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Financial Consultant

Associate Wealth Advisor: Holistic Financial Planning

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 125000 USD Yearly USD 60000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Boston is looking for an Associate Wealth Advisor to collaborate on personalized wealth strategies for clients. This role requires 4+ years of financial service experience and a Bachelor’s degree. Responsibilities include developing financial plans, managing client relationships, and assisting in investment strategies. The position offers an annual salary between $60,000 to $125,000, inclusive of potential bonuses and comprehensive benefits.
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Position Requirements
10+ Years work experience
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