Top 82 Wealth manager Jobs in Boca Raton Fl

Associate Wealth Advisor
Perigon Wealth Management —Boca Raton, FL
- Microsoft Excel
- Research
- Mid-level
- Dental insurance
- Vision insurance
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Deerfield Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —West Palm Beach, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Trainee (FL)
Bankers Life —West Palm Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Sales Representative
Barish Financial - Northwestern Mutual —Boca Raton, FL
- $62,000 - $81,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Delray Beach, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Trainee (FL)
Bankers Life —Fort Lauderdale, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative Career Changer Opportunity
Northwestern Mutual - Lawhon Network —Fort Lauderdale, FL
- $67,000 - $89,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Planner Career Changer Opportunity
Barish Financial - Northwestern Mutual —Boca Raton, FL
- $64,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Registered Wealth Management Client Associate
Bank of America —Boca Raton, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
10d
Wealth Advisor
Aprio —Fort Lauderdale, FL
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Entry Level – Financial Advisor
Equitable Advisors —Boca Raton, FL
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Planning Alliance —Boca Raton, FL
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Paid training
- Health savings account
Quick Apply
Wealth Strategist III
Truist Bank —Fort Lauderdale, FL
- Full-time
- CPA
- Data analysis skills
- Public speaking
- AD&D insurance
- Paid holidays
PWM Private Wealth Advisor
U.S. Bank National Association —Fort Lauderdale, FL
- $143,905 - $200,000 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Wealth Management Associate
Watermark Capital Management —Fort Lauderdale, FL
- $52,000 - $120,000 a year
- Full-time
- Analysis skills
- Math
- Bachelor's degree
Quick Apply
Wealth Relationship Manager - Okeechobee
Citi —West Palm Beach, FL
- $72,880 - $109,320 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
13d
Associate Wealth Advisor
Northern Trust Corp. —Boca Raton, FL
- Full-time
- Management
- Research
- Mid-level
Junior Associate Wealth Management
Watermark Capital Management —Fort Lauderdale, FL
- $52,000 - $120,000 a year
- Full-time
- Analysis skills
- Math
- Bachelor's degree
Quick Apply

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Associate Wealth Advisor

Perigon Wealth Management
Boca Raton, FL

Apply Now

Job Details

Benefits

Dental insurance
Vision insurance
401(k) matching

Qualifications

Financial planning software
Microsoft Excel
Research
Customer inquiry handling
Bachelor's degree
Productivity software
Experience practicing in the securities industry
Financial data analysis tools
Data analysis software

Full Job Description

Candidates may also reside in or near Ridgewood, NJ

POSITION OVERVIEW

An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management. The associate is responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations. Associate Wealth Advisors have 2-5 years of industry experience and can manage existing client relationship either working with a more experienced advisor or on their own. This position is designed for individuals who are passionate about helping clients achieve their financial goals, eager to grow professionally, and interested in learning more about investment strategies, financial planning, and portfolio management. You will work closely with experienced advisors and support them in delivering personalized financial solutions to clients.

COMPANY OVERVIEW

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $9 billion in client assets as a fee-based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Prepare financial plans, including gathering data, analyzing financial information, and updating client portfolios.
Manage client inquiries and ensure they are directed to the appropriate team members when necessary.
Support the creation of financial plans by preparing various financial analysis reports
Review and analyze client financial data to ensure accuracy and completeness.
Generate investment performance reports and client portfolio updates.
Run financial planning software to model different financial scenarios.
Conduct research on financial products, market trends, and other relevant financial planning topics.
Lead existing client relationship meetings under the guidance of an experienced Wealth Advisor.
Prepare client meeting materials and documents.

SKILLS AND REQUIRED COMPETENCIES

Progress toward or completion of the CFP® (Certified Financial Planner) designation is a plus, but not required.
Series 65
Series 7 or Series 63
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2-5 years of experience in financial services or related field.
Familiarity with financial planning software (e.g., eMoney, MoneyGuide).
Strong analytical skills with attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to prioritize tasks and manage multiple deadlines.
A team-oriented attitude with the ability to work independently when needed.
Enthusiasm for learning about financial planning and a commitment to professional growth.

COMPENSATION

We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package.

Annual salary
Ability to earn an annual discretionary bonus
Company Health, Vision, Life & Dental insurance
Remote work location
Company matched 401k

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Apply Now

Refine Your Search

wealth manager jobs in boca raton fl

Associate Wealth Advisor

Wealth Management Client Associate

Wealth Management Trainee (FL)

Wealth Advisor - PNC Wealth Management

Wealth Management Trainee (FL)

Sales Representative

Financial Advisor - PNC Wealth Management

Wealth Management Trainee (FL)

Financial Representative Career Changer Opportunity

Financial Planner Career Changer Opportunity

Registered Wealth Management Client Associate

Wealth Advisor

Entry Level – Financial Advisor

Wealth Management Associate

Wealth Strategist III

PWM Private Wealth Advisor

Wealth Management Associate

Wealth Relationship Manager - Okeechobee

Associate Wealth Advisor

Junior Associate Wealth Management

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