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Assistant Wealth Management Jobs in Boca Raton, FL

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

... assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals. 3. Communicate with internal and external partners, professional ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Review and synthesize client profile data and assist in the design of client profiles and wealth plans integrating wealth management, wealth transfer and tax efficiency goals. 3.Communicate with ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

... and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

... and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep ...

HJ Sims

Product Specialist

Boca Raton, FL · On-site

Be proficient in the wealth management consultative process and due diligence procedures Provide training to assist advisors to become more proficient at supporting and servicing their clients in the ...

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Assistant Wealth Management information

See Boca Raton, FL salary details

$27.5K

$45.9K

$66K

How much do assistant wealth management jobs pay per year?

As of Jul 27, 2026, the average yearly pay for assistant wealth management in Boca Raton, FL is $45,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $46,000.00 per year, depending on experience, location, and employer.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does a wealth assistant do?

A wealth assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with client communications, data entry, and using financial planning software, requiring strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What is an entry level job in wealth management?

An entry-level position in wealth management typically includes roles such as Financial Planning Assistant or Client Service Associate, focusing on supporting senior advisors with client communications, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the Series 7 or Series 65 for advancement.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most financial advisors earn less than this amount, with top earners representing a minority in the profession.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is a wealth management assistant job description?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often handle administrative tasks, maintain client records, and use financial software, requiring strong organizational skills and knowledge of financial products. The role typically requires relevant certifications or experience in finance or administration.
What are the most commonly searched types of Wealth Management jobs in Boca Raton, FL? The most popular types of Wealth Management jobs in Boca Raton, FL are:
What are popular job titles related to Assistant Wealth Management jobs in Boca Raton, FL? For Assistant Wealth Management jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Assistant Wealth Management jobs in Boca Raton, FL look for? The top searched job categories for Assistant Wealth Management jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Assistant Wealth Management jobs? Cities near Boca Raton, FL with the most Assistant Wealth Management job openings:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $45,927 per year, or $22.1 per hour.
Wealth Advisor

Wealth Advisor

Sequoia Financial Group Llc

Boca Raton, FL • On-site

Full-time

Posted 18 days ago

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Teamwork. We work selflessly to enrich the lives of our clients and our community.
    • Passion. We relentlessly pursue our full potential.
    • Integrity. We act in the best interest of others.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role is focused on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning.

As a Wealth Advisor, you will serve as the primary advisor for a select group of high-net-worth individuals and families. You will partner closely with Business Development Advisors who are responsible for originating new client relationships. Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team, and specialized planning resources.

This role is ideal for an advisor who enjoys working directly with clients, leading planning conversations, coordinating expert resources, and helping families navigate complex financial decisions.

Responsibilities
  • Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
  • Build trusted, multigenerational client relationships through proactive communication, advice, and ongoing engagement.
  • Lead comprehensive wealth management discussions, including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning.
  • Develop and oversee the implementation of customized wealth management strategies aligned with each client's goals and circumstances.
  • Participate in prospective client meetings alongside Business Development Advisors and support the transition of new relationships into ongoing advisory engagements.
  • Conduct regular client review meetings to evaluate progress, identify planning opportunities, and adjust strategies as client needs evolve.
  • Supported by Associate Wealth Advisors and Client Service Associates who prepare meetings, execute recommendations, and deliver a consistent client experience.
  • Maintain accurate client records and document recommendations in accordance with firm policies and compliance requirements.
  • Deliver an exceptional client experience that drives long-term client retention, satisfaction, and advocacy.
Qualifications
  • 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory capacity.
  • Demonstrated success in retaining and growing existing client relationships through exceptional service and advice.
  • Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
  • Ability to lead complex client conversations and coordinate multiple planning disciplines.
  • Experience working within a team-based advisory environment.
  • Excellent communication, relationship management, and organizational skills.
  • CFP®, CFA®, CPA, or other advanced professional designation required.
  • Bachelor’s degree required in Economics, Finance or related field
  • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
What Makes This Role Unique
  • Focus on serving clients and delivering advice—not prospecting.
  • Dedicated Business Development Advisors responsible for sourcing and onboarding new relationships.
  • Access to specialized teams in investments, tax planning, estate planning, retirement planning, and family office services.
  • Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service.
  • Opportunity to work with successful individuals and families while leveraging the resources of a nationally recognized fiduciary wealth management firm.