Top 27 Wealth management Jobs in Worcester, Ma

Financial Advisor
TPM Placement —Worcester, MA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Worcester, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Associate
Morgan Stanley —Worcester, MA
- $68,000 - $120,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA
JPMorganChase —Framingham, MA
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planner
Integrated Financial Partners —Worcester, MA
- From $80,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA
JPMorganChase —Wayland, MA
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planner
NYL - Boston —Westborough, MA
- $80,000 - $150,000 a year
- Computer literacy
- Finance
- Math
- Disability insurance
- Health insurance
Quick Apply
Private Client Relationship Manager
Citizens Financial Group —Franklin, MA
- $83,000 - $104,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Trust Administrator
Fletcher Tilton P.C. —Worcester, MA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Financial Services Advisor
Baystate Financial —Southborough, MA
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
CCR Wealth Management —Westborough, MA
- $100,000 - $150,000 a year
- Urgently hiring
- 5 years
- Business development
- Bachelor's degree
Quick Apply
CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT
Citizens Financial Group —Chestnut Hill Meeting House, MA
- $25.00 - $26.50 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Financial Advisor

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$100,000 - $125,000 a year

Benefits

Paid training
Health insurance
401(k)
401(k) matching
Retirement plan

Qualifications

Investment
Customer communication
Wealth management
Financial client presentations
Research
Series 7
Bachelor's degree
Data interpretation
Financial services
Productivity software
Series 65
Experience practicing in the securities industry

Full Job Description

Financial Advisor

Location: Worcester, MA

Compensation: $100,000 to $125,000 + bonus

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families and institutions. As a close knit team, we foster a culture where our employee contributions matter, ideas are valued and work directly supports the success of our clients and team.

We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our client’s fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are looking for a highly motivated Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions. There is tremendous room for growth for the right candidate! A successful candidate will value building meaningful relationships with clients and assisting them in their financial investment needs.

Some of the top qualities that we seek in new team members include:

A sincere commitment to both client and team success
Reliability, integrity, and resilience
Exceptional communication skills, both written and verbal
Detail oriented
Strong communication skills
Autonomous self-starter
Excellent interpersonal skills
Careful listening skills
Comfortable working in a fast-paced, feedback-driven environment
Professional demeanor and a team player

As an Financial Advisor, you will nurture our strong and consistent referral streams and service our existing clients while deepening those relationships. You will support the discovery and onboarding process, prepare for and participate in client meetings, provide clear and actionable advice in line with our firm’s mission, follow up on any action items and take ownership to manage client expectations and deliverables.

In your new role, you can expect to:

Monitor and cultivate incoming warm leads from our highly productive referral networks.
Conduct periodic reviews, track changes in client’s financial situations, analyze plan performance, and recommend strategy adjustments.
Assist lead advisors by conducting client research and preparing for meetings.
Deliver an exceptional client experience and build deep client relationships.
Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives.
Interview clients to assess income, expenses, risk tolerance, and goals.
Prepare financial plans and coordinate with the investment committee.
An interest in investment strategy is welcomed, though this role is not responsible for making investment decisions.
Adhere to regulatory standards and the firm’s compliance policies, maintaining high ethical standards and client confidentiality.
Work closely with the client service team and participate in coaching from lead advisors to develop client acquisition and advisory skills.
Schedule client appointments, address client inquiries and handle follow-up tasks.

Qualifications for this role include:

Bachelor's Degree from an accredited college or university
Series 66 or 65 required, CFP or CFA a plus
3-8 years in a similar role
Proficiency with computer programs, including Microsoft Office Suite
Familiarity with Schwab, Advyzon, and RightCapital is a plus
Strong analytical skills
Exceptional listening, verbal, and written communication skills
Ability to manage multiple projects and deadlines, with keen attention to detail
Comfortable with presentations and client-facing interactions

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Pay: $100,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid training
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 4 years (Required)
Financial services: 4 years (Required)

License/Certification:

Series 7 (Required)
CFP (Preferred)
Series 65 (Required)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

Refine Your Search

wealth management jobs in worcester, ma

Financial Advisor

Wealth Management Trainee (MA)

Wealth Management Associate

Registered Wealth Management Client Associate

J.P. Morgan Wealth Management - Private Client Advisor - Framingham, MA

Financial Planner

J.P. Morgan Wealth Management - Private Client Advisor - Wayland, MA

Financial Planner

Private Client Relationship Manager

Trust Administrator

Financial Services Advisor

Financial Advisor

CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT

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