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Financial Advisor Assistant Jobs in Boca Raton, FL

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Boca Raton, FL

Financial Advisor Assistant information

See Boca Raton, FL salary details

$27K

$51.5K

$86.4K

How much do financial advisor assistant jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial advisor assistant in Boca Raton, FL is $51,477.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $59,800.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

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 Financial Advisor Assistant jobs in Boca Raton, FL?

For Financial Advisor Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Boca Raton, FL look for?

The top searched job categories for Financial Advisor Assistant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Financial Advisor Assistant jobs?

Cities near Boca Raton, FL with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $51,477 per year, or $24.7 per hour.

Financial Advisor Assisstant (Delray Beach, FL)

Humans Being Resources

Delray Beach, FL • On-site

$55K - $70K/yr

Full-time

Medical, PTO

Posted 4 days ago

Job description

Financial Office Assistant
Financial Advisor Assistant
(Financial Services Firm)
Our client's Financial Services Firm located in the Delray Beach, FL area is looking to add a key employee to the Team. They are seeking a professional Financial Office Assistant / Financial Advisor Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. If you want to join a team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • 2+ years of Financial Services / Wealth Management experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus
  • Experience with Medicare Supplement plans is a plus
ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Office Assistant / Financial Advisor Assistant you will:
  • Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Manage financial advisory team calendar appointments, meetings, events, travel, etc. as needed
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION
  • $55,000 - $70,000 Annual Compensation (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Healthcare Insurance Contribution + SEP Plan Contribution
  • Generous PTO Policy & Paid Holidays
  • Great Work/Life Balance

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Office Assistant / Financial Advisor Assistant position in the Delray Beach, FL area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!