Client Advisor Jobs in Massachusetts

Client Advisor jobs in Massachusetts concentrate heavily in financial services, wealth management, and private banking, with strong demand across insurance and luxury retail as well. Boston, Cambridge, and Worcester are the largest hiring metros, anchored by employers like Fidelity Investments, State Street, and John Hancock that consistently maintain large client-facing teams. The most in-demand specializations are high-net-worth portfolio advising, commercial banking relationships, and employee benefits consulting. Find a role that fits below and apply directly.

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Overview

Open roles32
Top employerJPMorganChase
Top cityBoston, MA
Cities hiring10
Work type92% On-site
Top industryFintech

Showing 5 of 32+ Client Advisor jobs

Gucci
GUCCI Senior Client Advisor | Boston Saks
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Gucci
Added 4d ago
GUCCI Senior Client Advisor | Boston Saks
Gucci
Boston, Massachusetts
Business Development
Events & Tourism
Executive Leadership & C-Suite
Project Management
Bachelor's degree
5,001-10,000

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LifeCare Advocates
Senior Client Relations Advisor
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LifeCare Advocates
Added 5d ago
Senior Client Relations Advisor
LifeCare Advocates
Massachusetts
Business Operations
Compensation & Benefits
Human Resources (HR) — Generalist
Hybrid

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Boston, MA
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JPMorganChase
Added 1w ago
J.P. Morgan Wealth Management - Private Client Advisor - Boston, MA
JPMorganChase
Boston, Massachusetts
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

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V
Client Advisor - Fine Jewelry
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V
Added 1w ago
Client Advisor - Fine Jewelry
Verigold
Boston, Massachusetts
Business Operations
Compensation & Benefits
Human Resources (HR) — Generalist
$55k - $65k/yr
On-Site

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Ganni
Part-Time Client Advisor, Newbury St., Boston
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Ganni
Added 2w ago
Part-Time Client Advisor, Newbury St., Boston
Ganni
Boston, Massachusetts
Customer Service
Retail Banking & Branch Management
Sales

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See All 32 Client Advisor Jobs in Massachusetts

Find roles in Massachusetts that match your experience and apply in just a few clicks.

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Client Advisor Jobs by City in Massachusetts

Where Massachusetts roles are concentrated, by current openings.

Boston
18 jobs
Springfield
4 jobs
Reading
2 jobs
Malden
1 job
Natick
1 job
Wayland
1 job
Framingham
1 job
Marlborough
1 job
Newton Center
1 job

Client Advisor Job Market in Massachusetts

A snapshot from current Massachusetts openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase12
  • Ganni
    Ganni2
  • Gucci
    Gucci2
  • TAG Heuer
    TAG Heuer2
  • Tiffany &
    Tiffany &2

Top Industries Hiring

  • Fintech
  • Banking & Financial Services
  • Investment & Asset Management

What Massachusetts Employers Look For

The qualifications that appear most often in client advisor jobs across Massachusetts.

  • FINRA Series 7 or Series 65 license registered in Massachusetts where the role involves securities
  • Bachelor's degree in finance, business, economics, or a related field
  • Two or more years of client-facing experience in financial services or wealth management
  • Demonstrated ability to manage and grow a portfolio of individual or institutional accounts
  • Proficiency with CRM platforms such as Salesforce or similar client management tools
  • Strong written and verbal communication skills for presenting recommendations to clients

Client Advisor Jobs in Massachusetts: Frequently Asked Questions

How do you become a client advisor in Massachusetts?

Most client advisor roles in Massachusetts require a bachelor's degree in finance, business, or economics combined with relevant FINRA licensure. For positions involving investment products or securities, you will need to pass the Series 7 and Series 66 exams, with registration maintained through FINRA and compliant with Massachusetts Securities Division oversight. Roles in insurance-linked advising additionally require a Massachusetts Life and Health producer license issued by the Division of Insurance.

Which companies hire client advisors in Massachusetts?

Massachusetts client advisor roles are posted by JPMorganChase, Ganni, and Gucci and others right now, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of asset managers, regional banks, and insurance carriers means openings appear across a wide range of firm sizes, from national institutions to independent advisory practices headquartered in Greater Boston.

Which Massachusetts cities have the most client advisor jobs?

Boston, Springfield, and Reading have the most client advisor openings in Massachusetts. Boston dominates because it is home to major asset managers, investment banks, and insurance headquarters, while suburban hubs like Worcester attract regional bank branches and mid-size advisory firms that serve central Massachusetts's growing professional population.

Are there remote client advisor jobs in Massachusetts?

Yes, but they are less common than in purely analytical roles because client advisory work often requires in-person relationship building and licensed activity tied to a registered office. About 8% of client advisor openings tied to Massachusetts are remote or hybrid as of September 2026, reflecting the industry's gradual shift toward flexible models. Portfolio review, onboarding calls, and ongoing client check-ins are the functions most frequently handled remotely.

How can I get hired as a client advisor in Massachusetts with little or no experience?

The most realistic entry path is a client associate or service advisor role at a Boston-area wealth management firm or regional bank, where you support senior advisors while studying for your FINRA licenses. Fidelity Investments and State Street both run structured rotational and new-graduate programs in Massachusetts that place candidates into client-facing tracks without prior advisory experience. A completed Series 65 exam or a Massachusetts Life and Health producer license, even before being hired, signals seriousness and accelerates the process considerably.

Where can I find and apply to client advisor jobs in Massachusetts?

You can find and apply to client advisor jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across financial services, insurance, wealth management, and related sectors. Search the available roles, find positions that match your background and preferred location, and apply directly to each one.

See All 32 Client Advisor Jobs in Massachusetts

Find roles in Massachusetts that match your experience and apply in just a few clicks.

Find Client Advisor Jobs