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Entry Level Wealth Management Jobs in Boca Raton, FL

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

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 ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · Remote

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ...

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Boca Raton, FL

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 27, 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.
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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% Full Time. Highlights an 100% In-person job distribution, with an average salary of $45,390 per year, or $21.8 per hour.
Planning Associate

Planning Associate

Modera Wealth Management

Plantation, FL • On-site

$60K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Planning Associate that will be responsible for supporting our lead advisors in our Plantation, FL office.
Responsibilities:
  • Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
  • Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
  • Assisting with preparation for client meetings
  • Preparing client Investment Policy Statements and asset allocation reports
  • Communicating with clients, as well as their accountants and attorneys, verbally and in writing
  • Attending client meetings and assisting with documentation and follow up actions
  • Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
  • Prepare for and pass the FINRA Series 65 within the mandated company timeline.

Duties and responsibilities over time:
  • Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
  • Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding
  • Assisting clients with the implementation of their financial plans
  • Participating in client meetings to support the primary relationship manager
  • Reviewing and interpreting investment allocation trading reports
  • Collaborating with the client service team to facilitate and monitor client service activities
  • Occasional travel may be required

What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:
  • Minimum: Bachelor's Degree
  • 0-3 years of financial planning experience desirable or equivalent financial planning coursework
  • Ability to obtain FINRA Series 65 required during first twelve months
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:
  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $60,000-85,000 annually, non-exempt
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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