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Wealth Management Financial Services

Wealth Management Operations Associate

Job in Dudley, Worcester County, Massachusetts, 01571, USA
Listing for: Nichols College
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A wealth management firm in Dudley, MA is seeking a detail-oriented Wealth Management Associate. This role involves preparing client materials, managing client operations, and providing investment support to enhance the client experience. Ideal candidates will have a bachelor’s degree in Finance or Economics, strong organizational skills, and may possess the Series 65 license. Join a high standards team to build a strong foundation in financial operations and wealth management.

Competitive applications require both a resume and a cover letter.
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Position Requirements
10+ Years work experience
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