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Wealth Associate Jobs in Boston, MA (NOW HIRING)

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

TIAA

Wealth Management Advisor

Cambridge, MA · Hybrid

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

Wilmington Trust

Wealth Investment Associate

Boston, MA

$34.10 - $56.83/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

TIAA

Wealth Management Advisor

Waltham, MA · On-site

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

TIAA

Wealth Management Advisor

Waltham, MA · On-site

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

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 ...

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 ...

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 ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the ...

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All JobsWealth Associate JobsWealth Associate Jobs in Boston, MA

Wealth Associate information

See Boston, MA salary details

$11

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$36

How much do wealth associate jobs pay per hour?

As of Aug 14, 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 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 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, 71% Full Time, 25% Part Time, 1% Temporary, and 2% 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.

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Adv

Goldman Sachs, Inc.

Boston, MA • On-site

Full-time

Re-posted 26 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description


Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Private Wealth Advisor, you will:
  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
  • Provide exceptional client service while maintaining the highest ethical standard in execution
  • Curate a network of intermediaries to help best serve clients across complimentary services
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:
  • Record of academic and professional achievement
  • Four plus years of private wealth management, financial services, or related professional experience
    • Prior sales, fundraising, business development or investing experience preferred
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
  • Demonstrated strong connectivity within an established network
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Exceptional client focus, business development, and relationship management skills
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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