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Advisory Associate Jobs in Boca Raton, FL (NOW HIRING)

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

Wilmington Trust

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

PKF O'Connor Davies

Senior Tax Associate

Hollywood, FL · On-site

$74K - $92K/yr

About PKF O'Connor Davies PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm ... We are seeking an experienced Senior Tax Associate to join our team. This role will focus on the ...

Socotec

Senior Associate

Fort Lauderdale, FL

... advisory projects SOCOTEC's combination of expertise, experience and methods are increasingly ... Participate in corporative initiatives and associate level meetings to determine future protocol ...

SOCOTEC

Senior Associate

Fort Lauderdale, FL · On-site

... advisory projects SOCOTEC's combination of expertise, experience and methods are increasingly ... Participate in corporative initiatives and associate level meetings to determine future protocol ...

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in Boca Raton, FL

Advisory Associate information

See Boca Raton, FL salary details

$36.5K

$69.1K

$138.5K

How much do advisory associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for advisory associate in Boca Raton, FL is $69,128.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $67,900.00 per year, depending on experience, location, and employer.

What is an advisory associate?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What skills and qualifications are needed to thrive as an advisory associate?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are common challenges advisory associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are popular job titles related to Advisory Associate jobs in Boca Raton, FL?

For Advisory Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Advisory Associate jobs in Boca Raton, FL look for?

The top searched job categories for Advisory Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Advisory Associate jobs?

Cities near Boca Raton, FL with the most Advisory Associate job openings:

Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,128 per year, or $33.2 per hour.

Registered Wealth Management Client Associate

Bank of America

Fort Lauderdale, FL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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