Wealth Manager Salaries in Boca Raton, FL

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

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

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

14 days ago

Sponsorship, study materials and licensing costs covered for your Life and Health Insurance Licensing, FINRA SIE, Series 66, and Series 7 exams.

$50,000 - $100,000 a year

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

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…