Top 20 Registered client associate Jobs in Boston Ma

Financial Paraplanner / Planning Associate
Stonehearth Capital Management —Danvers, MA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- Office
- Profit sharing
- Health insurance
Quick Apply
3d
Client Service Associate
Armstrong Advisory Group —Needham, MA
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
9d
Wealth Management Associate
The Moody Street Group, LLC —Auburndale, MA
- $40,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Office
- Health insurance
- Dental insurance
Registered Client Service Associate
Ameriprise Financial —Hingham, MA
- $64,100 - $88,100 a year
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)
Associate Advisor
Allworth Financial —Lynnfield, MA
- $75,000 - $90,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health savings account
- Paid holidays
2d
Associate Financial Planner
Colman Knight Advisory Group, LLC —Acton, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Wealth Planning Associate
Ballentine Partners, LLC —Boston, MA
- $75,000 - $105,000 a year
- Full-time
- Data analysis skills
- Research
- Office
- Paid parental leave
- Disability insurance
Quick Apply
2d
Wealth Management Associate
Morgan Stanley —Boston, MA
- $58,000 - $115,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Client Service Associate
Morgan Stanley —Middleton, MA
- $15.00 - $40.87 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Wealth Management Wealth Management Associate
Morgan Stanley —Boston, MA
- $68,000 - $120,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Morgan Stanley —Boston, MA
- $60,000 - $90,000 a year
- Hybrid work
- Marketing
- Mid-level
- Office
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Boston, MA
- $31,200 - $90,000 a year
- Writing skills
- Mid-level
- Office
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
Registered Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc. —Boston, MA
- $60,000 - $65,000 a year
- Full-time
- 5 years
- Organizational skills
- Senior level
Quick Apply
Senior Wealth Strategist - PNC Private Bank
PNC Financial Services Group —Boston, MA
- $80,000 - $284,050 a year
- Full-time
- Customer service
- Research
- Office
- Wellness program
- Health savings account
Accelerated Path to Management Program
New York Life - John Judkins —Boston, MA
- $80,000 - $125,000 a year
- Full-time
- Spanish
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Trust Officer
MassMutual —Boston, MA
- $90,500 - $118,700 a year
- Background check
- 3 years
- High school diploma or GED
- Commuter assistance
- Paid holidays

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Check out jobs in cities near your current location, Columbus

Financial Advisor - PNC Wealth Management
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In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Financial Paraplanner / Planning Associate

Stonehearth Capital Management
Danvers, MA

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year
3 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
401(k) 4% Match
Work from home
Parental leave
Vision insurance
401(k) matching

Qualifications

Teamwork
Microsoft Office
High school diploma or GED
Bachelor's degree
Client services
Financial services

Full Job Description

Financial Paraplanner / Planning Associate

Stonehearth Capital Management | Danvers, MA | Hybrid Optional

About Stonehearth Capital Management

Stonehearth Capital Management (SCM) is a fiduciary Registered Investment Advisor based in Danvers, Massachusetts. We help families make thoughtful financial decisions around retirement, investments, taxes, estate planning, charitable giving, and major life transitions.

We're a small, close-knit team, and many of us have worked together for the better part of a decade or longer. That longevity reflects something we value highly: we genuinely enjoy working together and take pride in the work we do for our clients.

We put our clients' interests first — always — and have built our reputation around long-term relationships, referrals, and exceptional service. That commitment is reflected in our 5.0-star Google rating across more than 120 client reviews.

We're looking for someone who shares that client-first mindset and wants to build a long-term career in financial planning.

The Role

As a Financial Paraplanner / Planning Associate, you'll work closely with our financial advisors and client-service team to support the planning, implementation, and ongoing service work that helps keep our clients on track toward their goals.

This is a hands-on, client-facing role. You'll work on financial plans, help prepare for client meetings, coordinate implementation of recommendations, answer client calls and emails, and serve as an important day-to-day contact for the clients of the advisors you support.

This is not simply an administrative position. You'll gain direct exposure to comprehensive financial planning and work alongside experienced advisors while progressively taking on greater responsibility as your skills and knowledge develop.

For the right person, this role offers a meaningful career path within Stonehearth. That may include progression into more advanced financial-planning responsibilities and, for someone interested in becoming a financial advisor, the opportunity to eventually work directly with clients of their own.

