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Advisor Support Associate Jobs in Florida (NOW HIRING)

Carson Group

Operations Support Associate

Sarasota, FL

$40K - $65K/yr

We serve financial advisors and investors through three entities, each headquartered in Omaha ... Support other duties as assigned. • Other Duties : Perform additional tasks, duties, and ...

Carson Group

Operations Support Associate

Sarasota, FL · On-site

$40K - $65K/yr

We serve financial advisors and investors through three entities, each headquartered in Omaha ... Support other duties as assigned. • Other Duties : Perform additional tasks, duties, and ...

BentoBox

Client Support Advisor

Coral Springs, FL

The Client Support Advisor serves as a primary point of contact for Wells Fargo bankers, sales associates, and merchant partners within a high-volume merchant services environment. This role requires ...

Monitise

Client Support Advisor

Coral Springs, FL

Job Title Client Support Advisor About the Role The Client Support Advisor serves as a primary point of contact for Wells Fargo bankers, sales associates, and merchant partners within a high-volume ...

Fiserv, Inc.

Client Support Advisor

Coral Springs, FL · On-site

Job Title Client Support Advisor About the Role The Client Support Advisor serves as a primary point of contact for Wells Fargo bankers, sales associates, and merchant partners within a high-volume ...

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Advisor Support Associate information

What is the difference between Advisor Support Associate vs Financial Advisor Support Specialist?

AspectAdvisor Support AssociateFinancial Advisor Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer FINRA licensesHigh school diploma; FINRA licenses or certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companies; office settingFinancial firms, banks, or investment companies; office setting
Employer & Industry UsageCommonly used in financial services to support advisorsSimilar usage, often interchangeable in job listings
Search & Comparison IntentPeople comparing support roles assisting financial advisorsPeople seeking roles supporting financial advisors with administrative tasks

Both roles support financial advisors in administrative and client service tasks. The main difference lies in job titles used by employers, but responsibilities and work environments are similar. Understanding these distinctions helps candidates find the right support role in the financial industry.

Do advisors make good money?

Advisor Support Associates typically earn a salary that varies based on experience, location, and the company they work for. Entry-level positions may start with modest pay, while experienced advisors or those with specialized skills can earn higher salaries, often supplemented by bonuses or commissions. Overall, compensation can be competitive within the financial or client support industries.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to high call volumes, customer interactions, and the need for problem-solving skills. The level of stress varies depending on the work environment, workload, and individual resilience, but training and support are often provided to help manage job demands.

What does an associate advisor do?

An associate advisor supports financial advisors by preparing client reports, conducting research, and assisting with client communications. They often handle administrative tasks, maintain client records, and use financial planning tools to help develop investment strategies. This role typically requires strong organizational skills and knowledge of financial products and regulations.

What job makes $10,000 a month without a degree?

An Advisor Support Associate typically does not earn $10,000 a month without specialized experience or certifications. High-paying roles that can reach this level without a degree are rare and often involve entrepreneurship, sales, real estate, or skilled trades, where income depends on performance and client base. Most well-paying jobs require relevant skills, experience, or industry-specific training rather than solely formal education.
Infographic showing various Advisor Support Associate job openings in Florida as of June 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 92% In-person, and 8% Remote job distribution.
Operations Support Associate

Operations Support Associate

Carson Group Holdings, LLC

Sarasota, FL

$40K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Operations Support Associate

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Assist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations.

Account Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion. Advisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings. Compliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned. Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Bachelor's degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred. Proficiency with Microsoft Word, Excel, and Outlook required. Excellent interpersonal and communication skills required. Positive, team‑oriented attitude required. Strong service mindset and client care orientation required. Excellent organization and time management skills required. Ability to handle multiple tasks with precision required. Analytical and research skills required. Troubleshooting and problem‑solving skills required. High attention to detail required.

Minimum of one year of experience in the financial industry preferred. Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred. Experience in a professional office environment preferred.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

Starting annual base salary between $40,000 - $65,000. Variable compensation potential (Bonus and/or commissions) Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

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