1

Internal Associate Jobs in Massachusetts (NOW HIRING)

Associate, Internal Sales

Boston, MA · On-site

$80K - $90K/yr

Position Summary The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National ...

Internal Events Associate

Boston, MA · On-site

$19.75 - $22.75/hr

Scope As a member of the Employee Experience & Internal Events team, you will support the planning and execution of meetings and experiences across North America while partnering on global ...

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 ...

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 ...

next page

Showing results 1-20

Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in Massachusetts?

The most popular types of Internal jobs in Massachusetts are:

What cities in Massachusetts are hiring for Internal Associate jobs?

Cities in Massachusetts with the most Internal Associate job openings:

Infographic showing various Internal Associate job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 9% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Internal Sales Associate (January 2027 Class)

Franklin Templeton

Boston, MA • Hybrid

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago


Franklin Templeton rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.


From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.


What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Associate responsible for?

The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton. The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors. Upon completion of the Associate program (4-8 months) associates are eligible for promotion to Internal Sales Consultant.

What are the ongoing responsibilities of an Internal Sales Associate?
  • Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.

  • Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days.

  • Be the first point of contact to provide regional sales support for both our internal and external sales teams.

  • Build a strong understanding of the financial services industry and the financial markets.

  • Develop acumen on Franklin Templeton's suite of products.

  • Acquire fundamental knowledge of key competitor products.

  • Develop strong communication and sales skills.

  • Field questions regarding Franklin Templeton products and strategies.

  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.

  • Work with an assigned peer mentor and receive regular coaching, training, and feedback from leadership.

What ideal qualifications, skills and experience would help someone to be successful?
  • BA or BS degree required.

  • SIE licensed is preferred, but not required upon application.

  • Financial industry experience preferred.

  • Proficiency with MS Office Suite.

  • Highly motivated and thrive in a fast-paced environment.

  • Exceptional communicator with strong time management skills.

  • Focused on effective communication and interpersonal skills.

  • Willing to embrace constructive feedback with a focus on improvement.

  • Team player who leads by example.

  • Passionate about the financial markets with an interest in continuous learning.

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $55,000.00 - $65,000.00, depending on location and level of relevant experience, plus discretionary bonus.

#LI-Hybrid


At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.


Highlights of our benefits include:

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge


Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.


What Franklin Templeton employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom