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Wealth Planning Associate Jobs in Boca Raton, FL

Oxford Financial GRP

Wealth Planner

Palm Beach, FL · On-site

... planning and meeting preparation. * Review work from associates and integrate feedback from ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

Oxford Financial Group, Ltd.

Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

... during planning and meeting preparation. * Review work from associates and integrate feedback ... wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Knowledge of financial services, financial markets and financial planning, usually acquired by ... Experience :3 to 5 years of financial and wealth planning and analysis experience with high-income ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Conduct fundamental research related to wealth plan solutions and strategies. 5.Identify and ... Knowledge of financial services, financial markets and financial planning, usually acquired by ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Boca Raton, FL

Wealth Planning Associate information

See Boca Raton, FL salary details

$36.5K

$74.3K

$102.5K

How much do wealth planning associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for wealth planning associate in Boca Raton, FL is $74,288.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,700.00 and $86,800.00 per year, depending on experience, location, and employer.

What is an entry level job in wealth management?

An entry-level position in wealth management is typically a Wealth Planning Associate or Financial Advisor Assistant, responsible for supporting senior advisors with client research, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the CFP (Certified Financial Planner).

Is $200,000 enough to work with a financial advisor?

As a Wealth Planning Associate, working with a financial advisor typically involves managing clients with varying asset levels. While $200,000 can be a significant investment amount, many advisors set minimums that may be higher or lower depending on their firm and services offered. Having a solid understanding of financial planning tools and certifications can help in advising clients with different asset sizes.

How do Wealth Planning Associates typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

How many financial advisors make $500,000 a year?

In the wealth planning field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a client base and strong sales skills, with top earners working in affluent markets or specialized advisory roles.

What are the key skills and qualifications needed to thrive as a Wealth Planning Associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive financial plans, including estate, retirement, and investment strategies. They often work under the guidance of senior advisors, utilize financial planning software, and may hold certifications such as CFP or CFA to provide tailored advice. The role involves analyzing client financial data and helping implement strategies to meet long-term financial goals.

What does a Wealth Planning Associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Boca Raton, FL? For Wealth Planning Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Boca Raton, FL look for? The top searched job categories for Wealth Planning Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Wealth Planning Associate jobs? Cities near Boca Raton, FL with the most Wealth Planning Associate job openings:
Wealth Planning Associate jobs near you

Wealth Planner

Oxford Financial GRP

Palm Beach, FL • On-site

Full-time

Posted 17 days ago

Job description

POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies.

DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis
  • Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials.
  • Review and analyze estate planning documents to identify opportunities and support client objectives.
  • Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools.
  • Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations.
Internal Technical Resource
  • Provide technical guidance to client teams during planning and meeting preparation.
  • Review work from associates and integrate feedback from Managing Directors and Client Service Teams.
  • Research and respond to estate and financial planning questions.
  • Stay current on tax, legislative, and industry developments.
Tools, Templates & Education
  • Develop and maintain planning templates, reports, and analyses.
  • Contribute to internal technical content, training materials, and educational resources.
Administrative, Professional Development & Other Duties
  • Handle administrative tasks, attend internal meetings, and participate in ongoing training.
  • Perform additional responsibilities as needed to support the firm and client teams.

QUALIFICATIONS

  • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
  • 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required.
  • Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns.
  • Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred.
  • Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  • Demonstrated professionalism, discretion, and respect for confidential matters.
  • Positive, collaborative mindset with a strong work ethic.

WORKING CONDITIONS

  • 100% Onsite
  • Limited travel as business needs necessitate
  • Long periods of sitting utilizing a computer