Financial Advisor Jobs in Massachusetts
Financial Advisor jobs in Massachusetts are among the most active in the country, concentrated in wealth management, retirement planning, and institutional investment services, with openings from entry-level associate advisors through senior relationship managers and branch directors. The largest hiring markets are Boston, Worcester, and Springfield, where firms like Fidelity Investments, State Street, and MassMutual maintain deep, ongoing hiring pipelines. The most in-demand specialties are fee-based financial planning, 401(k) and defined-benefit plan advising, and high-net-worth client management. Find a role that fits below and apply directly.
Find Financial Advisor JobsOverview
Open roles36
Top employerBank of America
Top cityBoston, MA
Cities hiring23
Work type69% On-site
Top industryStaffing
Showing 5 of 36+ Financial Advisor jobs
Financial Advisor Relationship Manager - Planner
We won't show you this job again
Added 2d ago
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago
Financial Advisor
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Added 5d ago
Alera Group
Financial Advisor
Needham, Massachusetts
Added 5d ago
Financial Solutions Advisor Registration Candidate - Northern MA Market
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Added 1w ago
Bank of America
Financial Solutions Advisor Registration Candidate - Northern MA Market
Wilmington, Massachusetts
Added 1w ago
Associate Financial Advisor, Rockdale Ave, New Bedford, MA
We won't show you this job again
Added 1w ago
Santander
Associate Financial Advisor, Rockdale Ave, New Bedford, MA
New Bedford, Massachusetts
Added 1w ago
Financial Solutions Advisor Registration Candidate - Boston West Market
We won't show you this job again
Added 1w ago
Bank of America
Financial Solutions Advisor Registration Candidate - Boston West Market
Waltham, Massachusetts
Added 1w ago
Added 2d ago
Financial Advisor Relationship Manager - Planner
CAPTRUST·Boston, Massachusetts
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
501-1,000 employees
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago501-1,000 employees
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
See All 36 Financial Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Boston
7 jobsNeedham
3 jobsNewton
2 jobsWaltham
2 jobsBurlington
2 jobsSpringfield
2 jobsWestborough
2 jobsDedham
1 jobAndover
1 jobHanover
1 jobHingham
1 jobHolyoke
1 jobMilford
1 jobPeabody
1 jobRockland
1 jobBraintree
1 jobLittleton
1 jobWorcester
1 jobGreenfield
1 jobSwampscott
1 jobWilmington
1 jobNew Bedford
1 jobNeedham Heights
1 jobFinancial Advisor Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
- Insurance
- Banking & Financial Services
- Investment & Asset Management
What Massachusetts Employers Look For
The qualifications that appear most often in financial advisor jobs across Massachusetts.
- Active FINRA Series 65 or Series 66 license or Massachusetts-recognized equivalent required
- Bachelor's degree in finance, economics, business, or a closely related field preferred
- Experience building and managing a client book within a regulated advisory environment
- CFP designation or active progress toward certification strongly preferred by most firms
- Proficiency with financial planning platforms such as eMoney, MoneyGuidePro, or Salesforce
- Strong written and verbal communication skills for presenting plans to individual and institutional clients
Financial Advisor Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial advisor in Massachusetts?
To become a financial advisor in Massachusetts, you need to pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 and Series 66 combination if you plan to sell securities through a broker-dealer. Registration is overseen by the Massachusetts Securities Division within the Office of the Secretary of the Commonwealth. Most employers also expect a bachelor's degree in finance, economics, or a related field before hiring.
Which companies hire financial advisors in Massachusetts?
Employers hiring financial advisors in Massachusetts right now include Bank of America, Santander, and Northwestern Mutual, based on current listings on Migrate Mate as of November 2026. Massachusetts's concentration of major insurers, asset managers, and regional banks means hiring tends to be consistent year-round rather than seasonal.
Which Massachusetts cities have the most financial advisor jobs?
Boston, Needham, and Newton have the most financial advisor openings in Massachusetts. Boston drives the largest share of demand given its density of asset management firms, insurance headquarters like MassMutual, and large financial institutions, while Worcester and Springfield generate steady openings through regional banks, credit unions, and independent advisory practices serving central and western Massachusetts communities.
Are there remote financial advisor jobs in Massachusetts?
Yes, and more than many client-facing roles. About 31% of financial advisor openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting how much of the planning and advisory work can be done through video meetings and digital financial platforms. The roles most likely to be fully remote are fee-only financial planners and those serving existing client books rather than building new ones.
How can I get hired as a financial advisor in Massachusetts with little or no experience?
The most realistic entry path is joining a structured training program at a large firm that hires candidates without an existing client book. Fidelity Investments, MassMutual, and regional banks like Eastern Bank and Rockland Trust run associate advisor or financial representative programs designed for new graduates. Roles such as client service associate, financial planning analyst, or banking relationship banker are common lateral entry points. Having your Series 65 license completed before you apply gives you a clear edge over other candidates.
Where can I find and apply to financial advisor jobs in Massachusetts?
You can find and apply to financial advisor jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings from employers actively hiring in the state. Find a role that fits and apply directly through the listing.
See All 36 Financial Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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