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Wealth Management Executive Jobs in Boca Raton, FL

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

This is a rare opportunity to join a collaborative, 13-person boutique wealth management firm where ... advance into executive leadership roles as the firm continues to grow. Company Description ...

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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.

Account Executive

Advisors Fort Lauderdale (LGH-FL)

Fort Lauderdale, FL • On-site

$1.0K - $125K/yr

Full-time

Re-posted 20 days ago

Job description

Make The Difference:
Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Account Executives can make a real difference in people's lives. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health coverage plans. Our trusted advisors planning and guidance can impact, and protect, families for generations. We pride ourselves on being a diverse and unified company who share our values of commitment and dedication with our clients.


Career Benefits:

  • Extensive Product Portfolio - Multiple Product Lines
  • Industry Leading Compensation and Rewards Programs
  • $75k - $125k First Year (DOE\DOP)
  • Weekly Compensation from Commission Advances, Cash Bonuses, and Incentive Contests*
  • Rapid Career Advancement Based on Performance
  • Monthly and Quarterly Bonuses (up to 16 bonuses per year)
  • Performance Bonuses with Company Growth Sharing Multipliers
  • Long Term Wealth Building
  • State-Of-The-Art Training Platforms
  • Annual Award Trips and Meetings (Incredible Locations)
  • Servant Mentoring and Leadership Development
  • Relaxed Flexible Work Environment (we are fun and family)


Advanced Training and Support:
Our success depends on your success, that's why we have a super-responsive team of experts making sure every Account Executive has everything they need to be at the top of their game. Real support means real leadership backing you up. You'll be armed with the tools and know how to best serve clients and take your career to the next level. In the classroom, online and in the field, our most accomplished sales professionals will teach you their most successful formulas and execution strategies that directly lead to success.

Job Essentials:

  • Accountable and Coachable Team Player
  • A Passion for Helping Other People Everyday
  • Computer and Internet Savvy (CRM helpful)
  • Excellent Verbal and Written Communication Skills
  • Commitment to Excellence
  • High Personal Integrity and Character
  • Good Work Ethic, Self-Motivation
  • Local candidates only
  • * Pay is commission only / reportable as 1099 income

About USHA - 50 Awards for Business Excellence in Just 9 Years!!!

Our Mission: Helping Other People Everyday (HOPE) is more than a clever acronym for the people of USHA. For them, it is a mission that is lived on a daily basis; an organization wide commitment to make a positive difference in the lives of others.

Nowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement... because nowhere else in America will you find a company that is more committed to your success than USHA. As demands for our products continue to increase, you will advise clients on a portfolio of solutions that best fits their individual needs... in one seamless package. We provide service that is fast, fair, and caring. Because the only thing better than delivering a superior product, is seeing the difference it makes in the lives of our customers.