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Wealth Management information

See Boca Raton, FL salary details

$71.4K

$93.1K

$111.4K

How much do wealth management jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth management 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 is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
More about Wealth Management jobs
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 jobs in Boca Raton, FL? For Wealth Management jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Management jobs in Boca Raton, FL look for? The top searched job categories for Wealth Management jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Management jobs? Cities near Boca Raton, FL with the most Wealth Management job openings:
Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $93,064 per year, or $44.7 per hour.

Asset & Wealth Management, Private Wealth Advisor, Associate - West Palm Beach

Goldman Sachs, Inc.

West Palm Beach, FL

Full-time

Re-posted 20 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 170 rated banks

Job description

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

We are looking to hire motivated Private Wealth Advisors to complement our very successful team of advisors focused on the Mexico market. 

As a Private Wealth Advisor, you will: 

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential 
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients 
  • Provide exceptional client service while maintaining the highest ethical standard in execution  
  • Curate a network of intermediaries to help best serve clients across complimentary services  
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network   

Required qualifications, skills and experience: 

  • Record of academic and professional achievement
  • Four plus years of private wealth management, financial services, or related professional experience 
    • Prior sales, fundraising, business development or investing experience preferred 
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) 
  • Demonstrated strong connectivity within an established network 
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Exceptional client focus, business development, and relationship management skills 
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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