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Wealth Associate Jobs in Massachusetts (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75 ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75 ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75,000 annually + eligibility for an annual bonus Actual ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75,000 annually + eligibility for an annual bonus Actual ...

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

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 Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsWealth Associate JobsWealth Associate Jobs in Massachusetts

Wealth Associate information

See Massachusetts salary details

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$36

How much do wealth associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth associate in Massachusetts is $21.70, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $22.60 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Massachusetts? The most popular types of Wealth jobs in Massachusetts are:
What cities in Massachusetts are hiring for Wealth Associate jobs? Cities in Massachusetts with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,134 per year, or $21.7 per hour.

Client Service Wealth Associate

Osaic

Boston, MA • On-site

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement

Posted 26 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Client Service Wealth Associate

Location(s): Boston - 175 Federal St., Boston, MA 02110

Role Type: Full-time, Non-Exempt

Salary: $65,000-$75,000 annually + eligibility for an annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.

In this role, you will serve as a primary point of contact for retail investment clients-guiding them through account needs, onboarding processes, and documentation requirements. You will partner closely with internal teams and Wealth Consultants to create a seamless, highquality client experience from start to finish.

Education & Licensing Requirements:

  • High school diploma or GED required

  • Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred

  • FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:

    • 60 days of hire: SIE, Series 6, and Series 63

    • 90 days of hire: Series 65 or 66

  • Series 7 preferred

Responsibilities:

  • Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments. Offer clear guidance and education on account-related topics to ensure an exceptional experience.

  • Assist clients with account openings, transfers, transactions, and ongoing maintenance while adhering to all firm and regulatory compliance requirements.

  • Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.

  • Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and highquality service.

  • Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.

  • Address client questions and concerns promptly; identify solutions and escalate complex matters as needed to ensure timely resolution.

  • Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.

Basic Requirements:

  • 1-3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.

  • Strong clientcentric mindset with a commitment to delivering exceptional service.

  • Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.

  • Demonstrated experience supporting client account activities: openings, transfers, transactions, documentation review, and ongoing maintenance.

  • Strong problemsolving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.

  • Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).

Preferred Requirements:

  • Background in retail investments or wealth management

  • Familiarity with KYC standards, documentation processes, and internal control/compliance requirements

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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