50 wealth management associate jobs at 17 companies in Boston, MA
2w
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Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Wealth Management Associate
Canton, Massachusetts, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microsoft Office, Microsoft Excel
1mo
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Wealth Management Associate
Middleton, Massachusetts, United States
$90k-$130k/yr OnsiteFull Time
Client-facing support for financial advisors, strong knowledge of financial products, MS Office/Excel proficiency, excellent communication, organizational and leadership skills.
MS Office, MS Excel, MS Online
1mo
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Wealth Management Associate
Middleton, Massachusetts, United States
$90k-$130k/yr OnsiteFull Time
Provide exceptional client service and support financial advisors; knowledge of financial products, strong interpersonal and writing skills, MS Excel proficiency, detail-oriented and organized.
Microsoft Excel, MS Office, MS Online
3mo
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Senior Wealth Client Management Associate
Boston, Massachusetts, United States
$80k-$90k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years in family office or wealth management, strong Microsoft Office skills, CAPCONNECT/CRM familiarity, excellent communication and problem-solving.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF, CAPCONNECT, SharePoint
3d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
6d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
3w
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely accurate client materials, learn new technology platforms, and act with a client-centric mindset; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Associate Director, Wealth Advisor
Boston, Massachusetts, United States
OnsiteFull Time
3+ YOEBachelor’s degree, Series 65 license, and 3–7 years in wealth management or related client-facing financial services. Requires relationship building, financial planning knowledge, CRM experience, communication, and follow-through.
CRM
6d
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J.P. Morgan Wealth Management - Senior Associate, Business Management
New York City or Los Angeles or Boston
$95k-$145k/yr OnsiteFull Time
4+ YOEBachelor’s degree and 4+ years of relevant sales, marketing, project management, finance, analytics, or strategy experience. Requires advanced Microsoft Office and Excel reporting skills.
Microsoft Office, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, PivotTables, VLOOKUP
2d
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2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate
Boston, Massachusetts, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time associate program for candidates with 2–5 years of experience and an advanced degree, offering product- and function-specific development and interaction with senior professionals and clients.
technology, data, design
3d
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Private Wealth Advisor Associate
Boston, Massachusetts, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree required; strong communication, analytical, problem-solving, interpersonal, collaboration, leadership, and time-management skills. SIE required before joining; Series 7, Series 66, and insurance licenses required after joining.
online assessments
6d
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
1mo
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Associate, Global Private Wealth, National Accounts - Platform Enablement
Boston, Massachusetts, United States
$100k-$110k/yr HybridFull Time
2+ YOE2+ years experience in wealth or asset management preferred; strong communication, organization, private markets knowledge, CRM/data reporting, presentation and cross‑functional coordination skills.
3mo
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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
Boston or Los Angeles or Baltimore or Chicago or New York
$77k-$214k/yr HybridFull Time
3+ YOEBachelor’s degree, 3 years of tax experience; CPA or commitment to CPA exam; strong data and advisory skills.
Data visualization, Pricing analysis, Contract review
3w
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Senior Associate, Platform Sales
Boston, Massachusetts, United States
$110k-$150k/yr HybridFull Time
3+ YOE3+ years in asset/wealth management or investment distribution; direct sales/client-facing experience; familiarity with managed accounts, model portfolios or ETFs; strong communication and organization; Series 7 and 63 required.
Salesforce
6d
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Associate Managing Director
Boston, Massachusetts, United States
$65k-$108k/yr HybridFull Time
3+ YOERelated college degree required; 3 years of investment sales experience preferred, with financial services, capital markets, wealth management, prospecting, business development, and presentation expertise.
CRM
3w
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Senior Associate, Platform Sales
Boston, Massachusetts, United States
$110k-$150k/yr HybridFull Time
3+ YOE3+ years asset/wealth management sales or distribution experience; Series 7 and 63 required; familiarity with managed accounts, model portfolios, and ETFs; strong advisor engagement and communication skills.
Salesforce
1w
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Associate Director, Global Client Solutions
Boston, Massachusetts, United States
$102k-$137k/yr OnsiteFull Time
7+ YOEBachelor's degree and 7–10 years of relevant experience in business development, client service, proposals, RFPs, consulting, financial services, or wealth management. Requires strong project management, communication, judgment, and organizational skills.
CRM, Microsoft Office
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