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Wealth Management Director Jobs in Boca Raton, FL

New York Life Insurance

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Wealth Management Manager / Director

Hollywood, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

New York Life Insurance

Be Seen First

Wealth Management Manager / Director

Hollywood, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

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All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Boca Raton, FL

Wealth Management Director information

See Boca Raton, FL salary details

$31.8K

$111.5K

$185.5K

How much do wealth management director jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth management director in Boca Raton, FL is $111,485.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,900.00 and $149,000.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

What are the key skills and qualifications needed to thrive as a wealth management director, and why are they important?

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

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

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

What are the most commonly searched types of Wealth Management jobs in Boca Raton, FL?

The most popular types of Wealth Management jobs in Boca Raton, FL are:

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

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

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

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

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

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

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director 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 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $111,485 per year, or $53.6 per hour.

Wealth Management Manager / Director

New York Life Insurance

Hollywood, FL • On-site

$60K - $285K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

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Job description

Program Summary:

Are you looking for an opportunity to leverage your past experience to propel your career into management? At New York Life, we invest in you from day one. Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role.

We will provide you with extensive training in marketing, business development, and customer relationship management, equipping you with the digital tools and product knowledge needed to build a lucrative, long-term career.

Who We Are Looking For:

We are looking for highly motivated individuals who want to make a lasting impact on the financial well-being of families and small businesses. To qualify for this fast-tracked management program, you must be able to answer "yes" to at least one of the following:

  • Do you have prior sales or managerial experience in another industry?
  • Have you previously run or owned your own business?
  • Do you hold an MBA or an equivalent advanced degree?

Your Career Path:

Phase 1: Financial Professional (First 12 Months) You will start by learning the business firsthand. You will receive top-notch training on our comprehensive suite of products (life insurance, annuities, long-term care, and investments) while building your own client base. Note: You will be required to hold securities licenses and FINRA registrations to offer investment products through our broker-dealer, NYLIFE Securities LLC.

Phase 2: Transition to Associate Partner (Months 13–18) After meeting specific benchmarks in your first year, you will enter an intensive six-month management training program. You will shift your focus to recruiting, coaching, and leading your own team of financial professionals, with continuous opportunities to be promoted to senior management levels.

Compensation & Benefits:

New York Life highly values and rewards your hard work. Our field managers’ compensation is directly aligned with their recruiting performance and their team's production. (For context, the average income among our 617 recruiters at all levels in 2024 was $285,000).

  • Phase 1 Pay: Income during your first year as a financial professional is commission-based with immense upside potential.
  • Phase 2 Pay: Once you transition to Associate Partner, you will receive a base salary ranging from $60,000–$150,000 (state/county minimums apply), PLUS lucrative bonuses and recruiting incentives (R&Ds).
  • Comprehensive Benefits: Upon reaching Associate Partner, you are eligible for Medical, Dental, and Vision insurance, Life and Long-Term Disability coverage, a 401(k) savings plan, and a pension plan.