What You'll Do

Financial Planning & Advisor Support

Build, update, and maintain comprehensive financial plans using eMoney Advisor
Prepare for client meetings by gathering information, updating planning analyses, preparing materials, and identifying outstanding planning items
Assist advisors with retirement planning, cash-flow analysis, tax planning, estate planning, charitable strategies, insurance analysis, and other financial-planning needs
Support estate-planning document preparation through EncorEstate Plans
Coordinate implementation of recommendations and track client action items following meetings
Assist with prospective-client planning, preparation, and follow-up
Work closely with advisors to understand the reasoning behind recommendations and progressively take ownership of planning and implementation responsibilities

Client Communication & Service

Serve as a primary day-to-day service contact for clients of the advisors you support
Answer incoming client calls and respond to client emails throughout the day, helping resolve routine service needs and directing planning or advisory questions to the appropriate advisor
Greet clients when they arrive at the office and help ensure they have a welcoming, professional experience
Provide phone and client service coverage for other advisory teams when teammates are unavailable
Coordinate client account transfers, distributions, contributions, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and other service requests
Work with custodians and other financial service providers to resolve client needs
Draft client correspondence and help ensure requests are completed accurately and promptly
Track implementation of financial planning recommendations through completion

CRM, Workflow & Technology

Maintain accurate client information and activity records in Redtail CRM
Create, monitor, and complete workflows and follow-up activities
Coordinate client meeting scheduling and advisor follow-up
Help maintain strong data integrity and consistent internal processes
Look for opportunities to improve workflows, client service, and team efficiency
Use technology and AI tools thoughtfully to streamline repetitive work, improve accuracy, and enhance the client experience
Help oversee recurring client service workflows using technology and automation where appropriate

Team Support

As part of a small, collaborative firm, you'll also help provide coverage across the team when needed, including assisting clients of other advisory teams when colleagues are unavailable.

What We're Looking For

1–3+ years of experience in financial planning, wealth management, financial services, or a related client service role preferred
Bachelor's degree preferred, or equivalent relevant professional experience
FPQP® designation preferred, or willingness to obtain it with our support
Genuine interest in financial planning and a desire to continue developing professionally
Strong analytical and problem-solving ability
Exceptional attention to detail and follow-through
Strong organizational and communication skills
A client-first mindset and genuine enjoyment of helping people
Comfortable speaking with clients by phone, email, and in person
Able to shift effectively between focused planning work and incoming client-service needs throughout the day
Comfortable taking ownership of responsibilities while also working collaboratively within a small team
Comfortable learning and using technology, including AI tools, to improve planning, client service, and operational workflows
Experience with Redtail, Orion, eMoney Advisor, EncorEstate Plans, Schwab, and Microsoft 365 is helpful but not required

Why Stonehearth

We're large enough to provide sophisticated financial planning and investment management, but small enough that your work will be visible, your ideas will matter, and you'll have the opportunity to learn directly from experienced professionals.

We offer:

Base salary: $65,000–$80,000, commensurate with experience
Health insurance: eligible after 3 months
401(k): 4% employer match, eligible after 3 months
Profit-sharing: profit-sharing opportunities
Phantom stock plan: a long-term incentive providing participation in the firm's success after 5 years with SCM
Flexible hybrid schedule: team members may work from home on Mondays and Fridays, with Tuesday through Thursday in our Danvers office. Those who prefer to work in the office five days a week are welcome to do so.
Paid time off
Support for professional development and industry designations
Increasing responsibility as your knowledge and skills develop
Periodic review of your role, responsibilities, and compensation as you progress
A genuine path toward more advanced financial-planning responsibilities and, for candidates interested in that path, a future advisor role

Most importantly, we're looking for someone who wants to become an important long-term member of our team rather than simply fill a position.

How to Apply

Please submit your resume along with a brief cover letter through the Indeed portal or by e-mailing Amanda Sylvia at [email protected].

Rather than sending us a generic cover letter, we'd like to learn a little about you. Tell us what interests you about financial planning, what you're looking for in your next role, and why you think you would be a good fit for a small, client-focused firm like Stonehearth Capital Management.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Health insurance
Paid time off
Parental leave
Vision insurance

Work Location: Hybrid remote in Danvers, MA 01923

Quick Apply

Refine Your Search

registered client associate jobs in boston ma

Financial Paraplanner / Planning Associate

Client Service Associate

Wealth Management Associate

Registered Client Service Associate

Associate Advisor

Associate Financial Planner

Wealth Planning Associate

Wealth Management Associate

Client Service Associate

Private Wealth Management Wealth Management Associate

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Private Wealth Management Registered Client Service Associate

Financial Services Representative / Financial Advisor

Registered Client Service Associate (Boston, MA)

Senior Wealth Strategist - PNC Private Bank

Accelerated Path to Management Program

Trust Officer

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