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BNY Wealth Boston MA
Associate Financial Advisor
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Job Description
Associate Financial Advisor BNY Wealth Boston MA Boston, MA Job Details Full-time $70,000 - $90,000 a year 2 hours ago Benefits Paid training Relocation assistance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Research Bachelor's degree Attention to detail Organizational skills Financial services Account management Full Job Description Position Overview BNY Wealth Boston MA is seeking an Associate Financial Advisor to support clients with financial planning, investment-related services, and day-to-day advisory activities. This role combines client service, financial analysis, and relationship management. Key Responsibilities Assist advisors with client financial planning and account needs Prepare financial analyses, reports, and presentation materials Support investment and portfolio reviews Communicate with clients regarding routine requests and follow-ups Maintain accurate client records and documentation Coordinate meetings, reviews, and administrative activities Research financial markets and investment information as needed Qualifications Bachelor's degree in Finance, Economics, Business, or a related field Strong analytical and quantitative skills Excellent communication and relationship-building abilities High attention to detail and organization Proficiency with Microsoft Office and financial tools Wealth management or financial-services experience is a plus Benefits Competitive salary Health and retirement benefits Paid time off Professional development opportunities Supportive team environment About the Company BNY provides wealth management and financial services to individuals, families, institutions, and businesses, with services that include investment management, wealth planning, and advisory support.
Pay:
$70,000.00 - $90,000.00 per yearBenefits:
401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Paid training Relocation assistance Vision insuranceWork Location:
In personBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Other Retirement and Savings