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Associate Financial Consultant Jobs in Boca Raton, FL

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

Empower

Workplace Planning Consultant

West Palm Beach, FL · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

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Showing results 21-40

All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Boca Raton, FL

Associate Financial Consultant information

See Boca Raton, FL salary details

$43.2K

$98.6K

$165.1K

How much do associate financial consultant jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial consultant in Boca Raton, FL is $98,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $118,600.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

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

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

What are the most commonly searched types of Financial Consultant jobs in Boca Raton, FL?

The most popular types of Financial Consultant jobs in Boca Raton, FL are:

What job categories do people searching Associate Financial Consultant jobs in Boca Raton, FL look for?

The top searched job categories for Associate Financial Consultant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate Financial Consultant jobs?

Cities near Boca Raton, FL with the most Associate Financial Consultant job openings:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,279 per year, or $47.2 per hour.

Sales Representative

VentureTech Solutions

Sunrise, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

Job Overview
Sales Representative | Settlement Sales Associate | Financial Sales Consultant
Hiring Multiple Inside Sales Representatives - Immediate Openings
Base Salary + Uncapped Commission | Top Earners: 70,000+| Leads Provided
We're rapidly expanding and are hiring experienced Sales Representatives, Sales Consultants, Account Executives, Financial Sales Representatives, and Settlement Sales Associates to join our high-performing sales team.
If you have experience in inside sales, phone sales, call center sales, B2C sales, financial services sales, debt settlement, personal loans, merchant cash advance (MCA), insurance sales, mortgage sales, real estate sales, or consultative sales, we encourage you to apply.
This is an excellent opportunity for motivated sales professionals looking for uncapped commissions, career advancement, and a company that invests in training and development.
What You'll Do
  • Speak with qualified inbound and outbound prospects interested in financial relief solutions.
  • Conduct consultative sales conversations to identify each client's needs.
  • Present settlement solutions with confidence and professionalism.
  • Build rapport, overcome objections, and close sales over the phone.
  • Manage your sales pipeline using CRM software.
  • Follow up with prospects to maximize closing opportunities.
  • Consistently achieve and exceed individual sales goals.

Qualifications
  • Experience as an Inside Sales Representative, Sales Representative, Account Executive, Sales Consultant, Business Development Representative (BDR), Sales Development Representative (SDR), Call Center Sales Representative, or similar sales role preferred.
  • Strong closing skills and objection-handling ability.
  • Excellent phone communication and consultative selling skills.
  • Self-motivated, goal-oriented, and competitive.
  • CRM experience preferred.
  • Financial services or settlement industry experience is a plus but not required.

Compensation
  • Competitive base salary
  • Uncapped commission
  • Performance bonuses
  • Weekly and monthly incentives
  • Paid training
  • PTO
  • 401K matching program
  • Health, dental, and vision benefits (where applicable)

Why Top Sales Professionals Join Our Team
  • Warm, qualified leads provided
  • No cold door-to-door sales
  • Proven sales process
  • Comprehensive onboarding and coaching
  • High-income earning potential
  • Supportive leadership and collaborative culture
  • Opportunities for promotion into leadership

Ideal Background
We welcome candidates with experience in:
  • Inside Sales
  • Phone Sales
  • Call Center Sales
  • Financial Services Sales
  • Debt Settlement
  • Debt Resolution
  • Personal Loans
  • Mortgage Sales
  • Insurance Sales
  • Banking
  • Merchant Cash Advance (MCA)
  • Credit Repair
  • Business Development
  • Customer Retention
  • Account Management
  • Collections
  • B2C Sales
  • Consultative Sales
  • High-Ticket Sales

If you're a motivated sales professional ready to maximize your earning potential while helping clients improve their financial future, apply today. We are actively interviewing and hiring multiple Inside Sales Representatives immediately.
By submitting your interest in this position, you provide your written express consent and agree that VentureTech Solutions may contact you regarding employment opportunities using autodialing, text and pre-recorded messaging for convenience via telephone, mobile device (including SMS and MMS - charges may apply depending on your carrier, not by us, messaging frequency varies; text STOP to cancel), even if your telephone number is currently listed on any internal, corporate, state or federal Do-Not-Call list.
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