Boca Raton, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Boca Raton, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Boca Raton, Florida, United States · Remote OK
AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, a…
Skills: Zuora Billing, Zuora Revenue, ASC 606, IFRS 15, API Integration
Boca Raton, Florida, United States · On-site
$22/hr–$29/hr
Work Location: Boca Raton, Florida, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a…
Skills: Customer Relationship Management, Financial Consulting, Sales, Problem Solving, Microsoft Office
Boca Raton, Florida, United States · On-site
Overview The Property Manager job is licensed under the provisions of Florida Statute 468. The Property Manager is required to be knowledgeable about Florida Statute 720, which governs Homeowner Associations. Under gener…
Skills: Property Management, Budgeting, Financial Reporting, Conflict Resolution, Customer Service
Boca Raton, Florida, United States · Hybrid
MHG is a well-established independent insurance agency serving commercial clients throughout the region. We are seeking a knowledgeable and relationship-focused Commercial Lines Marketing Manager to support producers and…
Skills: Commercial Insurance Marketing, Underwriting Submissions, Carrier Relationship Management, Policy Analysis, Negotiation
Boca Raton, Florida, United States · On-site
Provides management, direction, and leadership to ensure the property is maintained and operated in accordance with KWPM objectives. Property Managers are certified and licensed by the State of Florida for Community Prop…
Skills: Property Management, Financial Management, Budget Preparation, Customer Service, Staff Supervision
Boca Raton, Florida, United States · On-site
$17/hr–$18/hr
At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy. As a Membe…
Skills: Customer Service, Cash Handling, Sales, Account Processing, Financial Consulting
Boca Raton, Florida, United States · Remote Solely
$30/hr–$34/hr
Summary/Objective Under limited supervision the Coder Physician reviews medical records and performs coding on all diagnoses, procedures, and charge codes. The Coder Physician uses the most accurate codes for reimburseme…
Skills: Medical Coding, Pro Fee Coding, Clinical Data Abstraction, ICD-10, CPT Coding
Boca Raton, Florida, United States · On-site
About Approvely Approvely is an infrastructure company building modern payment technology for high-growth, regulated, and complex industries. We process more than $1 billion in annual payment volume and are entering an a…
Skills: B2B Sales, Payments Infrastructure, Merchant Acquiring, Payment Gateways, PayFac Structures
Boca Raton, Florida, United States · On-site
The Assistant Bursar is responsible for the following: Receive and record student payments Review student accounts and make collection determinations Assist in monitoring financial aid funds Maintain daily transaction re…
Skills: Accounts Receivable, Billing, Cash-handling, Collections, Data Entry
Boca Raton, Florida, United States · On-site
$122k–$228k/yr
Application Deadline: 08/15/2026 Address: 5355 Town Center Road, #910 Job Family Group: Commercial Sales & Service DIRECTOR, MIDDLE MARKET RELATIONSHIP MANAGER – BOCA RATON, FLORIDA Drive the growth and market expansion …
Skills: Middle Market Banking, Business Development, Relationship Management, Commercial Credit, Portfolio Management
Boca Raton, Florida, United States · Hybrid
$62k–$81k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Barish Financial of Northwestern Mutual is guid…
Skills: Interpersonal skills, Communication skills, Analytical thinking, Relationship building, Financial planning
Boca Raton, Florida, United States · Hybrid
$64k–$85k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something mo…
Skills: Interpersonal skills, Communication skills, Analytical thinking, Relationship building, Financial planning
Boca Raton, Florida, United States · On-site
Job Title: Procurement Manager Department: Pre-Construction Reports To: Director of Preconstruction FLSA Status: Exempt Travel Required: 0% Company Summary: BlueTeam is a US-based provider of national disaster recovery, …
Skills: Vendor Negotiation, Strategic Sourcing, Purchase Order Management, Cost Control, Budget Alignment
Boca Raton, Florida, United States · On-site
$88k–$124k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team with Striano F…
Skills: Financial Planning, Insurance Sales, Customer Service, Communication, Interpersonal Skills
Boca Raton, Florida, United States · Hybrid
$80k–$110k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into s…
Skills: Interpersonal skills, Communication skills, Analytical thinking, Relationship building, Financial planning
Boca Raton, Florida, United States · On-site
$2k–$4k/wk
Medicare Supplement Agent Health Exchange Agency – Boca Raton, FL At Health Exchange Agency (HEA), we’re not another call center—we’re a high-performance Medicare Supplement agency built by agents, for agents. With AEP a…
Skills: Medicare Supplement Sales, Closing, Lead Management, Client Relationship Building, Compliance
Boca Raton, Florida, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Boca Raton, Florida, United States · On-site
$70k–$85k/yr
Job DetailsJob Location: Corporate Office - Boca Raton, FL 33487Position Type: Full TimeSalary Range: $70,000.00 - $85,000.00 Salary/yearJob Shift: DayJob Category: Project ManagementPosition Summary: We are seeking a de…
Skills: Project Planning, Agile Methodology, Scrum, Stakeholder Management, Risk Management
Boca Raton, Florida, United States • Hybrid
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Provides operational and sales support to multiple Financial Advisors while serving as a primary point of contact for established clients. Responsibilities include educating clients on banking offerings and ensuring compliance with bank policies and procedures.
Requires FINRA SIE, Series 7, and Series 66 (or 63 and 65) certifications along with advanced industry knowledge of investment products. Candidates must possess a client-centric mindset and proficiency in Microsoft Office and Salesforce.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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There are currently 257 open finance & accounting positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Truist, Windward Risk Managers, Omega Healthcare Solutions, LLC, Northwestern Mutual, The GEO Group, Inc., among others. Browse the listings above to see every active employer.
Yes — 86 of the 257 open finance & accounting positions offer remote or hybrid work (30 remote, 56 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
