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Wealth Management Executive Jobs in Boca Raton, FL

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Commercial Lines Account Executive

Davie, FL · On-site

... wealth management products and services. With over 18,000 employees in 500+ offices throughout ... The Commercial Lines Account Executive will provide professional, courteous account management and ...

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

Wealth Management Executive information

See Boca Raton, FL salary details

$25.1K

$88.8K

$174.6K

How much do wealth management executive jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth management executive in Boca Raton, FL is $88,778.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $114,400.00 per year, depending on experience, location, and employer.

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

AspectWealth Management ExecutiveFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentCorporate offices, private banks, wealth firmsFinancial planning firms, banks, independent practice
Employer & IndustryFinancial institutions, private banks, wealth management firmsFinancial advisory firms, banks, independent advisors
Primary FocusHigh-net-worth client portfolios, strategic wealth planningIndividual financial planning, investment advice

While both roles involve managing client assets, a Wealth Management Executive typically oversees strategic wealth services for high-net-worth clients within financial institutions, focusing on comprehensive wealth solutions. A Financial Advisor often provides personalized financial planning and investment advice to a broader client base. The roles share similar credentials and work environments but differ in scope and client focus.

What does a wealth management executive do?

A wealth management executive oversees the development and implementation of financial strategies for high-net-worth clients, providing investment advice, estate planning, and financial planning services. They analyze client portfolios, coordinate with other financial professionals, and often hold certifications such as the CFP or CFA. Strong communication skills and knowledge of financial markets are essential in this role.

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

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

Wealth Management Executive jobs near you
Infographic showing various Wealth Management Executive job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $88,778 per year, or $42.7 per hour.

Regional Portfolio Manager

Seacoast National Bank

Fort Lauderdale, FL • On-site

$140 - $195/hr

Other

Posted 5 days ago

Job description

JOB SUMMARY:

The Regional Portfolio Manager is responsible for managing and servicing the fiduciary and investment needs of Seacoast Wealth Management (SCWM) clients. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

  • Full-Time
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Collaborate with SCWM Wealth Advisors, Financial Planners and Trust Officers to determine, develop, and implement investment objectives and goals.
  • Preparation and Management of Asset Allocation plans including the structure of Investment Portfolios.
  • Employ SCWM Investment Philosophy by adhering to policies, procedures and process set by the Investment Committee.
  • Manage investment portfolios according to internally developed strategies and within regulatory requirements.
  • Serve as primary point of contact on investment communications to clients and SCWM personnel.
  • Work closely with Wealth Advisors cultivating new relationships, including the preparation of investment proposals for prospective clients.
  • Maintain continuing education requirements and stay current on market trends, developments. and economic conditions to ensure timely communications to clients.
  • Attend to client specific investment needs, addressing policy and procedural issues.
  • Active Investment Committee member, assisting with research and data requests, and the development of content for external and internal distribution.
  • Works closely with SCWM team to prepare presentation materials for client review meetings, and investment proposals for prospect meetings.
  • Regulatory reporting, including, and coordination among other specialists to include Trust Officers and Wealth Advisors.
  • Provide division level reporting as needed by Wealth Division Leadership team.
  • Ability to manage multiple tasks with a high degree of accuracy.
  • Demonstrate a high level of emotional intelligence.
  • Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and Bank policies and procedures.
  • Demonstrates technical expertise to consistently explain rationale behind the recommendations.
  • Driven to always learn and improve. Bring a true passion to the business of delivering investment management advice. Highly self-motivated.
  • Lead other tasks and projects as needed for Seacoast Wealth Management.
  • Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE:
  • High School Diploma or equivalent required.
  • Bachelor Degree required preferably in Finance or related field.
  • 10+ years of industry experience including a minimum of 5 years’ experience managing investment portfolios.
  • CFA Society membership preferred.
  • Experience working with Senior and Executive Leadership.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Demonstrate excellent analytical and organizational skills.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
DISCLAIMER:

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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