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Wealth Planning Associate Jobs in Boca Raton, FL

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

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 ...

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.

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 ...

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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 Aug 10, 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:
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
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.

Tax and Wealth Planning Paralegal

Paralegal

West Palm Beach, FL • On-site

Full-time

Re-posted 16 days ago

Job description

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience.
We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.
Primary Responsibilities
  • Calendar management, including tax-related deadlines and client calls/meetings.
  • Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
  • Estate administration, including prepare and file probate documents, advise and respond to clients.
  • Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
  • Prepare trust and estate accountings.
  • Draft simple wills and correspondence.
  • Apply for tax identification numbers.
  • Prepare and file deeds and related documents, review deed records.
  • Form entities with Secretary of State office.
  • Prepare corporate minutes and maintain minute books.
  • Calculate taxes, tax exemptions, and executor fees.
  • Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.

Skills and Abilities
  • Excellent written and verbal communication skills.
  • Strong problem-solving skills.
  • Strong organizational skills.
  • Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
  • Ability to take initiative to improve processes while keeping team members informed.
  • Ability to maintain highest level of confidentiality.
  • Ability to provide outstanding customer service to internal and external clients/contacts.
  • Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
  • Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
  • Ability to work with numbers (e.g., basic math, spreadsheets, bank statements).

Requirements
  • BA or BS degree strongly preferred.
  • Associate's degree or paralegal certificate with eight years of comparable work experience.

WORK ENVIRONMENT & PHYSICAL DEMANDS
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL REQUIREMENTS
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
VISUAL ACUITY
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
DISCLAIMER
Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.
The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.
Equal Opportunity Employer - vets, disability
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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