Top 725 Associate Advisor Jobs in Boston, MA

Associate Wealth Advisor
Focus Financial Partners —Hingham, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Associate Financial Advisor
ArborStone Financial —Andover, MA
- $70,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Retirement plan
Quick Apply
Student Success Advisor
Babson College —Wellesley, MA
- $5,816 - $6,463 a month
- Full-time
- Microsoft Excel
- Addiction Medicine
- Mid-level
- Paid sick time
Senior Academic Advisor, Biology
Tufts University —Medford, MA
- $55,600 - $83,400 a year
- Weekends as needed
- Hybrid work
- Writing skills
- Public speaking
- Master's degree
Senior Academic Advisor, Psychology
Tufts University —Medford, MA
- $55,600 - $83,400 a year
- Weekends as needed
- Hybrid work
- Writing skills
- Public speaking
- University
Talent Business Advisor Senior Associate
Crowe —Boston, MA
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
10d
Assistant/Associate Co-op Coordinator
Northeastern University —Boston, MA
- $69,000 - $92,000 a year
- Full-time
- Classroom
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Senior Academic Advisor - School of Arts and Sciences
Tufts University —Medford, MA
- $55,600 - $83,400 a year
- Weekends as needed
- Hybrid work
- Writing skills
- Public speaking
- Research
Academic Advisor & Coach (Academic Counselor)
Massachusetts Bay Community College —Wellesley Hills, MA
- $73,412 - $82,095 a year
- Weekends as needed
- Spanish
- Mid-level
- 3 years
- Free parking
- Paid holidays
Associate Financial Advisor
Baystate Financial —Boston, MA
- Office
- US work authorization
- Entry level
- Health savings account
- AD&D insurance
Quick Apply
Research Associate
Quanterix —Billerica, MA
- $65,000 - $75,000 a year
- Bachelor of Science
- Travel
- Neurology
- Employee stock purchase plan
- Dental insurance
Energy Services Advisor (Business Development/Account Management)
Competitive Energy Services —Boston, MA
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
10d
Managing Associate - Financial Advisor
The Bulfinch Group —Needham, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Classroom
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Client Advisor (Full Time)
CH Carolina Herrera —Boston, MA
- From $21 an hour
- Full-time
- Spanish
- Customer service
- Merchandising
- Commuter assistance
- Health insurance
Quick Apply
4d
Automotive Service Advisor
Group 1 Automotive, Inc. —Danvers, MA
- $75,000 - $100,000 a year
- Full-time
- Dealership
- Driving
- 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d
Client Service Associate - Retirement (In-Office)
NFP Corp —Norwell, MA
- $59,000 - $78,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Wholesale Parts Advisor
Bernardi Honda Natick —Natick, MA
- $60,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Dealership
- Windows
- Paid holidays
- Health insurance
Quick Apply
Financial Services Representative / Financial Advisor
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $152,003 a year
- Full-time
- Marketing
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Full-Time Lead Sales Associate (Waltham & Natick)
Amazing Intimate Essentials —Waltham, MA
- $16 - $18 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- Maintenance
Quick Apply
10d
Account Manager - Employee Benefits (Hybrid in Norwell, MA)
NFP Corp —Norwell, MA
- $55,000 - $105,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Public speaking
- Mid-level
- Paid holidays
- Paid time off
Quick Apply

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Associate Advisor jobs near Boston, MA

Associate Wealth Advisor

Focus Financial Partners
Hingham, MA

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Job Details

$70,000 - $80,000 a year

Benefits

Work from home

Qualifications

Customer communication
Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm's strategic priorities
The ability to meet with clients in person. Some travel may be required

Qualifications

Bachelor's Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-CH1

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

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Refine Your Search

Associate Advisor jobs in Boston, MA

Associate Wealth Advisor

Associate Financial Advisor

Student Success Advisor

Senior Academic Advisor, Biology

Senior Academic Advisor, Psychology

Talent Business Advisor Senior Associate

Assistant/Associate Co-op Coordinator

Senior Academic Advisor - School of Arts and Sciences

Academic Advisor & Coach (Academic Counselor)

Associate Financial Advisor

Research Associate

Energy Services Advisor (Business Development/Account Management)

Managing Associate - Financial Advisor

Client Advisor (Full Time)

Automotive Service Advisor

Client Service Associate - Retirement (In-Office)

Wholesale Parts Advisor

Financial Services Representative / Financial Advisor

Full-Time Lead Sales Associate (Waltham & Natick)

Account Manager - Employee Benefits (Hybrid in Norwell, MA)

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