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Wealth Management Associate
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-01-12
Listing for:
The Strickland Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Step Into Your Future as a Wealth Management Associate – Build Relationships. Shape Financial Success.
Are you passionate about helping individuals and families grow and protect their wealth? We are looking for a proactive, detail-oriented, and client-driven Wealth Management Associate to join our dynamic team. This is your opportunity to make a meaningful impact while advancing your career in financial services.
What Makes This Role Exciting:- 💼
Client-Centered Work – Build trusted relationships while supporting financial success strategies. - 📊
Real Impact – Help manage investment portfolios, retirement plans, and estate strategies. - 📈
Career Development – Ongoing mentorship, training, and opportunities to advance into advisory roles. - 💰
Competitive Compensation – Base salary with performance-based bonuses and benefits.
- Support senior advisors in client relationship management and investment planning.
- Prepare financial plans, proposals, and client meeting materials.
- Assist with account reviews, investment research, and performance reporting.
- Act as a liaison between clients and internal departments (compliance, operations, investment teams).
- Maintain accurate client records and ensure timely follow-ups.
- Stay current with market trends, financial products, and regulatory updates.
- ✔ Strong interpersonal and communication skills
- ✔ Detail-oriented with excellent organizational abilities
- ✔ Analytical mindset with interest in financial markets and investment strategies
- ✔ Ability to manage multiple tasks in a fast-paced environment
- ✔ Experience or education in finance, economics, or business is a plus
- ✔ Licensing (Series 7/66 or willingness to obtain) is highly preferred
- ✅ Professional development & paid training
- ✅ Health, dental, and retirement benefits
- ✅ Collaborative, high-performance culture
- ✅ Clear path to growth in wealth management and advisory roles
Be the Bridge Between Wealth and Opportunity
As a Wealth Management Associate, you’ll be instrumental in delivering exceptional service and financial guidance that empowers clients to reach their goals.
👉
Apply now and take the next step in your finance career.
Position Requirements
10+ Years
work experience
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