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Director Wealth Jobs in Boca Raton, FL (NOW HIRING)

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · Remote

$250 - $350/hr

... wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · On-site

$250 - $350/hr

... wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other ...

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Showing results 21-40

All JobsWealth JobsDirector Wealth JobsDirector Wealth Jobs in Boca Raton, FL

Director Wealth information

See Boca Raton, FL salary details

$49.8K

$138.7K

$234.4K

How much do director wealth jobs pay per year?

As of Sep 4, 2026, the average yearly pay for director wealth in Boca Raton, FL is $138,657.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,400.00 and $185,000.00 per year, depending on experience, location, and employer.

What is a director of wealth?

A Director of Wealth is a senior financial executive responsible for overseeing wealth management services for high-net-worth individuals or organizations. They lead teams of advisors, develop strategies for investment, estate planning, and risk management, and ensure that clients’ financial goals are met. This role involves both client relationship management and the implementation of best practices in portfolio management. Directors of Wealth often work at banks, financial advisory firms, or private wealth management companies, providing tailored solutions to complex financial needs.

What are the key skills and qualifications needed to thrive as a director of wealth?

To thrive as a Director Wealth, you need strong financial acumen, investment management expertise, and a relevant degree such as finance or business, often paired with certifications like CFA or CFP. Mastery of portfolio management systems, financial planning software, and compliance platforms is typically required. Exceptional relationship-building, leadership, and strategic communication skills help differentiate top performers in this role. These capabilities are crucial for delivering tailored wealth solutions, ensuring regulatory compliance, and building lasting client trust.

What are some common challenges a director of wealth faces when managing high-net-worth client portfolios?

A Director of Wealth often navigates complex challenges such as balancing diverse client objectives, staying updated with regulatory changes, and managing market volatility. This role requires careful coordination with legal, tax, and investment specialists to deliver tailored solutions while maintaining strong client relationships. Additionally, Directors of Wealth must ensure their team remains informed and compliant, all while proactively identifying new opportunities for client growth and retention.

What is the difference between Director Wealth vs Financial Advisor?

AspectDirector WealthFinancial Advisor
CredentialsCFP, CFA, or equivalent; often advanced degreesCFP, Series 7, Series 66; varies by employer
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, advising individuals or institutions
Industry UsageFinancial services, wealth management firmsBanking, independent advisory firms, brokerages
Primary FocusOverseeing wealth management strategies and teamsProviding personalized financial planning and investment advice

While both roles operate within the wealth management industry, a Director Wealth typically holds a senior leadership position focused on strategic oversight and managing teams, often requiring advanced certifications. In contrast, a Financial Advisor directly interacts with clients to develop personalized financial plans. The roles differ mainly in scope and responsibilities but share similar credentials and industry environments.

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

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

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

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

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

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

Director Wealth jobs near you
Infographic showing various Director Wealth job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $138,657 per year, or $66.7 per hour.

Client Services & Advisor Support

Z Wealth Solutions

Fort Lauderdale, FL • On-site

$60K - $70K/yr

Other

Posted 4 days ago

Job description

Summary:

This role supports a fast-paced wealth management and life insurance practice by

ensuring smooth daily operations, exceptional client service, and accurate processing of insurance

applications. This role blends administrative support, CRM management, advisor assistance, and

direct client interaction to help maintain a high-quality, compliant client experience.


Key Responsibilities

  • Provide day-to-day administrative support to wealth management and life insurance advisors.
  • Manage and maintain CRM records, workflows, task tracking, and client data integrity.
  • Prepare, submit, and follow up on life insurance applications, including requirements, underwriting updates, and carrier communication.
  • Assist with scheduling, client onboarding, policy delivery, and ongoing service requests.
  • Serve as a primary point of contact for clients, delivering warm, responsive, and professional service.
  • Coordinate with carriers, vendors, and internal teams to ensure timely processing and issue resolution.
  • Support compliance requirements through accurate documentation, recordkeeping, and communication.
  • Assist with basic reporting, client reviews, and operational projects as needed.


Required Experience & Skills

  • Prior experience in a wealth management, financial planning, or insurance oô€†Żice.
  • Hands-on experience assisting life insurance advisors and processing life insurance applications.
  • Strong CRM management skills .
  • Excellent client service and communication abilities.
  • High attention to detail, accuracy, and follow-through.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Familiarity with insurance carriers, underwriting processes, and financial services terminology.


Work Location: This role may be performed in-office, hybrid, or remotely, but will be expected to

complete an initial in-office training and onboarding period before eligibility to a different work

arrangement.


Annual Salary: Starting salary will range from $60K-70K, based on experience and qualifications.

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