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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.
Asset & Wealth Management, Private Wealth Management, Financial Analyst, West Palm Beach

Asset & Wealth Management, Private Wealth Management, Financial Analyst, West Palm Beach

Goldman Sachs, Inc.

West Palm Beach, FL • On-site

Full-time

Posted 7 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

29th of 141 rated banks

Job description

Job Description
YOUR IMPACT
Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients

  • Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas

  • Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm's strategic views

  • Prepare client-facing materials depicting asset allocation and performance

  • Diligence internal and third-party investment opportunities across the public and private markets

  • Synthesize research material and communicate firm views to clients

  • Support business development efforts by researching qualified prospects and tracking relevant capital raises

SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's Degree Required

  • Ability to work in a fast-paced environment and think clearly under pressure

  • Strong interest in the financial markets and good investment sense/commercial instinct

  • Ability to multi-task and work with numerous colleagues and desks across the Firm

  • Strong verbal and written communication skills

  • Strong organizational and interpersonal skills

  • SIE, Series 7 and 63 required (must be obtained within three months of employment)

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs
or disabilities during our recruiting process. Learn more:
https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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