Financial Consultant Jobs in Massachusetts
Financial Consultant jobs in Massachusetts are among the most active in the country, concentrated in wealth management, corporate financial planning, and insurance advisory, with openings at every level from entry-level associate through senior principal. Boston, Worcester, and Springfield anchor the hiring market, where firms like Fidelity Investments, MFS Investment Management, and State Street maintain large and enduring financial services workforces. The most in-demand specializations are retirement planning, portfolio advisory, and tax-efficient investment strategy. Find a role that fits below and apply directly.
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INTRODUCTION
Galatea Associates is seeking an Entry-Level Financial Software Consultant to join our growing team! This role offers the opportunity to build your technical and consulting skills while working on real-world projects for clients across the financial services industry. You will learn from experienced Galateans, work directly with clients and teammates to solve business and technical problems. At Galatea, we value collaboration, ownership, and open communication. We encourage teammates to ask questions, share ideas, and learn from each other.
ROLE AND RESPONSIBILITIES
General Responsibilities
- Understand the Business - Learn how our clients’ systems and processes work and how they support business goals.
- Analyze & Solve Problems - Investigate issues, analyze information, and develop practical solutions to technical and business problems.
- Work with Clients & Teammates - Collaborate with client stakeholders and teammates to refine requirements, gather information, and communicate progress.
- Apply Technical Skills - Use your technical knowledge to build, test, analyze, and improve solutions across different technologies and environments.
- Own Your Work - Take responsibility for your work from initial analysis and design through testing and delivery.
- Build Financial Knowledge - Develop an understanding of finance, capital markets, and the businesses our clients support.
- Grow as a Consultant - Learn from experienced Galateans, seek feedback, and develop the skills needed to work effectively with clients and teammates.
A look into your First Project
Project assignments may change based on client needs. Below is an example of a project you may be involved in. Galatea has been engaged by a client to streamline conversion processes on a modern technology platform by developing automation capabilities that improve validation, increase efficiency, and reduce end-to-end processing times.
ABOUT YOU
- Curiosity & Initiative - Eagerness to learn, ask questions, and take initiative when faced with new problems.
- Communication & Collaboration - Strong written and verbal communication skills and an ability to work effectively with teammates, clients, and other stakeholders.
- Adaptability - Comfort learning new technologies, navigating unfamiliar environments, and adjusting to changing priorities and business needs.
- Technical Foundation - Must have already earned at least a Bachelor's degree in Computer Science, Math, Engineering, or a related field.
- Financial Curiosity - Interest in learning about finance, capital markets, and the businesses our clients support.
BENEFITS
- Medical, dental, and vision insurance
- Retirement plan with a competitive company contribution
- Generous paid time off and parental leave
- Disability and life insurance
- Lifestyle benefits stipend
- Cell phone reimbursement
COMPENSATION
- Recent Graduate (Bachelor’s Degree) — $95K base plus a $5K bonus after one year of employment
- Recent Graduate (Master’s Degree) — $100K base plus a $5K bonus after one year of employment
Galatea is seeking candidates who have completed a minimum of a bachelor's degree and are available to start in the near term. Candidates must be willing to work fully in the office based on their client assignment. Travel to client offices may also be required.
For recruiting purposes, this position is described as an Entry-Level Financial Software Consultant. While this description reflects the responsibilities and level of the position, Galatea does not use formal job titles or levels internally. Employees are designated as "Associates" regardless of their role or level of responsibility.
INTRODUCTION
Galatea Associates is seeking an Entry-Level Financial Software Consultant to join our growing team! This role offers the opportunity to build your technical and consulting skills while working on real-world projects for clients across the financial services industry. You will learn from experienced Galateans, work directly with clients and teammates to solve business and technical problems. At Galatea, we value collaboration, ownership, and open communication. We encourage teammates to ask questions, share ideas, and learn from each other.
ROLE AND RESPONSIBILITIES
General Responsibilities
- Understand the Business - Learn how our clients’ systems and processes work and how they support business goals.
- Analyze & Solve Problems - Investigate issues, analyze information, and develop practical solutions to technical and business problems.
- Work with Clients & Teammates - Collaborate with client stakeholders and teammates to refine requirements, gather information, and communicate progress.
- Apply Technical Skills - Use your technical knowledge to build, test, analyze, and improve solutions across different technologies and environments.
- Own Your Work - Take responsibility for your work from initial analysis and design through testing and delivery.
- Build Financial Knowledge - Develop an understanding of finance, capital markets, and the businesses our clients support.
