ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Walpole, MA

Allworth Financial

Associate Advisor

Lynnfield, MA

$75K - $90K/yr

SUMMARY The Associate Advisor plays a critical role in supporting Financial Advisors and the ... Actively pursue professional development, including progress toward CFP certification REQUIREMENTS ...

New

previous page

Showing results 41-60

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Walpole, MA

Financial Professional Associate information

See Walpole, MA salary details

$48.5K

$95.4K

$147.7K

How much do financial professional associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial professional associate in Walpole, MA is $95,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $130,800.00 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 near Walpole, MA are hiring for Financial Professional Associate jobs?

Cities near Walpole, MA with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Walpole, MA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $95,402 per year, or $45.9 per hour.

Financial Advisor - Licensed

RK Partners

Boston, MA

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Job description

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results.  Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.

Responsibilities

  • Prospecting for clients through referrals, personal observation and networking
  • Developing and maintaining long-term relationships with clients
  • Fact gathering and needs analyses to arrive at client-centric financial solutions
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

  • Strong interpersonal skills and customer service focus
  • Experience working with vlients virtually
  • Market development/networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • BA, BS, and/or graduate degree or equivalent work experience required


Benefits 

Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.

In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Mutiple Locations

Apply