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

H&R Block

Block Advisor Tax Advisor

Plantation, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Coral Springs, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Hollywood, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Pompano Beach, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Pompano Beach, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Boynton Beach, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Boca Raton, FL · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Florida Atlantic University

Academic Advisor I

Boca Raton, FL · On-site

$39K - $48K/yr

Reports to the Assistant or Associate Director, University Advising Services, overseeing transfer student onboarding.Coordinates efforts with the Transfer Student Services team and attends regular ...

Florida Atlantic University

Academic Advisor I

Boca Raton, FL · On-site

$39K - $48K/yr

Reports to the Assistant or Associate Director, University Advising Services, overseeing transfer student onboarding. Coordinates efforts with the Transfer Student Services team and attends regular ...

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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.
What are the most commonly searched types of Advisor jobs in Boca Raton, FL? The most popular types of Advisor jobs in Boca Raton, FL are:
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What job categories do people searching Associate Advisor jobs in Boca Raton, FL look for? The top searched job categories for Associate Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate Advisor jobs? Cities near Boca Raton, FL with the most Associate Advisor job openings:
Associate Advisor jobs near you
Wealth Advisor / Financial Planner

Wealth Advisor / Financial Planner

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 hours ago

Job description

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 life's 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, you'll 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

We're looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.


What You'll Get to Do

  • Lead and deepen relationships with new and existing clients
  • Develop comprehensive financial plans that align with clients' goals
  • Build investment policy statements and conduct ongoing portfolio reviews
  • Identify tax planning opportunities and collaborate with CPAs and planning associates
  • Research and provide recommendations on estate planning, investments, and Social Security strategies
  • Participate in business development, including attending client events and engaging Centers of Influence
  • Contribute to firm initiatives and mentor junior team members (as applicable)


What We're Looking For

  • Bachelor's degree
  • CFP certification
  • Minimum 3-5 years of financial planning experience within a wealth management or financial advisory firm
  • Experience managing client relationships and presenting complex planning concepts
  • Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
  • Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards


Compensation & Benefits

  • Competitive salary + performance-based incentive compensation
  • Fully paid medical, dental and vision coverage
  • Unlimited PTO
  • 401(k) and profit-sharing plan
  • Professional development support (tuition reimbursement, certification expenses, association 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.

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