Private Client Advisor Jobs in Massachusetts

Private Client Advisor jobs in Massachusetts sit in one of the most active wealth management markets in the country, concentrated in financial services, private banking, and multi-family office sectors, with openings at every level from associate advisor through senior relationship manager. Boston, Cambridge, and Waltham account for the largest share of hiring, anchored by well-established employers such as Fidelity Investments, State Street, and Rockland Trust. The most in-demand specialties are high-net-worth portfolio management, estate planning coordination, and customized lending solutions for affluent clients. Find a role that fits below and apply directly.

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Overview

Open roles14
Top employerJPMorganChase
Top cityBoston, MA
Cities hiring8
Work type100% On-site
Top industryFintech

Showing 4 of 14+ Private Client Advisor jobs

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

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JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA
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JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA
JPMorganChase
Reading, Massachusetts
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA
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JPMorganChase
Added 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA
JPMorganChase
Springfield, Massachusetts
Customer Service
Customer Support
Hospitality & Guest Services
Bachelor's degree
10,000+

Have you applied for this role?

See All 14 Private Client Advisor Jobs in Massachusetts

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

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Private Client Advisor Jobs by City in Massachusetts

Where Massachusetts roles are concentrated, by current openings.

Boston
4 jobs
Reading
2 jobs
Wayland
2 jobs
Springfield
2 jobs
Malden
1 job
Framingham
1 job
Bridgewater
1 job
Marlborough
1 job

Private Client Advisor Job Market in Massachusetts

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

Who's Hiring

JPMorganChase
JPMorganChase14 open roles

Top Industries Hiring

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

What Massachusetts Employers Look For

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

  • Active FINRA Series 7 and Series 66 licenses recognized in Massachusetts
  • Bachelor's degree in finance, business, economics, or a closely related field
  • Minimum three to five years of experience managing high-net-worth client relationships
  • Certified Financial Planner designation preferred or actively in progress
  • Demonstrated ability to develop new business through referrals and community networking
  • Proficiency with CRM platforms and portfolio management software such as Salesforce or Tamarac

Private Client Advisor Jobs in Massachusetts: Frequently Asked Questions

How do you become a private client advisor in Massachusetts?

Most private client advisor roles in Massachusetts require passing the FINRA Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which satisfy Massachusetts registration requirements administered through FINRA. Candidates typically hold a bachelor's degree in finance, economics, or business before sitting for these exams. Many Massachusetts employers also expect candidates to pursue a Certified Financial Planner credential within their first few years on the job.

How much do private client advisors make in Massachusetts?

Private client advisors in Massachusetts earn a median of about $125,670 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,510 for the lowest 10% to over $478,850 for the top 10%. Pay rises with experience, specialty, and employer.

Which companies hire private client advisors in Massachusetts?

Employers hiring private client advisors in Massachusetts right now include JPMorganChase, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of asset managers, regional banks, and independent wealth advisory firms means consistent openings across both large institutions and boutique practices throughout the Greater Boston area.

Which Massachusetts cities have the most private client advisor jobs?

Boston, Reading, and Wayland have the most private client advisor openings in Massachusetts. Boston dominates due to its dense cluster of asset managers, private banks, and family offices in the Financial District and Back Bay, while cities like Waltham and Newton attract openings from suburban wealth management offices and regional bank branches serving affluent residential communities on the Route 128 corridor.

Are there remote private client advisor jobs in Massachusetts?

Yes, but they're limited. Private client advising is fundamentally relationship-driven, and most Massachusetts employers expect advisors to meet clients in person, particularly for onboarding and high-stakes planning conversations. About 0% of private client advisor openings tied to Massachusetts are remote or hybrid as of September 2026, and where flexibility exists it tends to apply to back-office portfolio review and client communication tasks rather than full relationship management.

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

The most realistic entry path is applying for a client associate or financial advisor associate role at one of Massachusetts's larger wealth management firms, such as Fidelity Investments or a regional bank like Rockland Trust, which run structured development programs for candidates without direct advisory experience. Earning your Series 7 and Series 66 licenses before applying gives you a clear advantage. Lateral moves from roles in retail banking, financial planning support, or investment operations are common ways candidates build the credential set that opens advisor positions.

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

You can find and apply to private client advisor jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings. Find the roles that fit your experience and location, then apply directly to the employers posting them.

See All 14 Private Client Advisor Jobs in Massachusetts

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

Find Private Client Advisor Jobs