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Wealth Advisor Associate: Custom Financial Planning

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: ECG Resources
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Boston is seeking an experienced Associate Wealth Advisor to develop and present comprehensive financial plans tailored for clients. This role involves managing client relationships, utilizing financial planning software, and supporting the advisory team in business development initiatives. The ideal candidate will hold a Bachelor's Degree, possess 4+ years in financial services, and demonstrate expertise in investment strategies and tax planning.

A CFP® designation is preferred. Competitive compensation and benefits offered.
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Position Requirements
10+ Years work experience
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