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Entry Level Wealth Management Jobs in Boca Raton, FL

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Entry Level Wealth Management information

See Boca Raton, FL salary details

$23.7K

$45.4K

$65K

How much do entry level wealth management jobs pay per year?

As of Jul 13, 2026, the average yearly pay for entry level wealth management in Boca Raton, FL is $45,390.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $49,300.00 per year, depending on experience, location, and employer.

What is an Entry Level Wealth Management job?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in the Entry Level Wealth Management position, and why are they important?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

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

For an entry level wealth management role, $200,000 in assets can be sufficient to work with a financial advisor, as many advisors have minimum investment requirements ranging from $1,000 to $100,000. However, the specific minimums vary by firm and service type, and some advisors may offer services tailored to clients with lower assets, especially if they focus on financial planning or fee-based models.

How many financial advisors make $500,000 a year?

Entry level wealth management advisors typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors earn between $60,000 and $150,000 at the start of their careers, with top earners reaching higher levels after years of experience and building a large client portfolio.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What is an entry level job in wealth management?

An entry level job in wealth management typically involves supporting financial advisors with client account management, research, and administrative tasks. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

How to begin a career in wealth management?

To start a career in wealth management, individuals typically pursue a bachelor's degree in finance, economics, or related fields and gain relevant experience through internships or entry-level financial roles. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects in the field.
What are the most commonly searched types of Wealth Management jobs in Boca Raton, FL? The most popular types of Wealth Management jobs in Boca Raton, FL are:
What are popular job titles related to Entry Level Wealth Management jobs in Boca Raton, FL? For Entry Level Wealth Management jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management jobs in Boca Raton, FL look for? The top searched job categories for Entry Level Wealth Management jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Entry Level Wealth Management jobs? Cities near Boca Raton, FL with the most Entry Level Wealth Management job openings:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Boca Raton, FL as of July 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $45,390 per year, or $21.8 per hour.
Client Success Associate

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL • On-site

Full-time

Re-posted 12 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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