Fanning Personnel

A leading wealth management firm in Greater Boston is looking for a dedicated Associate Advisor ready to take the next step on their advising journey. The ideal candidate will have several years of experience in financial services, demonstrating a strong commitment to client service and financial planning. Whether you’re already a CFP or actively working toward certification, this role provides the chance to deepen your expertise, work closely with clients, and contribute to a supportive, growth-focused team. If interested in this role, please send your resume to william@masisprofessional.com

A small, dynamic finance firm in Boston is seeking a seasoned Executive Assistant to provide top-notch support to senior-level staff and partners. Ideal candidates will bring 5+ years of exemplary administrative experience, with a proven ability to manage complex schedules, coordinate meetings, and assist with high-level projects seamlessly. If you’re detail-oriented, proactive, and thrive in a fast-paced environment, we’d love to connect. This role offers an opportunity to make a meaningful impact in a close-knit team!

A leading financial services firm in Boston is looking for a Client Service Associate to join their team! If you have 2+ years of experience in client service within the financial services industry and hold a Series 7 license, this could be the perfect opportunity for you. This in-office role (several days a week) will involve providing top-notch service and support to our clients, assisting with portfolio management, handling account inquiries, and various ad-hoc responsibilities for Senior Advisors. Please reach out if interested, we would love to hear from you! 

Our client, a growing wealth management firm north of Boston, is seeking an Accountant to join their team! This in-office role (with the potential for some hybrid) will handle all core accounting functions for both the financial services and tax services divisions as they build out the practice. They’re ideally looking for someone with a CPA or EA designation, but at least a minimum 3+ years of private accounting experience. If you're experienced in accounting and looking for a great opportunity within a dynamic team, we'd love to hear from you! Please send your resume to William@MasisProfessional.Com

Our client, a boutique wealth management firm with offices in Boston and north of the city, is seeking a Client Service Associate to join their team! This hybrid role offers great potential for internal growth and is perfect for someone with 2+ years of operations or client service experience looking to advance their career in the financial services industry. Licensing is required or must be attained within the first 6 months! If interested, please send your resume to William@MasisProfessional.com

Join a leading RIA firm in the Greater Boston area as an Advisory Solutions Manager. This key role offers the opportunity to work closely with leadership to support advisor teams, streamline processes, and drive client success. Ideally a CFP or someone who has been advising for several years, with a good understanding of the private wealth management space. If you're a proactive leader with strong organizational skills and a passion for financial services, this is your chance to make a real impact. Don't miss the opportunity to contribute to a growing team—apply today! Please send your resume to Tim@Fanning-Boston.com

Going along with today’s labor news, we are excited to announce that we have several new opportunities available in the Boston area! If you or anyone you know are interested in pursuing these opportunities, let’s connect! #hiring #financialservices #careers #financejobs #opentowork Asset Management | Compliance Analyst | $110,000 - $130,000 Asset Management | Fixed Income Investment Analyst | $100,000 - $135,000 Asset Management | Hedge Fund Investment Specialist | Up to $250,000 Asset Management | Investment Analyst | $125,000 - $140,000 Asset Management | Junior Operations Analyst | $80,000 - $85,000 Asset Management | Marketing Technology Manager | $110,000 - $135,000 Asset Management | RFP Analyst | $90,000 - $100,000 Hedge Fund | Analyst | $100,000 - $120,000 (+multiplier bonus) Hedge Fund | Executive Assistant | $100,000 - $140,000 Private Equity | Client Solutions Associate | $90,000 - $95,000 Private Equity | Executive Assistant | $85,000 - $100,000 Private Equity | Product Marketing Analyst | $85,000 - $95,000 Venture Capital | IR Associate | $100,000 - $120,000 Wealth Management | Client Service Associate | $80,000 - $100,000 Wealth Management | Financial Advisor | $150,000 - $175,000 Wealth Management | Investment Analyst | $110,000 - $140,000 If interested in any of these opportunities, please send your resume to William@MasisProfessional.com

Join a dynamic Family Office in Boston as an Operations Analyst! We're looking for a detail-oriented professional with 2+ years of experience in the financial services industry to support key operational functions. This is a great opportunity to contribute to a fast-paced, growing firm and make an impact. If you're ready to take your career to the next level, we want to hear from you! Please send your resume to William@masisprofessional.com

We are seeking a highly organized and detail-oriented Executive Assistant to join an amazing client of ours in Greater Boston. In this role, you will provide comprehensive administrative support to senior staff, manage calendars, handle travel arrangements, and assist with administrative tasks. You'll also help organize company-wide events and manage various office functions, including vendor coordination and office supplies. The ideal candidate is a proactive, team player with excellent time management skills and a strong technical acumen. If you're looking to join a collaborative and fast-paced environment within the financial services industry, we would love to hear from you! Please send your resume to William@MasisProfessional.com

We're working with a growing RIA firm in Greater Boston seeking a Director of Sales to lead their team and drive business growth. This key role requires strong leadership in sales management, strategic planning, and team development. The position involves overseeing the sales team, aligning strategies with leadership, and ensuring client satisfaction, with some local travel within the state. Ready for your next big move? Send your resume to Tim@Fanning-Boston.com #DirectorOfSales #SalesLeadership #RIACareers #BostonJobs #NowHiring