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

$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

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 Jul 30, 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.

What are the key skills and qualifications needed to thrive in the Financial Advisors position, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial planning principles, and at least a bachelor's degree in finance, business, or a related field, often complemented by licensure such as Series 7 or certifications like CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and effective communication are highly valued soft skills in this role. These skills are critical for building client relationships, providing sound financial advice, and achieving client financial objectives.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing guidance on investments, retirement planning, tax strategies, and other financial goals. They assess clients' financial situations, develop customized plans, and recommend strategies to build and protect wealth. Advisors may also monitor financial markets and adjust plans accordingly. Their goal is to help clients make informed decisions to achieve financial security.

What are the typical career advancement opportunities for Financial Advisors?

Financial Advisors can advance their careers in several ways, including moving into senior advisory roles, specializing in areas such as wealth management or retirement planning, or taking on managerial positions within their firm. Many advisors also work towards obtaining advanced certifications like the CFP or CFA, which can open doors to higher-level roles and increase credibility with clients. With experience, some Financial Advisors transition to independent practice or become partners at their firms. Career progression is often tied to client retention, results, and the ability to build a robust client base.

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 July 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Contract. Highlights an 84% In-person, 6% Hybrid, and 10% Remote job distribution, with an average salary of $97,261 per year, or $46.8 per hour.

Wealth Advisor / Financial Planner

Tobias Financial Advisors

Plantation, FL

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

About Tobias Financial Advisors

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.


Why Join Us

As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.


Position Summary

We're looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm.


What You'll Get to Do

  • Lead and deepen relationships with new and existing clients
  • Develop comprehensive financial plans that align with clients' goals
  • Build investment policy statements and conduct ongoing portfolio reviews
  • Identify tax planning opportunities and collaborate with CPAs and planning associates
  • Research and provide recommendations on estate planning, investments, and Social Security strategies
  • Participate in business development, including attending client events and engaging Centers of Influence
  • Contribute to firm initiatives and mentor junior team members (as applicable)


What We're Looking For

  • Bachelor's degree
  • CFP certification
  • Minimum 3-5 years of financial planning experience within a wealth management or financial advisory firm
  • Experience managing client relationships and presenting complex planning concepts
  • Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce)
  • Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards


Compensation & Benefits

  • Competitive salary + performance-based incentive compensation
  • Fully paid medical, dental and vision coverage
  • Unlimited PTO
  • 401(k) and profit-sharing plan
  • Professional development support (tuition reimbursement, certification expenses, association dues)


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 check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.


**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Apply