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Associate Advisor Jobs in Florida (NOW HIRING)

Synovus

Financial Advisor Associate

Weston, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

Truist

Wealth Advisor Associate

Boca Raton, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate. Required ...

California State University

$7.2K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

BSBA Associate Academic Advisor (SSP II) Apply now Job no: 558481 Work type: Staff Location: East Bay Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, ...

California State University

$7.2K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

BSBA Associate Academic Advisor (SSP II) Apply now Job no: 558481 Work type: Staff Location: East Bay Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

  • Medical

  • Dental

  • Life

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

Florida Financial Advisors

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Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

  • Medical

  • Dental

  • Life

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

Florida Financial Advisors

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Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

  • Medical

  • Dental

  • Life

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

Bessemer Trust Inc.

Associate Wealth Advisor

Naples, FL

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Wealth Advisor will be critical to efforts to convert prospective clients into clients and in achieving assigned, annual new business development goals. Responsibilities * Partner with ...

Bessemer Trust Company

Associate Wealth Advisor

Naples, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Wealth Advisor will be critical to efforts to convert prospective clients into clients and in achieving assigned, annual new business development goals. Responsibilities * Partner with ...

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Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Florida

Associate Advisor information

See Florida salary details

$8

$19

$33

How much do associate advisor jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for associate advisor in Florida is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $22.26 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are the most commonly searched types of Advisor jobs in Florida?

The most popular types of Advisor jobs in Florida are:

What are popular job titles related to Associate Advisor jobs in Florida?

For Associate Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Florida look for?

The top searched job categories for Associate Advisor jobs in Florida are:

What cities in Florida are hiring for Associate Advisor jobs?

Cities in Florida with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,310 per year, or $19.4 per hour.

Financial Advisor Associate

Synovus

Weston, FL • On-site

Full-time

Posted 6 days ago

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks

Job description

Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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