Top 83 Wealth management advisor Jobs in Cambridge, Ma

VP/Wealth Advisor
AllianceBernstein —Boston, MA
- $175,000 - $200,000 a year
- Full-time
- Senior level
- Communication skills
Vice President, Fiduciary
BNY —Boston, MA
- Full-time
- 6 years
- Office
- Business development
Financial Advisor
Armstrong Advisory Group —Needham Heights, MA
- $70,000 - $110,000 a year
- 8 hour shift
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
10d
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
Interim Fiduciary Trust Officer
Beacon Hill Staffing Group —Medfield, MA
- $35 - $43 an hour
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
4d
Wealth Management Advisor (Boston, MA)
TIAA —Boston, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston
Goldman Sachs —Boston, MA
- $85,000 - $160,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Boston, MA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston
Goldman Sachs —Boston, MA
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Wealth Consultant
Voya Financial —Boston, MA
- $106,180 - $132,720 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Senior Wealth Financial Planner
CAPTRUST —Boston, MA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
5d
Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Goldman Sachs —Boston, MA
- $60,000 - $115,000 a year
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Wealth Planning Associate
Royal Bank of Canada —Boston, MA
- $60,500 - $104,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
Executive Wealth Services Advisor
Bank of America —Boston, MA
- $177,000 - $300,000 a year
- Full-time
- Microsoft Excel
- CPA
- Customer service
13d
Wealth Management Advisor
TIAA —Waltham, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Advisor
Aprio —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
3d
2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Boston, MA
- Full-time
- Mid-level
- 2 years
1d

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wealth management advisor jobs near cambridge, ma

VP/Wealth Advisor

AllianceBernstein -
Boston, MA

Apply Now

Job Details

Full-time
$175,000 - $200,000 a year

Qualifications

Portfolio management advisory services
Investment client management
Financial goal setting advisory services
Community relationship building
Relationship building in financial sales
Senior level
Communication skills

Full Job Description

What You’ll Do:

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.

What We’re Looking For:

What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:

Entrepreneurial Spirit
Intellectual Curiosity
High Emotional Quotient ("EQ")
Determination and Relentless Drive for Success
Spirit of Generosity in Working With and Within Their Community
Excellent Interpersonal and Communication Skills
Structure and Discipline

...and the following qualifications:

An existing network that can be continuously cultivated and expanded within the community
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
Comfortable interacting with individuals of significant wealth
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
Trustworthiness and personal integrity that is beyond reproach
Strong academic credentials
A passion for investing and for people

Who We Are:

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

What We Stand For:

TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model.

INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.

TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.

EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly.

COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.

RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.

Our Market-Leading Training Program:

We do not take our success for granted. The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $175,000 - $200,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.

For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla

Boston, MA

Apply Now

Refine Your Search

wealth management advisor jobs in cambridge, ma

VP/Wealth Advisor

Vice President, Fiduciary

Financial Advisor

Financial Advisor

Wealth Management Trainee (MA)

Trust Officer

Interim Fiduciary Trust Officer

Interim Fiduciary Trust Officer

Wealth Management Advisor (Boston, MA)

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston

Senior Wealth Advisor

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston

Wealth Consultant

Senior Wealth Financial Planner

Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston

Wealth Planning Associate

Executive Wealth Services Advisor

Wealth Management Advisor

Wealth Advisor

2027 | Americas | Boston | Wealth Management, Private Wealth Management | New Associate

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