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

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... We are looking for a Planning Associate that will be responsible for supporting our lead advisors ...

UBS

Client Associate

Boca Raton, FL · On-site

... global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich ...

UBS

Client Service Associate

Boca Raton, FL · On-site

$55K - $75K/yr

Do you know how to take care of people? We're looking for a client associate to: • keep ... on wealth management • excellent communicator, with solid interpersonal skills • detail ...

UBS

Client Associate

Boca Raton, FL · On-site

... global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich ...

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Associate Wealth Manager information

See Boca Raton, FL salary details

$11

$24

$47

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:

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

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.

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...

Goldman Sachs

West Palm Beach, FL • On-site

Full-time

Posted 28 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

  • Role will support the Goldman Sachs US Wealth businesses - Private Wealth Management (PWM), Ayco and Third Party Wealth (TPW)
  • Support and attend internal and external client meetings to discuss XIG public market views and platform offerings via in-person or Zoom client meetings, calls or portfolio reviews
  • Provide detailed information on strategy performance, positioning and active management themes to US PWM and Ayco advisors and key PWM stakeholder groups 
  • Assist in the new strategy onboarding process for US Private Wealth Management and Ayco
  • Key role in the communication of investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors (one is GSAM's largest mutual fund) offered to US Wealth clients
  • Establish, maintain, and grow relationships with TPW regional wholesaling partners and clients
  • Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of marketing materials, portfolio construction analysis and strategic initiatives 
  • Exhibit strong verbal and written communication skills
  • Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct in order to produce recurring materials (RFPs/DDQs, active management review, etc.)  
  • Strong interest in capital markets, asset management, and understanding of traditional asset classes 

What Goldman Sachs employees say

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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