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Assistant Wealth Management Jobs in Boca Raton, FL

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

... Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 8. ...

Northern Trust

Personal Banker

Boca Raton, FL · On-site

$18.25 - $22.25/hr

... Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 8. ...

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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 Aug 7, 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:
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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.

Financial Planning Associate / Paraplanner

Tobias Financial Advisors

Plantation, FL

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

About Tobias Financial Advisors

Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visithttps://tobiasfinancial.com/who-we-are/careers/to learn more about careers at TFA.

Financial Planning Associate
Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You'll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.

This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.

What you will get to do

  • Assist advisory team on client research, meeting preparations and meeting follow-up.
  • Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
  • Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
  • Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
  • Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
  • Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
  • Support firm's tax planning process to include research and preparation of client income tax plans.
  • Learn and adapt to service needs of various clients in order to answer day-to-day questions.

What we seek in a candidate

  • 2+ years of client service or business-related experience
  • Bachelor's degree in business or related field; specialization or graduate from financial planning program highly preferred
  • Experience in wealth management, financial planning, or financial services highly preferred.
  • Demonstrated passion for the Financial Planning profession.
  • Foundations in Financial Planning: Registered Paraplanner designation a plus
  • Ability to identify, meet, and follow through with client needs and requirements.
  • Organized with a strong attention to detail and ethical standards.
  • Ability to think strategically to improve internal client service and planning processes or develop new ones.
  • Commitment to team culture, development, and personal professional growth

Benefits offered to you include

  • Competitive health insurance plan with 100% of the cost covered for the employee.
  • Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
  • Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
  • Unlimited PTO program
  • Paid parental leave available.
  • Paid learning and development opportunities, including tuition reimbursement.
  • Employee wellness program, which includes financial, emotional, physical and other wellness areas.
  • 401(k) retirement plan with employer contribution and profit sharing
  • Daily healthy snacks and frequent team building lunches, charitable and other activities.


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background and employment credit check.

Apply