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Private Wealth Management Jobs in Boca Raton, FL

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth ...

US Bank

PWM Private Wealth Advisor

Fort Lauderdale, FL · Hybrid

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

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All JobsPrivate Wealth Management JobsPrivate Wealth Management Jobs in Boca Raton, FL

Private Wealth Management information

See Boca Raton, FL salary details

$10.5K

$42.5K

$51.3K

How much do private wealth management jobs pay per year?

As of Aug 22, 2026, the average yearly pay for private wealth management in Boca Raton, FL is $42,520.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $48,000.00 per year, depending on experience, location, and employer.

What is private wealth management?

Private wealth management is a professional service that provides individuals, families, or entities with comprehensive financial planning and investment management tailored to their unique needs. It typically involves creating strategies to grow, protect, and transfer wealth, offering services such as portfolio management, tax planning, estate planning, and retirement planning. Private wealth managers work closely with clients to understand their financial goals and risk tolerance, providing personalized advice and solutions. This service is often targeted at high-net-worth individuals or those with complex financial situations.

What are the key skills and qualifications needed to thrive in private wealth management?

To thrive in Private Wealth Management, you need a deep understanding of investment strategies, financial planning, and market analysis, often supported by a degree in finance or economics and certifications like the CFP or CFA. Familiarity with financial planning software, portfolio management systems, and CRM platforms is typically required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and long-term relationships with high-net-worth clients. These competencies ensure clients receive tailored, effective financial advice and that their wealth is managed securely and strategically.

What are some common challenges faced by professionals in private wealth management, and how can they be addressed?

Professionals in Private Wealth Management often face challenges such as managing complex client portfolios, staying updated with changing financial regulations, and maintaining strong client relationships. Balancing personalized service with the demands of compliance and risk management can be demanding, especially when clients have diverse financial goals and risk tolerances. To address these challenges, it's important to stay current with industry certifications, leverage advanced portfolio management tools, and foster transparent communication with clients and team members. Collaboration with legal, tax, and investment specialists is also key to delivering comprehensive wealth solutions.

What is the difference between Private Wealth Management vs Financial Advisor?

AspectPrivate Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, Series 7, Series 66
Work EnvironmentHigh-net-worth client focus, personalized servicesBroader client base, including middle-income clients
Employer & IndustryPrivate banks, wealth management firmsIndependent, brokerage firms, banks

Private Wealth Management and Financial Advisors both serve clients with financial planning needs, but Private Wealth Managers typically focus on high-net-worth individuals with personalized, comprehensive services. Financial Advisors often serve a broader client base with more standardized solutions. The roles overlap in credentials and industry usage, but their client focus and service scope differ.

How much money can you make in private wealth management?

Private wealth management professionals' earnings vary based on experience, client base, and performance, with salaries typically ranging from $70,000 to over $200,000 annually. Many also earn commissions or bonuses tied to assets under management and client retention, making total compensation potentially much higher for top performers.

Is private wealth management a good job?

Private wealth management is a competitive field that involves advising high-net-worth clients on investments, estate planning, and financial strategies. It requires strong interpersonal skills, financial knowledge, and often certifications like the CFP or CFA. The job can offer high earning potential and career growth but also demands long hours and high-pressure situations.

What do you do as a private wealth management professional?

A private wealth management professional provides personalized financial planning and investment management services to high-net-worth individuals. They analyze clients' financial situations, develop strategies to grow and protect assets, and often coordinate with other financial specialists. Strong communication skills and relevant certifications, such as the CFP, are typically required in this role.

What are popular job titles related to Private Wealth Management jobs in Boca Raton, FL?

For Private Wealth Management jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Private Wealth Management jobs in Boca Raton, FL look for?

The top searched job categories for Private Wealth Management jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Private Wealth Management jobs?

Cities near Boca Raton, FL with the most Private Wealth Management job openings:

Private Wealth Management jobs near you
Infographic showing various Private Wealth Management job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $42,520 per year, or $20.4 per hour.

Private Banker II

First Citizens Bank

Fort Lauderdale, FL • On-site

Full-time

Re-posted 5 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

Overview
This position is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families. Works closely with wealth partners on new business development and client retention activities supporting the client service plan. Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Develops deep internal partnerships, and external centers of influence, to drive new client acquisition.
Responsibilities & Qualifications
Duties & Responsibilities:
Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.
Position Specific Skills:
Credit underwriting skills
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 8 years' experience OR High School Diploma or GED/Equivalent and 12 years' experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:
Required Licenses or Certifications: Possess valid Series 7, 63 & 65 or 66 licenses - IO
Preferred Licenses or Certifications:
Additional Information

Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management

License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management

License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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