Wealth Management Advisor Salaries in Boca Raton, FL

The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start…

$150,000 - $250,000 a year

The associate is responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations.

Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a…

$143,905 - $200,000 a year

Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs…

Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…