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Wealth Advisor Associate Jobs in Boca Raton, FL (NOW HIRING)

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Wealth Advisor Associate information

See Boca Raton, FL salary details

$36.5K

$63.7K

$106.8K

How much do wealth advisor associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for wealth advisor associate in Boca Raton, FL is $63,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $78,300.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are popular job titles related to Wealth Advisor Associate jobs in Boca Raton, FL? For Wealth Advisor Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Boca Raton, FL look for? The top searched job categories for Wealth Advisor Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Advisor Associate jobs? Cities near Boca Raton, FL with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 9% As Needed, 55% Full Time, 27% Part Time, and 9% Temporary. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,730 per year, or $30.6 per hour.
Financial Advisor Associate

Financial Advisor Associate

Synovus

Fort Lauderdale, FL • On-site

Full-time

Posted 3 days ago

Synovus rating

8.8

Company rating: 8.8 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Job Summary
Partners with one or more Bankers to proactively grow and maintain all aspects of the client relationship while ensuring alignment with Wholesale Banking deposit gathering strategies. Provides a concierge experience and develops strong relationships with day-to-day contacts. Collaborates with internal partners including Treasury, Private Wealth and the Family Office to bring value to the client relationship. Ensures accurate execution of processes and serves as the knowledge center and central point of contact for Know Your Customer (KYC) and other regulatory requirements. Drives data integrity of client information source systems for accurate management and reporting of the overall client relationship. Manages deposit portfolio, provides account management and problem resolution to assigned high profile/high volume Wholesale Banking clients. Ensures client retention and proactive account management leading to client satisfaction, retention and additional revenue. Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs.
Job Duties and Responsibilities
  • Manages the client experience for Wholesale clients with complex loan and deposit account structures. Delivers timely and accurate resolution Communicates clearly and can identify opportunities that can contribute to our clients business.
  • Builds relationships with clients through proactive contact including in-person and telephone conversations. Sets client expectations and follow through to resolves client issues and inquiries. Gages client satisfaction. Participates in client activities to reinforce the RA role as the primary contact for daily ongoing needs.
  • Educates the client on KYC Due Diligence, Beneficial Ownership Certification and other regulatory requirements while facilitating the receipt of documentation. Utilizes Wholesale Client Services resources to accurately establish and update client profiles based BSA/AML requirements.
  • Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company requirements are met.
  • Uses project management skills to successfully onboard new clients and partners with Treasury Implementation to deliver a customer centric experience.
  • Maintains awareness of Bank products and recognizes opportunities for further discussions with clients. Acts as a liaison between bank partners.
  • Regularly communicates with Bankers and other product partners to keep the team aware of relationship activities. Adds value to the partnership through the utilization of Salesforce for accurate reporting of client contact information, calling, pipeline reporting and closed activity.
  • Understands loan structures and credit agreement language to assist clients with loan related questions. Works with Loan partners to execute payments, advances, Letter of Credit and loan research.
  • Remains current regarding Treasury products. Reaches out to product partners when a product needs has been identified. Engages product partners in the event of an complex product issue. Attends Treasury Management reviews and other calls as needed to enhance the relationship.
  • Understands risks associated with bank products and overdrafts. Escalates risk topics to appropriate manager. Waives fees (e.g., NSF, Wire) within established authority parameters and department procedures. Monitors client trends in deposit activity obtained through deposit reporting and alerts Banker or primary contact.
  • Opens, closes and maintains accounts. Updates relationship documents as needed due to customer changes or changes resulting from new regulations (e.g., beneficial owner form control prong or added due diligence). Reviews documents for accuracy and obtains all information to work toward minimal technical exceptions.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education:
Bachelor's degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience
Minimum Experience:
One year as a WRA I; or 3 years of customer service experience in the financial services industry.
Required Knowledge, Skills, & Abilities:
  • Excellent analytical, time management and organizational skills
  • Ability to communicate effectively with potential, new, and established client groups
  • Strong oral and written communication skills
  • Proficient with Client Relationship Management (CRM) systems
  • Proficient with Microsoft Office Suite including Word, Excel and PowerPoint

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