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Wealth Advisor Associate

Masis Professional Group
Boston, MA Full Time
POSTED ON 5/7/2026
AVAILABLE BEFORE 6/21/2026

Wealth Advisor Associate


A well-established RIA located in Boston is seeking to add to their robust team.

The Associate will support a small team of Relationship Managers delivering comprehensive investment advisory services and financial guidance to clients.


  • Support Senior RM's with investment strategy based on the clients financial needs
  • Identify, outline and achieve long-term investment goals
  • Assist with financial planning, client meetings, and presentations


Series 65 required within 3 months

CFP or Progress towards the CFP a plus

2 years of client facing, wealth management and financial planning experience

Experience with financial planning software, Salesforce, Emoney

Salary : $100,000 - $115,000

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