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.
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Estate & Retirement Financial Advisor
Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential
Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.
This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments.
What You Get
- Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
- No marketing costs — we handle lead generation
- Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
- Streamlined process — minimal paperwork headaches
- Access to top carriers — annuity, insurance, and retirement income solutions
- Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business
Income Potential
- Commission-based — not a guaranteed salary
- Typical earnings: $150K–$300K
- Top producers: $300K+
- Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
- Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
- Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
- Close business and maintain client relationships
- Work alongside a dedicated Case Manager and Appointment Setter
Requirements
- Active Health & Life license (required)
- Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
- Familiarity with Roth conversions and retirement income planning
- Proven sales experience with a consultative, needs-based approach
- Clean U4 (if currently registered)
- Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed
If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.
This is a 1099 independent contractor position.
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Find Financial Advisor JobsFinancial Advisor Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Advisor Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual13
- Bank of America5
- Jobot3
- Openbank Deutschland AG3
- TD2
Top Industries Hiring
- Staffing & Recruiting
- Banking & Financial Services
- Insurance
- Manufacturing
- Technology & Software
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 Northwestern Mutual, Bank of America, and Jobot, based on current listings on Migrate Mate as of September 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, Westborough, and Hingham 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 20% of financial advisor openings tied to Massachusetts are remote or hybrid as of September 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 47 Financial Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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