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Wealth Associate Jobs in Boston, MA (NOW HIRING)

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 ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

$80 - $100/hr

POSITION SUMMARY 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 ...

Wilmington Trust

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 ...

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 ...

Nuveen

Wealth Management Advisor

Watertown, MA · On-site

$100 - $125/hr

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 ...

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 ...

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 ...

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 ...

TIAA

Wealth Management Advisor

Cambridge, 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 ...

Choreo

Wealth Advisor

Boston, MA

The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Boston market through CPA partner channels, referrals, and ...

TIAA

Wealth Management Advisor

Cambridge, MA · On-site

$100 - $125/hr

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 Boston, MA

Wealth Associate information

See Boston, MA salary details

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$36

How much do wealth associate jobs pay per hour?

As of Sep 8, 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.

Wealth Investment Associate

M&T Bank

Boston, MA • On-site

$34.10 - $56.83/hr

Full-time

Re-posted 4 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 188 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

Overview:

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.

Primary Responsibilities:
  • Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
  • Develop Individual Policy Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations.
  • Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews.
  • Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
  • Serve as a support associate to assigned Investment Advisor(s) as required.
  • Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Education and Experience Required:

Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated strong verbal and written communication skills

Strong presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification

#LI-LA1

#WT

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $34.10 - $56.83 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBoston, Massachusetts, United States of America

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