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

SCS Financial

Associate, Client Advisor

West Palm Beach, FL · On-site

$60K - $75K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our ... Key responsibilities include coordinating account openings and portfolio administration, preparing ...

Atrium

Property Finance Associate

Fort Lauderdale, FL · On-site

The Property Finance Associate supports the financial management of residential real estate portfolios and also provides basic administrative support to the Finance Executive. This Property Finance ...

Marriott International

Housekeeping

Fort Lauderdale, FL · On-site

$14.25 - $17.25/hr

Treating guests exceptionally starts with the way we take care of our associates. That's The JW Treatmentâ„¢. In joining JW Marriott, you join a portfolio of brands with Marriott International. Be ...

Amerant Bank

Client Services Associate III

Miramar, FL

$13.25 - $18.25/hr

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase ...

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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Boca Raton, FL

Portfolio Associate information

See Boca Raton, FL salary details

$8

$17

$30

How much do portfolio associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for portfolio associate in Boca Raton, FL is $17.99, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $19.09 per hour, depending on experience, location, and employer.

What is a typical portfolio associate salary?

A portfolio associate at Wells Fargo typically earns between $50,000 and $70,000 annually, depending on experience and location. The role often requires strong analytical skills and familiarity with financial tools and software.

What job makes $10,000 a month without a degree?

A Portfolio Associate typically earns a salary that varies based on experience and performance, but reaching $10,000 a month without a degree is uncommon. Many high-paying roles in finance, sales, or tech may offer such income through commissions, bonuses, or profit sharing, often requiring specialized skills, certifications, or experience rather than formal degrees.

What are the key skills and qualifications needed to thrive as a Portfolio Associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Is portfolio manager an entry level job?

A portfolio manager is typically not an entry-level position; it usually requires several years of experience in finance, investment analysis, or related roles. Entry-level roles in investment firms often include analyst or associate positions, with portfolio management being a more senior responsibility that involves overseeing investment strategies and client portfolios. Certifications like the CFA can also be important for advancement to this role.

What is a Portfolio Associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a Portfolio Associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What does a portfolio associate do?

A portfolio associate supports investment teams by analyzing financial data, monitoring portfolio performance, and assisting with asset allocation and risk management. They often use tools like Excel and investment management software and may prepare reports for clients or senior staff. The role requires strong analytical skills and knowledge of financial markets.
What are the most commonly searched types of Portfolio jobs in Boca Raton, FL? The most popular types of Portfolio jobs in Boca Raton, FL are:
What are popular job titles related to Portfolio Associate jobs in Boca Raton, FL? For Portfolio Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Boca Raton, FL look for? The top searched job categories for Portfolio Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Portfolio Associate jobs? Cities near Boca Raton, FL with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 1% As Needed, 40% Full Time, 55% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $37,418 per year, or $18 per hour.
Associate, Client Advisor

Associate, Client Advisor

SCS Financial

West Palm Beach, FL • On-site

$60K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description

Position Summary

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.

This role is located in West Palm Beach, FL.

Primary Responsibilities 

  • Support the implementation and maintenance of clients' investment and strategic financial plans
  • Coordinate account openings, transfers, and ongoing portfolio administration
  • Prepare customized client meeting materials, presentations, and reports
  • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
  • Confirm and track trading activity and other investment-related transactions
  • Serve as a point of contact for client inquiries, ensuring timely and accurate responses
  • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs
  • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
  • Maintain a high level of accuracy, organization, and discretion in handling confidential client information
  • Ensure all client-related activities are compliant with firm policies and regulatory standards

Qualifications

  • Minimum of a Bachelor's degree in Finance, Economics or other related discipline
  • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
  • 1+ years of relevant professional experience
  • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
  • Excellent organizational, prioritization, and time management skills
  • Analytical with a strong attention to detail; problem solve effectively
  • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
  • Strong written and oral communication skills

This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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