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

New York Life Insurance

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Financial Services Manager

Sunrise, FL Β· On-site

$60K - $285K/yr

Phase 2: Transition to Associate Partner (Months 13-18) After meeting specific benchmarks in your ... You will shift your focus to recruiting, coaching, and leading your own team of financial ...

Rockefeller Financial

Client Associate

Boca Raton, FL Β· On-site

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...

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Financial Associate information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do financial associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for financial associate in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Boca Raton, FL?

The most popular types of Financial jobs in Boca Raton, FL are:

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

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Investment Associate (Financial Services)

Boca Raton, FL β€’ On-site

Hennion & Walsh Inc
Finance and InsuranceΒ β€’Β 51 - 200 employees
Learn more about Hennion & Walsh Incexternal

$30K - $61K/yr

Full-time

Medical, Dental, Retirement

Re-posted 7 days ago

Job description


Position Overview

Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors.

As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed.

Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals.

Position Key Responsibilities
  • Participate in the firm’s Financial Advisor training and licensing program
  • Study for and complete FINRA licensing examinations with firm support
  • Learn investment products, financial markets, and wealth management strategies
  • Develop communication and relationship-building skills through advisor mentorship
  • Assist in building and maintaining client relationships
  • Collaborate with advisors and internal teams in a fast-paced financial services environment
Position Must Haves
  • Bachelor’s Degree required
  • Strong communication and interpersonal skills
  • Goal-oriented, motivated, and coachable mindset
  • Professional work ethic and strong attention to detail
  • Ability to multitask and work in a fast-paced environment
  • Excellent organizational and time management skills
  • Interest in financial markets, investing, and wealth management
Position Preferences (if applicable)
  • Prior internship, sales, finance, or customer service experience
  • Entrepreneurial mindset with an interest in business development
  • Interest in pursuing a long-term career as a Financial Advisor
Benefits
  • Competitive base compensation plus variable compensation opportunities
  • Paid training and licensing support
  • Mentorship and professional development programs
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Career growth opportunities within a growing financial services firm



The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.