze actuals vs. budget and forecast variances at the GL, cost center, and department level, identifying drivers and providing clear commentary for finance leadership.
- Deliver monthly close packages, dashboards, and standardized financial reports with actionable insights to support business decisions.
Financial Modeling & Scenario Planning
- Develop and maintain models to assess the financial impact of departmental initiatives, run-rate changes, vendor contracts, and expense optimization opportunities.
- Build scenario analyses for OpEx reductions, reallocations, and discretionary spend trade-offs to support quarterly EBITDA targets and strategic planning.
Process Optimization & Automation
- Drive improvements in OpEx forecasting and reporting by streamlining recurring deliverables and leveraging tools such as Adaptive Insights, Oracle, Snowflake, Excel, and Power BI.
Expense Governance & Controls
- Support purchase order, contract, and accrual review processes, ensuring accurate expense recognition, GL hygiene, and compliance with internal controls and approval thresholds.
Qualifications & Experience
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- Experience: 2-5 years of experience in Financial Planning & Analysis, Corporate Finance, or OpEx/Budget Management. Experience in global or consumer goods/retail organizations is a plus.
- Technical Skills: Strong proficiency in Excel, financial modeling, and data visualization tools such as Power BI. Experience with planning systems (e.g., Adaptive Insights), ERP platforms (e.g., Oracle), and data warehouses (e.g., Snowflake) preferred. Demonstrated fluency with enterprise AI assistants (e.g., ChatGPT, Claude, Microsoft Copilot, Gemini) to accelerate analysis, modeling, and reporting workflows.
- Analytical & Communication Skills: Strong ability to interpret complex expense data, identify trends and variance drivers, and effectively communicate findings to business leaders.
- Controls & Process Discipline: Demonstrated experience supporting close cycles, accruals, and expense governance with attention to accuracy, audit-readiness, and adherence to internal controls.
- Stand-Out Qualification: Experience managing OpEx at a granular level (cost center, GL account, and vendor) across a large, multi-region organization is highly preferred and will distinguish strong candidates.
Location: Needham, MA
Work Type: Hybrid - 3 days per week in office
Salary and Other Compensation: The annual salary range for this position is displayed below. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, flexible spending accounts, health savings accounts (HSA) with company contribution, 401(k) retirement plan with matching, employee stock purchase program, life insurance, AD&D, short-term disability insurance, long-term disability insurance, generous paid time off, company holidays, parental leave, identity theft protection, pet insurance, pre-paid legal insurance, back-up child and eldercare days, product discounts, referral bonus program, and more.
Pay Range
$58,100-$87,000 USD
Our Culture
At SharkNinja, we don't just raise the bar-we push past it every single day. Our Outrageously Extraordinary mindset drives us to tackle the impossible, push boundaries, and deliver results that others only dream of. If you thrive on breaking out of your swim lane, you'll be right at home.
What We Offer
We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options, wellness programs, SharkNinja product discounts, and more. We empower your personal and professional growth with high impact Learning Programs featuring bold voices redefining what's possible. When you join, you're not just part of a company-you're part of an outrageously extraordinary community. Together, we won't just launch products-we'll disrupt entire markets.
At SharkNinja, Diversity, Equity, and Inclusion are vital to our global success. Valuing each unique voice and blending all of our diverse skills strengthens SharkNinja's innovation every day. We support ALL associates in bringing their authentic selves to work, making an impact, and having the opportunity for career acceleration. With help from our leadership, associates, and our community, we aim to have equity be a key component of the SharkNinja DNA.
Learn more about us:
Life At SharkNinja
Outrageously Extraordinary
SharkNinja Candidate Privacy Notice
  • For candidates based in all regions, please refer to this Candidate Privacy Notice.
  • For candidates based in China, please refer to this Candidate Privacy Notice.
  • For candidates based in Vietnam, please refer to this Candidate Privacy Notice.

We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, disability, or any other class protected by legislation, and local law. SharkNinja will consider reasonable accommodations consistent with legislation, and local law. If you require a reasonable accommodation to participate in the job application or interview process, please contact SharkNinja People & Culture at accommodations@sharkninja.com

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