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Financial Services Financial Consultant

Private Wealth Associate – Canvas & Client Onboarding

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Franklin Templeton
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading global investment firm is seeking a Private Wealth Associate in Boston. The role involves managing the business development pipeline of advisor prospects and onboarding new RIA clients. Ideal candidates will have at least two years of experience in financial services, a Series 65 or the ability to obtain one within four months, and strong communication skills. The position supports a hybrid work schedule, promoting employee well-being through diverse benefits, including competitive compensation ranging from $80,000 to $90,000.
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Position Requirements
10+ Years work experience
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