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

Truist

Wealth Advisor Associate

Boca Raton, FL

It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate. Required ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate. Required ...

Acrisure

Associate Client Advisor

West Palm Beach, FL · On-site

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Boca Raton, FL

Associate Advisor information

See Boca Raton, FL salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for associate advisor in Boca Raton, FL is $24.61, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $28.27 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
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Associate Advisor jobs near you
Wealth Planner (Associate Advisor)

Wealth Planner (Associate Advisor)

Tobias Financial Advisors

Fort Lauderdale, FL • On-site

Full-time

Medical, Retirement, PTO

Posted 17 days ago

Job description

Salary:

About Tobias Financial Advisors

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.


Why Join Us

As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.


Position Summary

Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.


What Youll Get to Do

Client Meeting Preparation & Participation

  • Prepare client deliverables, including reports, financial plans, projections, and recommendations
  • Participate in client meetings with Wealth Advisors
  • Coordinate follow-up items with clients, external professionals, and internal team members

Client Relationship Support

  • Document and track all follow-up tasks in the CRM system
  • Manage agendas, action items, and communications to ensure a seamless client experience
  • Respond to day-to-day client inquiries with professionalism and promptness

Financial Planning & Onboarding

  • Support onboarding by reviewing accounts and drafting investment policy statements
  • Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
  • Conduct research tailored to client needs (tax, investments, Social Security, etc.)

Tax Planning & Coordination

  • Analyze client tax returns, insurance policies, and estate documents
  • Assist with quarterly and annual tax planning processes
  • Coordinate with clients and CPAs on tax-related information and documentation


What Were Looking For

Required

  • Bachelors degree
  • Minimum 2-3 years of experience in financial planning or a related field
  • Strong organizational skills, attention to detail, and ethical decision-making
  • Ability to communicate financial concepts clearly and collaboratively
  • High level of integrity and a genuine interest in helping clients achieve their goals

Preferred

  • CFP certification or recent exam completion with certification pending
  • Exposure to personal income tax planning or preparation
  • Experience with financial planning software or CRM systems
  • A proactive, team-oriented mindset with a desire to learn and grow


Compensation & Benefits

  • Competitive salary + incentive compensation
  • Fully paid medical benefits
  • Unlimited personal time off (PTO)
  • 401(k) with profit-sharing plan
  • Professional development support, including tuition and certification reimbursement, plus association membership dues


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 check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.


**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.