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Robert Half Logo Robert Half · Finance

Associate Wealth Advisor

United States, Boston Employment contract · Job Posted May 28, 2026
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Job Description

We are looking for an Associate Wealth Advisor to join a high-performing team in Boston, Massachusetts, where you will help deliver thoughtful guidance and an excellent client experience. In this role, you will work alongside senior advisors on financial planning, investment strategy support, and relationship management while building the skills needed to manage client engagements more independently over time. This is an excellent opportunity for an individual who wants to deepen their advisory expertise and grow within a client-focused wealth management environment.

Job Responsibility

  • Partner with senior advisors to develop financial planning analyses and support tailored wealth strategies for clients
  • Contribute to investment recommendation preparation by gathering data, organizing insights, and helping ensure materials are ready for review
  • Participate in client meetings, document key takeaways, and coordinate timely follow-up on action items and service needs
  • Assist with new client onboarding, account setup, and ongoing administrative activities to maintain accurate and efficient account management
  • Work closely with internal teams and external partners to help deliver a seamless and responsive client experience
  • Help manage day-to-day client relationship needs by addressing requests, tracking priorities, and supporting service delivery
  • Prepare clear, organized planning and meeting materials that help advisors present recommendations effectively
  • Gradually assume greater responsibility for selected client relationships as experience, judgment, and advisory capability grow

Requirements

  • Bachelor’s degree required
  • 4–8 years of relevant experience in private wealth management, wealth management, or a closely related advisory environment
  • A credential such as CFP, CFA, CPA, JD, or a similar designation is required
  • Strong understanding of financial planning principles, investment concepts, wealth accumulation, and wealth preservation strategies
  • Excellent verbal and written communication skills with the ability to interact effectively in client-facing settings
  • Well-developed organizational skills and attention to detail in managing multiple priorities and follow-up items
  • Demonstrated commitment to client service and the ability to work effectively with advisors, colleagues, and external partners

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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