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Advisor Support Associate Jobs in Florida (NOW HIRING)

Synovus

Financial Advisor Associate

Tampa, FL · On-site

We work to ensure that every associate embraces what makes Pinnacle different and unique. For us ... Support firm-wide achievement of the three-ring standard (all phones answered by a live person ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

... support business development efforts to include both internal and external partners. 4. ... a Wealth Advisor Associate. Required Qualifications: The requirements listed below are ...

Truist

Wealth Advisor Associate

Boca Raton, FL

... support business development efforts to include both internal and external partners. 4. ... a Wealth Advisor Associate. Required Qualifications: The requirements listed below are ...

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All JobsAdvisor Support Associate JobsAdvisor Support Associate Jobs in Florida

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.
Associate Financial Advisor

Associate Financial Advisor

Hancock Whitney Bank

Crestview, FL • On-site

Full-time

Posted 14 days ago

Hancock Whitney Bank rating

7.0

Company rating: 7.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

102nd of 141 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Hancock Whitney Financial Consultant (HWFC) partner with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Financial Representative role is to participate in and successfully complete the licensing process to move to an Associate Financial Advisor and gain industry experience in order to prepare for a career as a Financial Advisor.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Requests study material and prepares for licensing exams.
  • Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.
  • Assists Financial Advisors on training retail associates on how to increase referral opportunities.
  • Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc.
  • Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services.
  • Successfully completes required continuing education in compliance with both insurance and securities regulations
  • Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities.
  • Routinely travels with assigned region to meet with clients at different Financial Centers and/or client's office or other location as requested by the client.
  • Assist in opening accounts, preparing for account reviews, process account maintenance
  • Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
  • Help train and assist licensed bankers to assist clients.
  • Help uncover investment opportunities for existing and new clients.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
  • Provide administrative support for Advisors as needed.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Bachelor's degree preferably in Business, Finance, Accounting or related field.
  • 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail
  • Must be able to obtain FINRA series 7 and series 66 license within the first year of employment. A current series 63 and 65 registration can substitute for the series 66.
  • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
  • An equivalent combination of education, training, and experience may be considered.
  • Ability to interact with individuals of widely divergent lifestyles required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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