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Investments Limited Jobs in Boca Raton, FL (NOW HIRING)

Synovus

Financial Advisor

Fort Lauderdale, FL · On-site

Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to ...

Synovus

Financial Advisor

Fort Lauderdale, FL · On-site

Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to ...

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Investments Limited information

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$9

$30

$55

How much do investments limited jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for investments limited in Boca Raton, FL is $30.72, according to ZipRecruiter salary data. Most workers in this role earn between $24.18 and $37.16 per hour, depending on experience, location, and employer.

What is Investments Limited?

Investments Limited typically refers to a company or entity that specializes in managing, acquiring, and holding financial investments such as stocks, real estate, or other assets. These firms are often structured as limited liability companies to protect their owners from personal liability. The primary goal of an investments limited company is to generate returns on its portfolio through strategic investment decisions, and they may manage assets for individuals, businesses, or institutions.

What are the key skills and qualifications needed to thrive as an investment analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, a solid foundation in finance or economics, and typically a bachelor's degree in a related field. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and relevant certifications such as CFA are commonly required. Critical thinking, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for making informed investment recommendations, supporting portfolio management, and ensuring sound financial decision-making.

What are some common challenges faced by professionals working in the investments sector at a limited company?

Professionals in investments at a limited company often navigate challenges such as balancing risk and reward, adapting to rapidly changing market conditions, and meeting strict regulatory requirements. Collaborating closely with financial analysts, portfolio managers, and compliance teams is typical to ensure investment strategies align with both company policies and client goals. Additionally, staying updated on market trends and economic developments is crucial for making informed decisions. The fast-paced environment requires strong analytical skills and efficient communication across departments.

What is the difference between Investments Limited vs Investment Analyst?

AspectInvestments LimitedInvestment Analyst
CredentialsTypically requires a finance or related degree; certifications like CFA are commonSame as Investments Limited, often requiring CFA or similar certifications
Work EnvironmentCorporate offices, investment firms, financial institutionsFinancial firms, investment banks, asset management companies
Industry UsageUsed by companies managing investments or offering investment servicesUsed by professionals analyzing investment opportunities

Investments Limited generally refers to a company or entity involved in managing or offering investment services, while an Investment Analyst is a professional role focused on analyzing investment opportunities within such firms. Both roles often require similar credentials and work in related environments, but their functions differ: one is an organization, the other a job position.

What are some investment jobs?

Investment jobs include roles such as financial analyst, portfolio manager, investment banker, and research analyst. These positions typically require strong analytical skills, knowledge of financial markets, and proficiency with tools like Excel or financial modeling software.

What are the job roles in an investments limited?

In an investments limited company, common job roles include investment analysts, portfolio managers, financial advisors, compliance officers, and administrative staff. These roles involve analyzing financial data, managing investment portfolios, ensuring regulatory compliance, and supporting client relations, often requiring relevant certifications and strong analytical skills.

What are popular job titles related to Investments Limited jobs in Boca Raton, FL?

For Investments Limited jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Investments Limited jobs in Boca Raton, FL look for?

The top searched job categories for Investments Limited jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Investments Limited jobs?

Cities near Boca Raton, FL with the most Investments Limited job openings:

Investments Limited jobs near you
Infographic showing various Investments Limited job openings in Boca Raton, FL as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $63,907 per year, or $30.7 per hour.

Bilingual Wealth Advisor and Education Consultant (Spanish)

HUB International Limited

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

ABOUT HUB INTERNATIONAL:
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
  • Competitive salaries and benefits offerings
    • Medical/dental/vision insurance and voluntary insurance options
    • Health Savings Account funding
    • 401k matching program
    • Company paid Life and Short-Term Disability Plans
    • Supplemental Life and Long-Term Disability Options
    • Comprehensive Wellness Program
    • Paid Parental Leave
    • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that's important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
  • Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups

SUMMARY:
The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
  • Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
  • Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution
  • Review, organize, process and submit completed client paperwork to appropriate parties
    • This would include both new business as well as ongoing service items
  • Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
  • Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
  • Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
  • Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
  • Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
  • Manage communication between the client and internal teams to support existing processes
  • Track meeting activity and wealth management lead pipeline for annual client reviews.
  • Generate revenue by cross-selling and converting clients to retail
  • Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
  • Provide marketing and sales support
  • Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
  • Special projects and other duties as assigned

REQUIREMENTS:
  • FINRA Series 7 license and RIA affiliation licensing requirements
  • Bachelor's degree preferred
  • Bilingual (Spanish Speaking)
  • 2-5 years of experience preferred in financial services, retirement plans, and investments
  • Must be able to work independently, with some supervision and direction from manager
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
  • Prior experience working with retirement plans and presenting to clients preferred
  • Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
  • Project management experience with working on several projects with different timelines simultaneously
  • Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
  • Must be a team player
  • Minimal travel requirements (conferences or on-site client visits)

Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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