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Annuity Jobs in Boca Raton, FL (NOW HIRING)

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

Chiquita Brands

Benefits Specialist

Dania Beach, FL · On-site

  • Medical

  • Retirement

... annuity plans, and legacy defined benefit pension plans. * Work with the HR Manager to gather and analyze relevant data and support quarterly Employee Benefits Committee meetings. * Ensure the ...

Chiquita Brands

Benefits Specialist

Dania Beach, FL · On-site

  • Medical

  • Retirement

... annuity plans, and legacy defined benefit pension plans. * Work with the HR Manager to gather and analyze relevant data and support quarterly Employee Benefits Committee meetings. * Ensure the ...

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Showing results 21-40

All JobsAnnuity JobsAnnuity Jobs in Boca Raton, FL

Annuity information

See Boca Raton, FL salary details

$40.2K

$134.4K

$240.8K

How much do annuity jobs pay per year?

As of Aug 15, 2026, the average yearly pay for annuity in Boca Raton, FL is $134,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,900.00 and $154,200.00 per year, depending on experience, location, and employer.

What is an annuity?

An Annuity job typically involves working with financial products designed to provide a steady income stream, often for retirees. Professionals in this field may sell, manage, or advise clients on annuity products offered by insurance companies or financial institutions. Responsibilities can include explaining different types of annuities, assessing client needs, and ensuring compliance with regulations. Roles in this area may include financial advisors, annuity specialists, or customer service representatives handling annuity policies.

What are common daily responsibilities for an annuity specialist?

Annuity Specialists typically spend their days consulting with clients to assess financial needs, explaining annuity products, and preparing tailored proposals. They manage application processes, ensure compliance with industry regulations, and collaborate with internal teams such as underwriters and customer service representatives. Additionally, they stay updated on new financial products and market trends to provide accurate advice. This role blends direct client interaction with behind-the-scenes analysis and coordination to ensure clients receive the best annuity solutions for their goals.

What are the key skills and qualifications needed to thrive in the annuity position, and why are they important?

To succeed as an Annuity Specialist, you need strong analytical skills, a solid understanding of financial products, and relevant qualifications such as a degree in finance or related fields, often supported by insurance licenses. Experience with CRM software, financial planning tools, and regulatory compliance systems is typically required. Exceptional communication, customer service, and problem-solving abilities set top performers apart in this role. These competencies are essential for building client trust, accurately advising on annuity options, and ensuring all regulatory requirements are met.

Is selling annuities a good job?

Selling annuities is a sales-oriented role that involves explaining financial products to clients and meeting sales targets. Success in this job often requires strong communication skills, financial knowledge, and relevant licensing or certifications. It can offer commission-based income and opportunities for career growth in the financial services industry.

What are the most commonly searched types of Annuity jobs in Boca Raton, FL?

The most popular types of Annuity jobs in Boca Raton, FL are:

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

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

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

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

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

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

Annuity jobs near you
Infographic showing various Annuity job openings in Boca Raton, FL as of August 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $134,448 per year, or $64.6 per hour.

Associate, Client Service

NFP Corp

Boca Raton, FL • On-site

$13.75 - $19/hr

Full-time

Retirement, PTO

Posted 18 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities

Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 -$80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
2583744

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