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Wealth Management Director Jobs in Boca Raton, FL

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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 Sep 12, 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 Advisor - Coral Gables Trust Company

Palm Beach, FL • On-site

Coral Gables Trust Company
Finance and Insurance • 11 - 50 employees
Learn more about Coral Gables Trust Companyexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Wealth Advisor

The Wealth Advisor primarily works out of the Palm Beach office and reports to the Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams at Coral Gables Trust.

  1. Develop new client relationships by introducing Coral Gables Trust Company, which puts clients’ interests first, makes decisions promptly (HQ locally), is a fiduciary (asset-based fees), open architecture, and Multi-Family Office Services.
  2. Participate at a leadership level with key community and professional organizations, recognized social and business leaders, as well as Circle of Influences to generate referrals.
  3. Quarterback existing relationships internally and source prospective client opportunities by networking and obtaining referrals.
  4. Build a strong and growing sales pipeline. Collaborates with the Coral Gables Trust Company's team to close qualified opportunities and assist in preparation of top-level client presentations.
  5. Seek opportunities to generate positive public awareness and brand Coral Gables Trust Company in the marketplace.
  6. Communicate current economic and market conditions and basic investment and trust strategies and solutions to prospective clients.
  7. Take a leadership role as part of the client relationship management team in anticipating the client’s needs as determined through regular client interaction, and an interest, and ability to listen and have a sincere interest in clients’ needs and desires.
  8. Learn high-level strategies, investment options and services.
  9. Use and embrace the firm's Client Relationship Management (CRM) system and other client advisory and sales programs.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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