Wealth Planning Associate

Boynton Financial Group; Wellington (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Boynton Financial Group in Wellington, FL seeks a motivated, detail-oriented professional to join our wealth management team. The role emphasizes organization, proactive planning, and client-focused service.

We provide training and growth opportunities within the firm for the right candidate who is eager to learn and contribute to long-term client goals. Responsibilities include supporting client projects, facilitating account actions, and coordinating with advisors and CPAs.

Qualifications

• Experience in financial services or wealth management preferred but not required.
• Bachelor's degree in a related field preferred.
• Securities-related licenses are a plus and may be acquired after employment begins.

Responsibilities

• Track outstanding items and move client projects forward.
• Assist with account opening, maintenance, transfers, distributions, and other client service tasks.
• Communicate with clients to provide timely, professional service.
• Coordinate with advisors, team members, and outside professionals (attorneys, CPAs).
• Maintain accurate client records and deadlines.
• Learn firm processes, technology, and financial planning approach.
• Support Prudent Process and Risk Tolerance calls.
• Identify opportunities to improve organization, workflows, and client experience.
• Take on additional responsibilities as knowledge grows.

Skills

Detail-oriented

Planning mindset

Organized

Proactive

Professional communication

Problem solving

Accountability

Willingness to learn

Education

Bachelor's degree in a related field

Industry licenses a plus

Licenses to be acquired after employment

Job description

Boynton Financial Group in Wellington, FL seeks a motivated, detail-oriented professional to join our wealth management team. The role emphasizes organization, proactive planning, and client-focused service.

We provide training and growth opportunities within the firm for the right candidate who is eager to learn and contribute to long-term client goals. Responsibilities include supporting client projects, facilitating account actions, and coordinating with advisors and CPAs.