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Associate Wealth Manager Jobs in Boca Raton, FL (NOW HIRING)

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Conduct fundamental research related to wealth plan solutions and strategies. 5.Identify and ... Where supporting Lead Relationship Manager, interact with service areas to help determine service ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate wealth manager in Boca Raton, FL is $24.12, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $28.27 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What are popular job titles related to Associate Wealth Manager jobs in Boca Raton, FL?

For Associate Wealth Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

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The top searched job categories for Associate Wealth Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate Wealth Manager jobs?

Cities near Boca Raton, FL with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $50,165 per year, or $24.1 per hour.

Senior Wealth Advisor

Bessemer Trust Inc.

West Palm Beach, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Position Summary:

Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.

Key Responsibilities:

  • Develop and execute targeted outreach strategies to attract prospective clients.
  • Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
  • Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
  • Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
  • Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
  • Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
  • Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
  • Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
  • Provide feedback to leadership on business development strategies and opportunities.
  • Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
  • Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.

Qualifications:

  • Substantial experience in the wealth management industry and knowledge of related product areas.
  • M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
  • Comprehensive knowledge of investments, tax and estate planning and/or banking services.
  • Proven track record of successful business building and relationship management.
  • Collaborative and excellent communicator.
  • Goal-oriented, self-starter.
  • Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.

About Bessemer Trust

  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

  • For119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history,click here.
  • To learn more about Bessemer Trust,click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

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