{"schemaVersion":"jobsearcher.job.v1","id":"efdfd3ed5a93bb9fe8433d85","url":"https://jobsearcher.com/jobs/efdfd3ed5a93bb9fe8433d85","canonicalUrl":"https://jobsearcher.com/jobs/efdfd3ed5a93bb9fe8433d85","title":"Wealth Management Associate","description":"If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.\n\nWealth Management Associate\nFull Time Professional Canton, MA, US\n\nSalary Range: $80,000.00 To $120,000.00 Annually\n\nGray Private Wealth\n\nAbout Our Firm:\n\nGray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.\n\nWe seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.\n\nPrimary Responsibilities & Duties: Client Portfolio Management and Firm Operations\n\nPlay a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele\n\nSupport rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect’s unique objectives and considerations\n\nDeliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects\n\nParticipation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing\n\nDesired Qualifications:\n\nThe ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:\n\nStrong academic achievements with a bachelor’s degree\n\nAt least 3-5 years of experience in the financial services industry\n\nClear and effective written and verbal communication skills\n\nAbility to think creatively and strategically\n\nStrong organizational skills and attention to detail\n\nAbility to multi-task and prioritize competing demands in a fast-paced environment\n\nStrong presence, with ability to interact with senior leadership\n\nAbility to develop and maintain a strong client relationship\n\nProficiency in Microsoft Office suite\n\nStrong proficiency in Excel\n\nDesire to pursue CFA/CFP designation, not required but helpful\n\n#J-18808-Ljbffr","company":"Gray Gray","rawCompany":"gray gray","city":"Canton","state":"MA","isRemote":false,"isActive":true,"createdAt":"2026-07-17T03:20:18.495Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Wealth Management Associate","description":"If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.\n\nWealth Management Associate\nFull Time Professional Canton, MA, US\n\nSalary Range: $80,000.00 To $120,000.00 Annually\n\nGray Private Wealth\n\nAbout Our Firm:\n\nGray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.\n\nWe seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.\n\nPrimary Responsibilities & Duties: Client Portfolio Management and Firm Operations\n\nPlay a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele\n\nSupport rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect’s unique objectives and considerations\n\nDeliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects\n\nParticipation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing\n\nDesired Qualifications:\n\nThe ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:\n\nStrong academic achievements with a bachelor’s degree\n\nAt least 3-5 years of experience in the financial services industry\n\nClear and effective written and verbal communication skills\n\nAbility to think creatively and strategically\n\nStrong organizational skills and attention to detail\n\nAbility to multi-task and prioritize competing demands in a fast-paced environment\n\nStrong presence, with ability to interact with senior leadership\n\nAbility to develop and maintain a strong client relationship\n\nProficiency in Microsoft Office suite\n\nStrong proficiency in Excel\n\nDesire to pursue CFA/CFP designation, not required but helpful\n\n#J-18808-Ljbffr","datePosted":"2026-07-17T03:20:18.495Z","dateModified":"2026-07-17T03:20:18.495Z","hiringOrganization":{"@type":"Organization","name":"Gray Gray","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Canton","addressRegion":"MA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"efdfd3ed5a93bb9fe8433d85"},"url":"https://jobsearcher.com/jobs/efdfd3ed5a93bb9fe8433d85"}}