Client Associate Visa Sponsorship Jobs in Massachusetts
Massachusetts is a strong market for client associate roles, with major financial services firms, wealth management companies, and investment offices concentrated in Boston and Cambridge. Firms like Fidelity Investments, State Street, and Wellington Management have historically sponsored international talent for client-facing and relationship management positions across the state.
Find Client Associate JobsOverview
Showing 5 of 145+ Client Associate Jobs in Massachusetts with Visa Sponsorship
See all 145+ Client Associate Jobs in Massachusetts with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate Jobs in Massachusetts with Visa Sponsorship.
Get Access To All JobsINTRODUCTION
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
Responsibilities:
- Own strategy, preparation, and content creation for Sales Enablement: Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral to reinforce EFE's market leadership, mission, and value proposition.
- Create bespoke storylines that engage, persuade, and cultivate expanded, lasting relationships with some of the nation's largest employers.
- Translate data, technical details around investment management and product and insights into RFP responses and creative, original stories of the value and impact of our financial planning and advice services to our employer clients.
- Use internal and external sources to research and uncover client-specific priorities and engagement data to create bespoke and engaging content, and target opportunities for clients to adopt additional services.
- Partner with our internal Sales and client-servicing stakeholders, lead internal meetings, and identify key themes of most relevance to the prospective or existing client, then bring those themes to life through presentations.
- Develop content for multi-channel engagement opportunities (email, paid search, LinkedIn, industry events) to nurture prospects and reinforce EFE's value to existing clients.
REQUIREMENTS
- 4+ years of relatable professional experience.
- Bachelor's degree, B2B storytelling, and financial services experience required; understanding of the needs and challenges of the large employer audience is a plus.
- Client-centricity: Approaches challenges with empathy and curiosity; shows aptitude for stepping into the shoes of large employer clients to build trust, identify opportunities, and demonstrate the value our services are providing the employer client and their employees.
- Experience partnering with Sales and client-servicing internal partners.
- An "owner" mentality, eager to take responsibility for projects, boldly identify and present ideas, and learn quickly in a dynamic B2B environment.
- Strategic and confident Sales-minded marketer with ability to manage multiple projects at a time.
- Excellent communicator with strong listening, verbal, writing, and proofreading skills.
- Effective at building relationships across all levels of the organization.
- Strong proficiency in content creation and PowerPoint required, with an eye for creative design and visualizing data and complex topics.
- Marketing samples may be requested.
ABOUT EDELMAN FINANCIAL ENGINES
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
INTRODUCTION
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
Responsibilities:
- Own strategy, preparation, and content creation for Sales Enablement: Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral to reinforce EFE's market leadership, mission, and value proposition.
- Create bespoke storylines that engage, persuade, and cultivate expanded, lasting relationships with some of the nation's largest employers.
- Translate data, technical details around investment management and product and insights into RFP responses and creative, original stories of the value and impact of our financial planning and advice services to our employer clients.
- Use internal and external sources to research and uncover client-specific priorities and engagement data to create bespoke and engaging content, and target opportunities for clients to adopt additional services.
- Partner with our internal Sales and client-servicing stakeholders, lead internal meetings, and identify key themes of most relevance to the prospective or existing client, then bring those themes to life through presentations.
- Develop content for multi-channel engagement opportunities (email, paid search, LinkedIn, industry events) to nurture prospects and reinforce EFE's value to existing clients.
REQUIREMENTS
- 4+ years of relatable professional experience.
- Bachelor's degree, B2B storytelling, and financial services experience required; understanding of the needs and challenges of the large employer audience is a plus.
- Client-centricity: Approaches challenges with empathy and curiosity; shows aptitude for stepping into the shoes of large employer clients to build trust, identify opportunities, and demonstrate the value our services are providing the employer client and their employees.
- Experience partnering with Sales and client-servicing internal partners.
- An "owner" mentality, eager to take responsibility for projects, boldly identify and present ideas, and learn quickly in a dynamic B2B environment.
- Strategic and confident Sales-minded marketer with ability to manage multiple projects at a time.
- Excellent communicator with strong listening, verbal, writing, and proofreading skills.
- Effective at building relationships across all levels of the organization.
- Strong proficiency in content creation and PowerPoint required, with an eye for creative design and visualizing data and complex topics.
- Marketing samples may be requested.
ABOUT EDELMAN FINANCIAL ENGINES
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
Client Associate Job Roles in Massachusetts
See all 145+ Client Associate Jobs in Massachusetts
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Client Associate Jobs in MassachusettsClient Associate Jobs in Massachusetts: Frequently Asked Questions
Which companies sponsor visas for client associates in Massachusetts?
Financial services firms account for a significant share of client associate visa sponsorships in Massachusetts. Boston-based employers including Fidelity Investments, State Street Corporation, Wellington Management, and Putnam Investments have sponsored international workers in client-facing roles. Asset management firms, private wealth offices, and regional banks operating in the Greater Boston area are the most active sponsoring employers for this role type.
Which visa types are most common for client associate roles in Massachusetts?
The H-1B visa is the most common visa for client associate positions in Massachusetts when the role requires a bachelor's degree in a relevant field such as finance, economics, or business. Employers filing Labor Condition Applications with the Department of Labor must attest to meeting prevailing wage requirements for the role and location. Some employers also sponsor L-1 visa transfers for client associates moving from international offices into Massachusetts-based positions.
Which cities in Massachusetts have the most client associate sponsorship jobs?
Boston is by far the most active city for client associate sponsorship in Massachusetts, driven by its dense concentration of asset managers, banks, and financial advisory firms. Cambridge and Waltham also have notable activity, particularly from technology-adjacent financial services companies. Worcester and Springfield represent smaller secondary markets with occasional openings at regional financial institutions.
How to find client associate visa sponsorship jobs in Massachusetts?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to browse client associate openings in Massachusetts without sorting through roles that do not sponsor. You can filter by state and role type to surface positions at firms actively seeking international candidates. This is particularly useful for client associate roles in Boston's financial services sector, where sponsorship patterns vary significantly by employer.
Are there any state-specific considerations for client associate roles in Massachusetts?
Massachusetts has a large concentration of registered investment advisers and broker-dealer firms, many of which require client associates to obtain FINRA licenses such as the Series 7 or Series 63. International candidates on H-1B status can sit for these exams, but licensing timelines should factor into your job search. Boston's financial sector also has strong ties to universities like Harvard, MIT, and Boston University, creating competitive hiring pipelines that international candidates should be aware of.
What is the prevailing wage for sponsored client associate jobs in Massachusetts?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.