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Wealth Management Associate Jobs in Boston, MA (NOW HIRING)

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 ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

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 ...

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 ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Boston, MA

Wealth Management Associate information

See Boston, MA salary details

$11

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How much do wealth management associate jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Boston, MA? The most popular types of Wealth Management jobs in Boston, MA are:
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What job categories do people searching Wealth Management Associate jobs in Boston, MA look for? The top searched job categories for Wealth Management Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Wealth Management Associate jobs? Cities near Boston, MA with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Boston, MA as of July 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 83% In-person, 6% Hybrid, and 11% Remote job distribution, with an average salary of $44,897 per year, or $21.6 per hour.

Wealth Management Associate

Texas State Library and Archives Commision

Boston, MA • On-site

$260K - $365K/yr

Contractor

Re-posted 8 hours ago

Job description

Job Title: Experienced Wealth Management Associate
Firm: Client (Multi-Family Office / Wealth Management Practice)
Location: Boston, MA (Hybrid)
Employment Type: Full-Time
Compensation Range: $260,000 - $365,000 annually
Vendor Fee: Fixed Fee - $5000
180 days guarantee period
Position Overview
Client Wealth is seeking an Experienced Wealth Management Associate to join its highly regarded, fully integrated multi-family office practice. With over 100 years of history, Client Wealth provides sophisticated, personalized advice to ultra-high-net-worth individuals and families across estate planning, tax strategy, philanthropy, trust administration, and investment management.
This role offers the opportunity to work closely with some of the world's wealthiest families, collaborating with in-house investment advisors and trust administration professionals to deliver comprehensive, tailored wealth planning solutions.
Key Responsibilities
  • Focus on complex estate planning and gift and estate tax analysis for ultra-high-net-worth clients.
  • Advise families on a wide range of sophisticated wealth planning matters, including:
    • Developing long-term estate planning strategies
    • Drafting estate planning documents
    • Advising on lifetime gifting strategies
    • Managing estate and trust administration matters
    • Assisting with planning for family businesses and charitable organizations
  • Collaborate closely with in-house investment management and trust administration teams to deliver integrated client solutions.
  • Provide thoughtful, practical advice while maintaining the highest level of client service and professional judgment.
  • Manage client matters independently while contributing to a collaborative team environment.
Qualifications
  • 3+ years of experience focused on sophisticated estate planning and gift and estate tax analysis.
  • Demonstrated experience working with ultra-high-net-worth individuals and families.
  • Strong tax knowledge and estate planning drafting skills.
  • Excellent professional judgment and attention to detail.
  • Proactive, client service-oriented, and capable of working independently.
  • Strong communication and interpersonal skills.
Work Schedule & Environment
  • Hybrid work model with a requirement of at least four days per week in the office.
  • Schedule subject to change based on firm, department, and client needs.
Work Authorization
  • Must be legally authorized to work in the United States without current or future employer sponsorship.
Compensation & Benefits
  • Market-based compensation aligned with attorney level and experience.
  • The anticipated salary range for this role is $260,000 - $365,000, excluding bonus compensation and a generous benefits package.
  • Actual compensation will be determined based on job-related, non-discriminatory factors, including:
    • Qualifications and prior experience
    • Attorney level placement
    • External market data
    • Internal equity considerations
    • On-track or off-track role designation
About the Firm
Client is one of the nation's premier law firms, offering a distinctive BigLaw model with all attorneys based in a single Boston office. The firm focuses on select practice areas where it operates at the highest level nationally and internationally, representing clients in their most complex and high-stakes matters.

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