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Wealth Manager Jobs in Boca Raton, FL (NOW HIRING)

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 management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Wealth Strategist

Fort Lauderdale, FL

$116K - $150K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

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 management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

U.S. Bank

PWM Private Wealth Advisor

Palm Beach, FL · On-site

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

U.S. Bank

PWM Private Wealth Advisor

Fort Lauderdale, FL · On-site

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Boca Raton, FL

Wealth Manager information

See Boca Raton, FL salary details

$23.3K

$56.5K

$110.1K

How much do wealth manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth manager in Boca Raton, FL is $56,487.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $65,000.00 per year, depending on experience, location, and employer.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

Is wealth management a high paying career?

Wealth management is generally 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 top firms can earn six-figure incomes or higher.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are the most commonly searched types of Wealth jobs in Boca Raton, FL? The most popular types of Wealth jobs in Boca Raton, FL are:
What are popular job titles related to Wealth Manager jobs in Boca Raton, FL? For Wealth Manager jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Boca Raton, FL look for? The top searched job categories for Wealth Manager jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Manager jobs? Cities near Boca Raton, FL with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $56,487 per year, or $27.2 per hour.

Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...

Goldman Sachs, Inc.

West Palm Beach, FL • On-site

Full-time

Posted 15 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

Asset & Wealth Management

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

  • Role will support the Goldman Sachs US Wealth businesses - Private Wealth Management (PWM), Ayco and Third Party Wealth (TPW)
  • Support and attend internal and external client meetings to discuss XIG public market views and platform offerings via in-person or Zoom client meetings, calls or portfolio reviews
  • Provide detailed information on strategy performance, positioning and active management themes to US PWM and Ayco advisors and key PWM stakeholder groups 
  • Assist in the new strategy onboarding process for US Private Wealth Management and Ayco
  • Key role in the communication of investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors (one is GSAM's largest mutual fund) offered to US Wealth clients
  • Establish, maintain, and grow relationships with TPW regional wholesaling partners and clients
  • Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of marketing materials, portfolio construction analysis and strategic initiatives 
  • Exhibit strong verbal and written communication skills
  • Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct in order to produce recurring materials (RFPs/DDQs, active management review, etc.)  
  • Strong interest in capital markets, asset management, and understanding of traditional asset classes 

What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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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