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Entry Level Financial Advisor Jobs in Boca Raton, FL

Raising Cane's

Customer Service Associate

Miramar, FL

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entry Level Financial Advisor information

See Boca Raton, FL salary details

$33.5K

$94.9K

$133.9K

How much do entry level financial advisor jobs pay per year?

As of Jun 11, 2026, the average yearly pay for entry level financial advisor in Boca Raton, FL is $94,938.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,700.00 and $121,800.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, especially if you are managing your own investments or advising clients with similar assets. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 income can be sufficient depending on location, living expenses, and career stage. Many advisors start with lower earnings and build their client base over time, often earning commissions or fees based on assets under management. Success in this role also depends on skills, certifications, and the ability to attract clients.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically complete relevant education such as a bachelor's degree in finance, economics, or a related field, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining skills in financial planning, customer service, and sales, along with internships or entry-level positions, can help build experience and credibility in the field.

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

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

What do entry-level financial advisors do?

Entry-level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of experienced advisors and using financial planning software.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

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 Entry Level Financial Advisor jobs in Boca Raton, FL? For Entry Level Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Entry Level Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Entry Level Financial Advisor jobs? Cities near Boca Raton, FL with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Boca Raton, FL as of June 2026, with employment types broken down into 100% Full Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $94,938 per year, or $45.6 per hour.
Client Success Associate

Client Success Associate

SMArtX Advisory Solutions

West Palm Beach, FL

Other

Posted 9 days ago

Job description

Job Description
Client Success Associate
Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.
As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You'll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.
Responsibilities

  • Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.
  • Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.
  • Assist with account setup, maintenance, and documentation updates.
  • Collaborate with internal teams (trading, operations, technology) to resolve client issues.
  • Conduct basic client trainings and support workshops to improve platform utilization.
  • Track and log client feedback, escalating recurring issues to senior team members.
  • Maintain and contribute to training materials, FAQs, and support documentation.
  • Build strong client relationships through consistent follow-up and proactive communication.
Qualifications
  • Bachelor's degree preferred (Business, Finance, or related field a plus).
  • 0-1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.
  • Strong communication and interpersonal skills.
  • Highly organized, detail-oriented, and able to manage multiple priorities.
  • Comfortable learning new technology platforms and processes quickly.
  • Proficient in Microsoft Office Suite, including Microsoft Excel.
  • Team-oriented, proactive, and eager to grow in a client-facing career.

Why Join SMArtX?
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.
Skills Required
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More Details
Employment Type: Full Time Location: West Palm Beach , Florida , United States Experience Required: Entry Level Date Published: 04 Sep 2025

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