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Wealth Associate Jobs in Boston, MA (NOW HIRING)

RK Partners

Private Wealth Associate-Boston, MA

Boston, MA · On-site

$100K - $150K/yr

Private Wealth Associate Boston, MA We are seeking an experienced Private Wealth Associate and CFP ® professional to join a growing private wealth management team in Boston. This role combines ...

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 ...

Focus Partners Wealth

Associate Wealth Advisor

Hingham, MA · On-site

$60 - $80/hr

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Hingham, Massachusettstime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100046** Summary:**Focus Partners ...

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 ...

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All JobsWealth Associate JobsWealth Associate Jobs in Boston, MA

Wealth Associate information

See Boston, MA salary details

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How much do wealth associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for wealth associate in Boston, MA is $21.59, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $22.45 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 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 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 most commonly searched types of Wealth jobs in Boston, MA?

The most popular types of Wealth jobs in Boston, MA are:

What cities near Boston, MA are hiring for Wealth Associate jobs?

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

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $44,897 per year, or $21.6 per hour.

Private Wealth Associate-Boston, MA

RK Partners

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Private Wealth Associate 

Boston, MA 

We are seeking an experienced Private Wealth Associate and CFP professional to join a growing private wealth management team in Boston. This role combines comprehensive financial planning and case design with direct client relationship responsibilities.

You will partner closely with a Private Wealth Advisor to analyze client situations, develop recommendations, prepare financial plans and proposals, and participate in client meetings. You will also serve as a trusted resource for clients-answering questions, handling requests, and ensuring their needs are carried through to completion.

We are looking for someone who can think like a planner, communicate confidently with clients, and take ownership through execution.

What You'll Do

Financial Planning & Case Design

  • Build, analyze, and update comprehensive financial plans for new and existing clients.
  • Identify planning opportunities and develop recommendations for advisor review and client presentation.
  • Prepare proposals, scenario analysis, and materials for client meetings.
  • Participate in client meetings and help explain planning recommendations.
  • Develop strategies across investments, retirement, estate planning, tax considerations, cash flow, education funding, and business-owner planning.
  • Evaluate life, disability, and long-term care insurance needs and incorporate insurance strategies into the client's overall financial plan.

Client Relationship & Execution

  • Serve as a trusted point of contact for clients and confidently respond to planning, investment, account, and service questions.
  • Develop a strong understanding of each client's financial picture, priorities, and ongoing needs.
  • Execute client requests, including money movement, distributions, contributions, wires, journals, and other account activity.
  • Support portfolio reviews, investment implementation, and trade execution.
  • Coordinate with custodians and internal partners to ensure requests are completed accurately and on time.
  • Maintain accurate client information, planning data, and documentation within firm systems.
  • Take ownership of client needs from initial request through completion.

What We're Looking For

  • Active CFP certification required
  • Bachelor's degree
  • Multiple years of hands-on financial planning or private wealth management experience
  • Experience developing comprehensive financial plans and recommendations
  • Strong knowledge of life insurance and risk-management planning
  • Experience working directly with clients and answering complex questions
  • Strong analytical, communication, and relationship-building skills
  • High attention to detail with a strong sense of ownership and follow-through
  • Series 7 or ability to obtain the Series 7 within 90 days of joining
  • Experience with high-net-worth clients preferred
  • Experience with eMoney, Envestnet, NetX360, or similar platforms is a plus

Why Join the Team

This is an opportunity to be deeply involved in both the strategy and execution of private wealth management. You'll work closely with an experienced Private Wealth Advisor, develop sophisticated planning recommendations, build meaningful client relationships, and expand your advisory influence over time.

Location & Benefits

Boston, MA | 4 days per week in office

Competitive compensation based on experience and expertise, plus medical, dental and vision insurance, 401(k) with employer match, life insurance, short- and long-term disability coverage, and paid time off.


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