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.
Find JobsOverview
Showing 4 of 24+ Wealth Management Associate jobs
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 24 Wealth Management Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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 JPMorganChase, TIAA, and Morgan Stanley, based on current listings on Migrate Mate as of September 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 Reading 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 40% of wealth management associate openings tied to Massachusetts are remote or hybrid as of September 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 24 Wealth Management Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Jobs