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Assistant Wealth Management Jobs in Boca Raton, FL

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 ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most ... Specific activities may change from time to time. 1. Assist multiple Wealth Advisors in a select ...

Truist

Wealth Advisor Associate

Boca Raton, FL

Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most ... Specific activities may change from time to time. 1. Assist multiple Wealth Advisors in a select ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · Remote

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Manage client relationships and assist senior advisors with complex clients to the firm's planning ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Manage client relationships and assist senior advisors with complex clients to the firm's planning ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Manage client relationships and assist senior advisors with complex clients to the firm's planning ...

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All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in Boca Raton, FL

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 Aug 5, 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 an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

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 are typical career progression opportunities for an assistant wealth management professional?

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 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.

Private Banker

First Citizens Bank

Fort Lauderdale, FL • On-site

Full-time

Re-posted 19 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
Responsibilities
  • Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
  • Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
  • Sales Responsibility- Sells appropriate credit, depository, 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 internal partnerships and external centers of influence, to drive new client acquisition.
  • Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
  • Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.

Qualifications
Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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