ZipRecruiter

Log In

1

Financial Advisors Jobs in Boca Raton, FL (NOW HIRING)

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$61K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$137K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$61K - $250K/yr

Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...

next page

Showing results 1-20

All JobsFinancial Advisors JobsFinancial Advisors Jobs in Boca Raton, FL

Financial Advisors information

See Boca Raton, FL salary details

$34.3K

$97.3K

$137.1K

How much do financial advisors jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial advisors in Boca Raton, FL is $97,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salary and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual income for financial advisors is around $89,000, with top earners making significantly more. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and building a solid client portfolio.

What does a financial advisor do?

A financial advisor helps clients manage their finances by providing advice on investments, retirement planning, estate planning, and other financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial planning software. Certification such as the CFP credential is common in this profession.

What qualifications do you need as a financial advisor?

Financial advisors typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required for advanced roles. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

What are popular job titles related to Financial Advisors jobs in Boca Raton, FL?

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

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

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

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

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

Financial Advisors jobs near you
Infographic showing various Financial Advisors job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $97,261 per year, or $46.8 per hour.

Financial Planning Associate / Paraplanner

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

About Tobias Financial Advisors
Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visit https://tobiasfinancial.com/who-we-are/careers/ to learn more about careers at TFA.
Financial Planning Associate
Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You'll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.
This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.
What you will get to do
  • Assist advisory team on client research, meeting preparations and meeting follow-up.
  • Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
  • Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
  • Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
  • Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
  • Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
  • Support firm's tax planning process to include research and preparation of client income tax plans.
  • Learn and adapt to service needs of various clients in order to answer day-to-day questions.

What we seek in a candidate
  • 2+ years of client service or business-related experience
  • Bachelor's degree in business or related field; specialization or graduate from financial planning program highly preferred
  • Experience in wealth management, financial planning, or financial services highly preferred.
  • Demonstrated passion for the Financial Planning profession.
  • Foundations in Financial Planning: Registered Paraplanner® designation a plus
  • Ability to identify, meet, and follow through with client needs and requirements.
  • Organized with a strong attention to detail and ethical standards.
  • Ability to think strategically to improve internal client service and planning processes or develop new ones.
  • Commitment to team culture, development, and personal professional growth

Benefits offered to you include
  • Competitive health insurance plan with 100% of the cost covered for the employee.
  • Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
  • Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
  • Unlimited PTO program
  • Paid parental leave available.
  • Paid learning and development opportunities, including tuition reimbursement.
  • Employee wellness program, which includes financial, emotional, physical and other wellness areas.
  • 401(k) retirement plan with employer contribution and profit sharing
  • Daily healthy snacks and frequent team building lunches, charitable and other activities.

Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.
*Applicants must be able to pass a background and employment credit check.

Apply