Wealth Management Associate Jobs in Massachusetts
Wealth Management Associate jobs in Massachusetts are among the most active in the country, concentrated in private banking, registered investment advisory firms, and the wealth divisions of major insurance and asset management groups, with openings at every level from entry-level client service roles through senior associate positions managing substantial book relationships. Boston, Worcester, and Newton are the dominant hiring hubs, anchored by employers like Fidelity Investments, State Street, and John Hancock that maintain large wealth management operations in the state. The most in-demand specialties across Massachusetts right now are financial planning, portfolio administration, and high-net-worth client servicing. Find a role that fits below and apply directly.
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Showing 5 of 21+ Wealth Management Associate jobs
Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.
At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continual training of our team on the latest estate and tax strategies and implementing modern investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.
Position Overview
The taxation team within Argent Wealth Management serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an important leadership role responsible for overseeing the preparation and review of complex tax returns for partnerships (with a focus on real estate), S-corporations, individuals, and trusts. You will guide operational excellence, help grow the tax practice, mentor the tax team, and provide strategic solutions to deliver quality client service.
What You'll Do
Tax Compliance & Preparation
- Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
- Ensure all returns comply with current tax laws and regulations.
- Respond to IRS and state agency audits, inquiries, and tax notices.
- Conduct technical tax research and draft memoranda on complex tax issues.
- Maintain up-to-date knowledge of tax legislation and evaluate its impact on clients and our practice.
- Lead, mentor, and develop junior staff and managers within the tax and advisory teams.
- Delegate projects and manage workflow to maximize efficiency and quality.
- Foster a collaborative team culture.
- Train staff on new processes, software, and regulatory changes.
- Build and maintain strong client relationships, being a trusted advisor.
- Provide strategic tax planning and consulting services.
- Advise clients on tax implications of business transactions, investments, and estate planning.
- Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
- CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
- 5 or more years of experience in public accounting, with demonstrated expertise in partnerships (real estate preferred), S-corporations, individual and trust tax compliance.
- Supervisory and leadership experience.
- Strong technical knowledge of U.S. tax regulations and compliance.
- Effective analytical, communication, and project management skills.
- Proficiency in CCH Tax
- Ability to work independently and collaboratively in a team environment.
- High level of integrity, professionalism, and client service orientation.
- Great compensation package plus discretionary bonus
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Potential hybrid model work schedule – minimum of 3 days in office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Onsite
Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.
At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continual training of our team on the latest estate and tax strategies and implementing modern investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.
Position Overview
The taxation team within Argent Wealth Management serves as an important strategic partner to our advisory team in working with our clients. The Associate Director Taxation is an important leadership role responsible for overseeing the preparation and review of complex tax returns for partnerships (with a focus on real estate), S-corporations, individuals, and trusts. You will guide operational excellence, help grow the tax practice, mentor the tax team, and provide strategic solutions to deliver quality client service.
What You'll Do
Tax Compliance & Preparation
- Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
- Ensure all returns comply with current tax laws and regulations.
- Respond to IRS and state agency audits, inquiries, and tax notices.
- Conduct technical tax research and draft memoranda on complex tax issues.
- Maintain up-to-date knowledge of tax legislation and evaluate its impact on clients and our practice.
- Lead, mentor, and develop junior staff and managers within the tax and advisory teams.
- Delegate projects and manage workflow to maximize efficiency and quality.
- Foster a collaborative team culture.
- Train staff on new processes, software, and regulatory changes.
- Build and maintain strong client relationships, being a trusted advisor.
- Provide strategic tax planning and consulting services.
- Advise clients on tax implications of business transactions, investments, and estate planning.
- Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
- CPA designation strongly preferred (alternative Enrolled Agent designation or JD)
- 5 or more years of experience in public accounting, with demonstrated expertise in partnerships (real estate preferred), S-corporations, individual and trust tax compliance.
- Supervisory and leadership experience.
- Strong technical knowledge of U.S. tax regulations and compliance.
- Effective analytical, communication, and project management skills.
- Proficiency in CCH Tax
- Ability to work independently and collaboratively in a team environment.
- High level of integrity, professionalism, and client service orientation.
- Great compensation package plus discretionary bonus
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Potential hybrid model work schedule – minimum of 3 days in office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Onsite
See All 21 Wealth Management Associate Jobs in Massachusetts
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Find JobsWealth Management Associate Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Wealth Management Associate 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 wealth management associate jobs across Massachusetts.
- Active FINRA Series 7 and Series 66 licenses, or willingness to obtain within a defined period
- Bachelor's degree in finance, economics, business, or a closely related field required
- One to three years of client-facing experience in financial services or wealth management
- Proficiency with CRM platforms and financial planning tools such as Salesforce or eMoney
- Strong written and verbal communication skills for high-net-worth client interactions
- CFP designation in progress or completed is preferred by many Massachusetts advisory firms
Wealth Management Associate Jobs in Massachusetts: Frequently Asked Questions
How do you become a wealth management associate in Massachusetts?
Most Massachusetts employers require at minimum a bachelor's degree in finance, economics, or a related field, followed by obtaining FINRA Series 7 and Series 66 registrations through FINRA itself, which governs securities licensing nationwide including Massachusetts. Massachusetts does not impose a separate state securities license beyond FINRA registration, but representatives must register with the Massachusetts Securities Division. Pursuing the CFP designation while working significantly strengthens your candidacy at Boston-area advisory firms and wirehouse branches.
How much do wealth management associates make in Massachusetts?
Wealth management associates 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 wealth management associates in Massachusetts?
Employers hiring wealth management associates in Massachusetts right now include State Street, JPMorganChase, and TIAA, based on current listings on Migrate Mate as of November 2026. Massachusetts's deep concentration of asset managers, insurance-based wealth divisions, and independent registered investment advisors makes it one of the broadest hiring markets for this role in the Northeast.
Which Massachusetts cities have the most wealth management associate jobs?
Boston, Waltham, and Burlington account for the largest share of wealth management associate openings in Massachusetts. Boston dominates because of its dense cluster of asset managers, private banks, and wirehouse branches, while Worcester and Newton draw openings from regional advisory firms and the suburban offices of Boston-headquartered employers that locate support and client-service teams outside the city center.
Are there remote wealth management associate jobs in Massachusetts?
Yes, but they're less common than in purely analytical roles, since wealth management associates regularly meet with clients in person and collaborate with advisors on-site. About 83% of wealth management associate openings tied to Massachusetts are remote or hybrid as of November 2026, and the positions most likely to offer flexibility are those focused on portfolio administration, financial planning analysis, and back-office client reporting rather than direct relationship management.
How can I get hired as a wealth management associate in Massachusetts with little or no experience?
The most realistic entry path is applying to financial advisor associate or client service associate programs at large Massachusetts-based firms like Fidelity Investments, where structured new-associate programs provide licensing support and a defined progression into wealth management. Lateral moves from bank branch roles, trust operations, or financial analyst positions at Massachusetts credit unions and community banks are common. Completing the Series 7 before applying and enrolling in a CFP education program gives candidates a meaningful edge over other applicants without prior wealth management experience.
Where can I find and apply to wealth management associate jobs in Massachusetts?
You can find and apply to wealth management associate jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings from employers across the state. Search the listings for roles that match your experience level and target location, then apply directly to the ones that fit.
See All 21 Wealth Management Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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