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

EP Wealth Advisors

Wealth Advisor

Norwood, MA · On-site

$40K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

EP Wealth Advisors

Wealth Advisor

Norwood, MA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

EP Wealth Advisors, LLC

Wealth Advisor

Norwood, MA · On-site

$80 - $100/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

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

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 ...

TIAA

Wealth Advisor

Waltham, MA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Aprio

Wealth Advisor

Boston, MA

$150K - $250K/yr

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while ... Associate and Financial Planner. * Perform investment management tasks such as account review ...

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

Wealth Advisor Associate information

See Canton, MA salary details

$40.7K

$71K

$119K

How much do wealth advisor associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth advisor associate in Canton, MA is $71,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,200.00 per year, depending on experience, location, and employer.

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 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 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 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 cities near Canton, MA are hiring for Wealth Advisor Associate jobs?

Cities near Canton, MA with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Canton, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $71,012 per year, or $34.1 per hour.

Wealth Advisor

EP Wealth Advisors

Norwood, MA • On-site

$40K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Summary
The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.
Duties and Responsibilities
  • Work closely with branch team to provide service to a defined group of clients
  • Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
  • Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
  • Document client interactions and client related workflows in contact management system
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications
  • Undergraduate degree required, preferably in business related major
  • Series 65 or equivalent
  • Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
  • Interest to develop career within financial services industry; working towards CFP certification preferred
  • Basic knowledge of financial and investment concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Reliable, organized and goal-oriented
  • Ability to work independently, self-directed, and exercise discretion without immediate supervision always
  • Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
  • Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays + 2 Floating Holidays
  • PTO
  • Paid Parental Leave
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

$40,000 - $120,000 a year
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].

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