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Associate Financial Advisor Jobs in Boca Raton, FL

The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred

Financial Aid Advisor

West Palm Beach, FL · On-site

$19.50 - $25.25/hr

The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred

Financial Aid Advisor

West Palm Beach, FL · On-site

$19.50 - $25.25/hr

Description The Financial Aid Advisor works with prospective and current students and their family ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred

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Associate Financial Advisor information

See Boca Raton, FL salary details

$36.5K

$63.7K

$106.8K

How much do associate financial advisor jobs pay per year?

As of Jul 14, 2026, the average yearly pay for associate financial advisor in Boca Raton, FL is $63,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,300.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Boca Raton, FL? The most popular types of Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Associate Financial Advisor jobs in Boca Raton, FL? For Associate Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Associate Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate Financial Advisor jobs? Cities near Boca Raton, FL with the most Associate Financial Advisor job openings:
Assurance Senior Associate - Financial Services

Assurance Senior Associate - Financial Services

Eisneramper Llp

West Palm Beach, FL • Hybrid

Full-time

Re-posted 29 days ago


EisnerAmper rating

9.6

Company rating: 9.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

1st of 17 rated bookkeepers and accountants


Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:
  • Prepare budgets for each engagement

  • Run client engagements including pre-audit planning

  • Review client accounting, operating procedures, and systems of internal control

  • Conduct audit tests to verify fair representation of client financial statements

  • Document workpapers and develop accounting worksheets

  • Perform research on technical issues

  • Review staff prepared workpapers and programs

  • Identify issues and propose appropriate solutions

  • Keep manager/partner informed on status of job

  • Communicate with client in order to complete the audit in a timely and efficient manner

  • Supervise, train and mentor staff during engagement

  • Assess performance of staff for engagement evaluations

Basic Qualifications:
  • Bachelor's degree in Accounting or equivalent field is required

  • 2+ years of audit and/or assurance experience

  • Experience with asset management clients

Preferred/Desired Qualifications:
  • CPA or parts passed towards completion

  • Master's degree in Accounting or equivalent field

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law

About Our Assurance Team:

In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.

Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com.

#LI-MC1

#LI-Hybrid

Preferred Location:
New York

For NYC and California, the expected salary range for this position is between

80000

and

115000

The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.


What EisnerAmper employees say

Pay

Benefits

Hours and flexibility

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Get the full story on Breakroom


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About EisnerAmper

Sourced by ZipRecruiter

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

New York, NY, US

Year founded

1963

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