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Wealth Management Professional Jobs in Boca Raton, FL

Mesirow

Senior Wealth Advisor

Boca Raton, FL · On-site

Wealth management has been Mesirow's flagship business for nearly 90 years, built around our ... time management skills; attention to detail. * Strong professional communication skills, both ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... You'll cultivate internal and external personal and professional networks to identify new client ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$116K - $150K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... You'll cultivate internal and external personal and professional networks to identify new client ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL · On-site

$115K - $149K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... You'll cultivate internal and external personal and professional networks to identify new client ...

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Showing results 21-40

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

Wealth Management Professional information

See Boca Raton, FL salary details

$71.4K

$93.1K

$111.4K

How much do wealth management professional jobs pay per year?

As of Aug 11, 2026, the average yearly pay for wealth management professional in Boca Raton, FL is $93,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,400.00 and $103,800.00 per year, depending on experience, location, and employer.

What does a wealth management professional do?

A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software. Certification such as the CFP may be required, and strong communication skills are essential.

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

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral clients, investment advice

Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.

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 Professional jobs in Boca Raton, FL? For Wealth Management Professional jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Management Professional jobs in Boca Raton, FL look for? The top searched job categories for Wealth Management Professional jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Management Professional jobs? Cities near Boca Raton, FL with the most Wealth Management Professional job openings:
Wealth Management Professional jobs near you
Infographic showing various Wealth Management Professional job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $93,064 per year, or $44.7 per hour.

Registered Wealth Management Client Associate

Bank of America

West Palm Beach, FL • On-site

$25 - $45/hr

Full-time

PTO

This job post has expired today. Applications are no longer accepted.

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • ** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - MD - Towson - 901 DULANEY VALLEY RD (MD7901)
Pay and benefits information
Pay range
$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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