Private Wealth Associate

Job overview

The Private Wealth Associate role is onsite in Boston, MA, with four days per week in the office. Compensation is $100,000–$150,000 per year. The associate supports a growing private wealth management team and partners closely with a Private Wealth Advisor. The role combines financial planning and case design with client relationship responsibilities. It helps develop recommendations, execute client requests, and ensure clients receive coordinated planning and account support.

What you'll do

• Build, analyze, and update comprehensive financial plans
• identify planning opportunities and prepare recommendations, proposals, and meeting materials
• participate in client meetings
• develop strategies across investments, retirement, estate planning, tax, cash flow, education funding, and business-owner planning
• evaluate insurance needs
• respond to client questions
• execute account activity
• support portfolio reviews and investment implementation
• coordinate with custodians and internal partners
• maintain client records.

What we're looking for

Skills & competencies

private wealth associate

boston ma

four days in office

rk partners

$100,000–$150,000 per year

cfp certification

financial planning

client relationships

investment implementation

insurance planning

series 7

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• 401(k) with employer match
• life insurance
• short- and long-term disability coverage
• paid time off.

Why this role

Active CFP® certification is required; Series 7 is required or must be obtained within 90 days of joining. High-net-worth client experience is preferred.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.