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Wealth Planning Associate Jobs in Boca Raton, FL

Vodia Ventures

Client Service Associate

West Palm Beach, FL · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The firm serves the wealth management, wealth planning, and investment strategy needs of high-net ...

Bank of America

Senior Trust Officer

Palm Beach, FL · On-site

... associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Bank of America

Senior Trust Officer

Palm Beach, FL · On-site

... associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assistingclients with wealth planning needs, and managing risk.

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... a Wealth Advisor Associate. Required Qualifications: The requirements listed below are ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... a Wealth Advisor Associate. Required Qualifications: The requirements listed below are ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Provides guidance to less experienced associates in the work group and assist with special projects ...

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Showing results 21-40

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 Aug 6, 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.

How does a wealth planning associate 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.

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.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

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 strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

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:
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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
Infographic showing various Wealth Planning Associate job openings in Boca Raton, FL as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $74,288 per year, or $35.7 per hour.

Trusts & Estates Associate Attorney

Aligned Talent Acquisition

Palm Beach, FL • Hybrid

$225K - $375K/yr

Full-time

Re-posted 18 days ago

Job description

Miami / Palm Beach | Hybrid

Trusts & Estates Associate AttorneyAmLaw 200 OpportunityCompensation

$225,000 – $375,000+

A highly regarded national law firm is seeking a Trusts & Estates Associate Attorney to join its growing Florida practice in Miami or Palm Beach.

This opportunity is ideal for an attorney interested in advising high-net-worth individuals, families, business owners, fiduciaries, and family offices on sophisticated estate planning, wealth transfer, trust administration, and succession planning matters.

Ideal Background

• 3–6 years of trusts and estates experience
• Experience with estate planning, wealth transfer planning, trust administration, and probate matters preferred
• Experience advising high-net-worth individuals, families, business owners, and fiduciaries
• Experience drafting revocable and irrevocable trusts, wills, family limited partnership documents, and related estate planning instruments
• Experience with business succession planning, charitable planning, and tax-efficient wealth transfer strategies is a plus
• Strong drafting, analytical, and communication skills
• Excellent academic credentials
• J.D. from an ABA-accredited law school required
• Florida bar admission required or ability to become admitted

Why This Opportunity

Sophisticated private client and wealth planning practice

Exposure to high-net-worth and ultra-high-net-worth clients

Direct client interaction and meaningful responsibility

Strong mentorship and professional development

Partnership-track opportunity

Collaborative and entrepreneurial culture

Interested?

Aligned Talent Acquisition is currently working with firms seeking talented attorneys with this type of background.

Even if you're not actively looking or aren't sure this opportunity is the right fit, let's connect for a confidential conversation. I'm happy to provide additional information and discuss how this role compares to others currently on the market.

Confidential inquiries welcome.

Devney Ayers
Director of Legal Recruiting
Aligned Talent Acquisition

devney@alignedtalentacquisition.com
(216) 710-5174