- Grow as a Consultant - Learn from experienced Galateans, seek feedback, and develop the skills needed to work effectively with clients and teammates.
A look into your First Project
Project assignments may change based on client needs. Below is an example of a project you may be involved in. Galatea has been engaged by a client to streamline conversion processes on a modern technology platform by developing automation capabilities that improve validation, increase efficiency, and reduce end-to-end processing times.
ABOUT YOU
- Curiosity & Initiative - Eagerness to learn, ask questions, and take initiative when faced with new problems.
- Communication & Collaboration - Strong written and verbal communication skills and an ability to work effectively with teammates, clients, and other stakeholders.
- Adaptability - Comfort learning new technologies, navigating unfamiliar environments, and adjusting to changing priorities and business needs.
- Technical Foundation - Must have already earned at least a Bachelor's degree in Computer Science, Math, Engineering, or a related field.
- Financial Curiosity - Interest in learning about finance, capital markets, and the businesses our clients support.
BENEFITS
- Medical, dental, and vision insurance
- Retirement plan with a competitive company contribution
- Generous paid time off and parental leave
- Disability and life insurance
- Lifestyle benefits stipend
- Cell phone reimbursement
COMPENSATION
- Recent Graduate (Bachelor’s Degree) — $95K base plus a $5K bonus after one year of employment
- Recent Graduate (Master’s Degree) — $100K base plus a $5K bonus after one year of employment
Galatea is seeking candidates who have completed a minimum of a bachelor's degree and are available to start in the near term. Candidates must be willing to work fully in the office based on their client assignment. Travel to client offices may also be required.
For recruiting purposes, this position is described as an Entry-Level Financial Software Consultant. While this description reflects the responsibilities and level of the position, Galatea does not use formal job titles or levels internally. Employees are designated as "Associates" regardless of their role or level of responsibility.
See All 10 Financial Consultant Jobs in Massachusetts
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Find Financial Consultant JobsFinancial Consultant Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Consultant Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
What Massachusetts Employers Look For
The qualifications that appear most often in financial consultant jobs across Massachusetts.
- Active FINRA Series 65 or Series 66 registration recognized in Massachusetts required
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Demonstrated experience analyzing investment portfolios and delivering client-facing recommendations
- CFP designation or active progress toward Certified Financial Planner certification strongly preferred
- Strong written and verbal communication skills for presenting plans to individual and institutional clients
Financial Consultant Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial consultant in Massachusetts?
Becoming a financial consultant in Massachusetts starts with a bachelor's degree in finance, economics, or a related field, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is required for fee-based advisory work in the state. Massachusetts registration is administered through the Secretary of the Commonwealth's Securities Division. Most employers also expect progress toward the Certified Financial Planner credential for client-facing roles.
Which companies hire financial consultants in Massachusetts?
Employers hiring financial consultants in Massachusetts right now include Rockland Trust Company, IQVIA, and Sun Life, based on current listings on Migrate Mate as of November 2026. Massachusetts's deep concentration of mutual fund companies, insurance carriers, and regional banks means openings appear across a wide range of employer types, from large asset managers to community-focused credit unions.
Which Massachusetts cities have the most financial consultant jobs?
Boston, Lowell, and Woburn have the most financial consultant openings in Massachusetts. Boston dominates because it is one of the country's largest asset management and financial services centers, while Worcester and Springfield generate steady demand from regional banks, insurance firms, and wealth management offices serving central and western Massachusetts communities.
Are there remote financial consultant jobs in Massachusetts?
Yes, and more than many client-service fields, since much financial planning and analysis work is desk-based and document-driven. About 83% of financial consultant openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting how comfortably the advisory and planning portions of the role translate to virtual delivery. Portfolio review, financial modeling, and plan preparation are the functions most commonly performed fully remotely.
How can I get hired as a financial consultant in Massachusetts with little or no experience?
The most realistic entry path is a financial planning associate or client service associate role at one of Boston's large asset managers or wealth management firms, where you support advisors while studying for your Series 65 registration. Fidelity Investments and State Street both run structured new-graduate programs in Massachusetts. Lateral moves from banking, insurance sales, or tax preparation are common, and completing the first CFP coursework module gives candidates a concrete credential advantage with most Massachusetts hiring managers.
Where can I find and apply to financial consultant jobs in Massachusetts?
You can find and apply to financial consultant jobs in Massachusetts on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and location and apply directly to the employers posting them.
See All 10 Financial Consultant Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs