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Wealth Advisor Associate Jobs in Boston, MA (NOW HIRING)

ECG Resources

Associate Wealth Advisor

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

Morgan Stanley

Portfolio Management Associate

Boston, MA · On-site +1

The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Boston, MA

Wealth Advisor Associate information

See Boston, MA salary details

$41.8K

$73K

$122.2K

How much do wealth advisor associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth advisor associate in Boston, MA is $72,956.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $89,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Boston, MA? The most popular types of Wealth Advisor jobs in Boston, MA are:
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What job categories do people searching Wealth Advisor Associate jobs in Boston, MA look for? The top searched job categories for Wealth Advisor Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Wealth Advisor Associate jobs? Cities near Boston, MA with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,956 per year, or $35.1 per hour.

Associate Wealth Advisor

ECG Resources

Boston, MA

Full-time

Re-posted 14 days ago

Job description

Associate Wealth Advisor

Position Summary

Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations.

This role offers the opportunity to partner closely with Wealth Advisors to maintain and strengthen client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement, risk management, tax, estate, and investment planning.

We offer a hybrid work model: 3 days per week in-office and 2 days remote, or as directed by the team leader.

Primary Responsibilities

  • Develop, revise, and present comprehensive financial plans using planning software

  • Apply knowledge of tax, estate, and insurance planning concepts

  • Develop mastery of the firm’s investment philosophy

  • Create holistic investment strategies tailored to each client and monitor risk tolerance over time

  • Develop foundational knowledge of trading and partner with the Portfolio Management team to:

    • Approve and execute portfolios

    • Implement trade recommendations

    • Conduct tax-loss harvesting strategies

  • Master the firm’s technology stack, including CRM systems and custodian platforms

  • Collaborate with other Associate Wealth Advisors to share knowledge and best practices

  • Independently lead client communications and interactions

  • Diligently document all client communications within the CRM system

  • Serve as the day-to-day contact for client needs, ensuring exceptional service delivery

  • Conduct client billing reviews and support advisory team compliance efforts

  • Participate in advisory team business planning and support firm strategic initiatives

  • Meet with clients in person as needed; limited travel may be required

Qualifications

  • Bachelor’s degree required

  • Series 65 (or equivalent) within 120 days of employment

  • 2+ years of financial services experience

  • Strong interpersonal skills with a collaborative, team-oriented mindset

  • Working knowledge of financial industry products and financial planning concepts

  • Excellent analytical skills and attention to detail

  • Clean U4 record

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