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Wealth Management Associate

The Moody Street Group, LLC
Boston, MA Full Time
POSTED ON 6/23/2026 CLOSED ON 7/17/2026

What are the responsibilities and job description for the Wealth Management Associate position at The Moody Street Group, LLC?

The Moody Street Group, LLC, a general agency appointed with OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.

Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

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Salary.com Estimation for Wealth Management Associate in Boston, MA
$70,912 to $108,367
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