Job Description

Associate Financial Advisor — Boutique RIA (Greater Boston Area)

Step into a client-first financial advisory team renowned for its collaborative spirit, robust mentorship, and decades-long reputation for excellence. As an Associate Financial Advisor, you’ll play a pivotal role in elevating the client experience—serving as a trusted partner for individuals and families in all stages of retirement and financial planning. You’ll enjoy daily variety, meaningful client connections, and the opportunity to grow your expertise within a supportive, high-integrity environment.

This is a full-time, on-site position serving clients from conveniently located offices in Braintree and Burlington, MA.

What You’ll Do:

• Deliver tailored financial planning and retirement strategies, supporting clients on their journey to financial confidence and peace of mind.
• Be the critical point of contact—managing service requests, preparing for and participating in advisory meetings, and ensuring every client feels valued and informed.
• Contribute to the seamless operation of the advisory team by managing client communications, maintaining detailed records, and assisting with investment management and plan implementation.
• Foster long-term client trust with attentive care, confidentiality, and a warm, approachable presence.

What You Bring:

• Series 65 License and a degree in Finance, Economics, Business, or a related field.
• Experience in client service, operations, or financial services, and a genuine passion for helping others.
• Exceptional communication—written and verbal—plus proven organizational skills and tech proficiency (CRM, Microsoft Office).
• Strong finance and investment acumen, sound analytical judgment, and creative problem-solving ability.
• A commitment to professionalism, confidentiality, and building lasting client relationships.
• Team player who thrives in a collaborative, fast-paced setting and takes pride in making a real impact on client outcomes.

Why Join?

• Accelerate your career path in wealth management, supported by mentorship from respected industry professionals.
• Make a daily difference in clients’ lives with your empathy, expertise, and dedication.
• Grow with a close-knit team that puts people—clients and colleagues—first.

If you’re motivated to advance your advisory career while making a genuine difference in the community, come join a team where your care and expertise will shine.

Job Tags

Similar Jobs