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

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL ยท On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL ยท On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

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Showing results 1-20

All JobsFinancial Services JobsFinancial Services Jobs in Boca Raton, FL

Financial Services information

See Boca Raton, FL salary details

$36.5K

$90.6K

$138.5K

How much do financial services jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial services in Boca Raton, FL is $90,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,900.00 and $105,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in financial services, and why are they important?

To thrive in Financial Services, you need strong analytical skills, financial modeling proficiency, and a relevant degree such as finance, economics, or accounting. Familiarity with financial analysis tools, Excel, industry-specific software, and certifications like CFA or CPA are highly valued. Excellent communication, attention to detail, and ethical judgment set top professionals apart in this field. These skills and qualifications are critical for making informed financial decisions, maintaining regulatory compliance, and building trust with clients.

What are some typical challenges faced when starting a career in financial services, and how can new professionals overcome them?

New professionals in financial services often encounter challenges such as navigating complex regulatory environments, understanding a wide range of financial products, and building client trust. The fast-paced nature of the industry can also make it challenging to keep up with changing market trends and compliance requirements. To overcome these obstacles, it's helpful to seek mentorship, engage in continuous learning through training programs, and actively communicate with colleagues and clients to build strong relationships. Many organizations also provide structured onboarding and support to help new hires adapt successfully.

What are the different financial services sectors where I can work?

The financial services sector encompasses a wide range of employment possibilities. For example, you could work in consumer banking, which deals with basic savings and checking accounts. Your duties in this job typically involve setting up these accounts for people, but you may provide other services, like financial planning or lending. You can also work in investment banking or stock trading. In both of these industries, you help people develop investment portfolios for significant growth and profit. Outside of banking, you can work in an accountant or financial advisor position.

What is the difference between Financial Services vs Financial Analyst?

AspectFinancial ServicesFinancial Analyst
Required CredentialsVaries; often includes degrees in finance, economics, or related fields; certifications like CFA or CFP beneficialTypically requires a degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentBanking institutions, investment firms, insurance companies, financial advisory firmsCorporations, investment banks, asset management firms, consulting agencies
Employer & Industry UsageFinancial services industry broadly covers banking, insurance, and investment sectorsSpecialized role within finance, focusing on analyzing financial data and investment opportunities

Financial Services is a broad industry encompassing various roles in banking, insurance, and investments, while a Financial Analyst is a specific position within that industry focused on analyzing financial data to support decision-making. Both roles often require similar credentials and work in related environments, but their scope and responsibilities differ.

Is financial services a good career?

Financial services is a broad industry that offers roles such as financial analysts, advisors, and bankers, often requiring strong analytical skills and certifications like the CFA or CPA. It can provide competitive salaries, opportunities for advancement, and a dynamic work environment, but job stability and work hours vary by position and employer.

What is a job in financial services?

A job in financial services involves working in industries such as banking, investment, insurance, or financial planning, providing services related to managing money, investments, and financial risk. Roles often require strong analytical skills, knowledge of financial regulations, and proficiency with financial tools or software. These jobs can include positions like financial analyst, loan officer, or financial advisor, and may require relevant certifications or licenses.
More about Financial Services jobs

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

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

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

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

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

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

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

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

Financial Services jobs near you
Infographic showing various Financial Services job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $90,631 per year, or $43.6 per hour.

Financial Services Recruiter

Coastal Wealth

Fort Lauderdale, FL โ€ข Remote

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 hours ago

Job description

Company Overview:

At Coastal Wealth, we are a trusted leader in the insurance and financial services industry, committed to helping individuals and businesses secure their futures through personalized financial strategies. Our growing team is driven by values of integrity, collaboration, and excellence — and now we’re seeking a dynamic Recruiter to help us attract top talent that shares our mission.


Position Summary:

We are looking for an experienced and highly motivated Recruiter who understands the unique talent needs of the insurance and financial services sector. The ideal candidate will be responsible for sourcing, screening, and presenting high-quality candidates across a variety of roles including advisors, underwriters, client service professionals, and support staff.


Key Responsibilities:

  • Develop and execute effective sourcing strategies to attract qualified candidates in the insurance and financial services space
  • Knowledge of selling strategies in the financial services space to actively compete with other broker dealers/insurance firms
  • Build and maintain a pipeline of top-tier talent through networking, social media, job boards, and industry events
  • Conduct in-depth candidate screenings and interviews to assess experience, skills, and cultural fit
  • Collaborate with hiring managers to understand role requirements, organizational goals, and candidate profiles
  • Manage the end-to-end recruitment process, including job postings, candidate communication, interview scheduling, and offers
  • Maintain accurate and up-to-date candidate records in Salesforce
  • Promote our employer brand and contribute to a positive candidate experience


Qualifications:

  • 3+ years of recruiting experience, with a strong preference for background in insurance or financial services
  • Deep understanding of industry roles, licensing requirements, and career paths within financial services
  • Proven ability to build strong relationships with both candidates and hiring teams
  • Strong sourcing skills and experience using LinkedIn Recruiter, job boards, and applicant tracking systems
  • Excellent communication, organizational, and negotiation skills
  • Ability to work independently and manage multiple open roles in a fast-paced environment


Preferred:

  • Experience recruiting for advisor, broker, or agent roles
  • Knowledge of FINRA and insurance licensing (e.g., Series 6/7, Life/Health licenses)
  • Experience in employer branding or talent marketing is a plus


What We Offer:

  • Competitive compensation and performance incentives
  • Flexible work environment (remote/hybrid options)
  • Opportunities for growth and professional development
  • Supportive, mission-driven team culture
  • Benefits package including health, dental, vision, 401(k), and more
  • Seniority Level

Mid-Senior level

  • Industry
    • Financial Services
    • Staffing and Recruiting
    • Insurance
  • Employment Type

Full-time

  • Job Functions
    • Administrative
    • Other
  • Skills
    • Sourcing
    • Onboarding
    • Human Resources (HR)
    • Networking
    • Technical Recruiting
    • Internet Recruiting
    • Talent Management
    • Negotiation
    • Recruitment Advertising
    • Interviewing
    • Salesforce.com