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Entrylevel 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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Entrylevel Financial Advisor information

See Boca Raton, FL salary details

$34.2K

$96.9K

$136.7K

How much do entrylevel financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for entrylevel financial advisor in Boca Raton, FL is $96,922.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,200.00 and $124,300.00 per year, depending on experience, location, and employer.

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

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 a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are the most commonly searched types of Entrylevel Financial Advisor jobs in Boca Raton, FL? The most popular types of Entrylevel Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Entrylevel Financial Advisor jobs in Boca Raton, FL? For Entrylevel Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Entrylevel Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Entrylevel Financial Advisor jobs? Cities near Boca Raton, FL with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Client Success Associate

Client Success Associate

SMArtX Advisory Solutions

West Palm Beach, FL

Other

Posted 8 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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