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Senior Client Advisor Jobs in Boca Raton, FL (NOW HIRING)

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

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Senior Client Advisor information

See Boca Raton, FL salary details

$4

$46

$75

How much do senior client advisor jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for senior client advisor in Boca Raton, FL is $46.00, according to ZipRecruiter salary data. Most workers in this role earn between $39.13 and $66.11 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

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

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

What are popular job titles related to Senior Client Advisor jobs in Boca Raton, FL?

For Senior Client Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Boca Raton, FL look for?

The top searched job categories for Senior Client Advisor jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Senior Client Advisor jobs?

Cities near Boca Raton, FL with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Boca Raton, FL as of June 2026, with employment types broken down into 69% Full Time, 23% Part Time, 3% Temporary, and 5% Contract. Highlights an 77% Physical, 3% Hybrid, and 20% Remote job distribution, with an average salary of $95,682 per year, or $46 per hour.

Senior Wealth Advisor

Fort Lauderdale, FL • On-site

Leah Yosef International, Inc.
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Leah Yosef International, Inc.external

Full-time

Re-posted 26 days ago

Job description

Senior Wealth Advisor, 100m+ Level Clientele

Succession Planning, Southeast Florida

Overview

Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.

Highlights

  • Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)
  • The Firm has achieved 25%+ year over year growth with a minimal marketing presence
  • The firm has a strong track record of internal promotion and long-term retention of top talent.
  • Collegial, forward-thinking culture with excellent benefits

Requirements

  • Ultra high net worth client-facing experience with 10M+ level clientele
  • 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
  • Collaborative, team-oriented mindset with excellent interpersonal skills
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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