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Associate Advisor Jobs in Florida (NOW HIRING)

Bessemer Trust

Associate Wealth Advisor

Naples, FL · On-site

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 ...

usahs

Associate Enrollment Advisor

Austin, TX

GENERAL SUMMARY Associate Enrollment Advisors advise, educate, consult and support qualified potential students in achieving their professional and personal goals by enrolling in one of our higher ...

Florida Financial Advisors

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Financial Advisor/Wealth Manager

Orlando, FL · On-site

$50K - $100K/yr

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/Wealth Manager

Miami, FL · On-site

$50K - $100K/yr

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 ...

Dimmitt Automotive Group

Service Advisor

Homosassa, FL

$60K - $100K/yr

The Automotive Service Advisor is the center of communication for service/repair activities and the ... Basic computer and internet skills Benefits Group Benefits eligibility for full-time associates is ...

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Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of May 28, 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 are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

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 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 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 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 May 2026, with employment types broken down into 64% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $40,310 per year, or $19.4 per hour.

Associate Financial Advisor

New York Life Insurance - Orlando, FL

Orlando, FL • On-site

$120K - $150K/yr

Full-time

Posted 3 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
• Guide clients in developing personalized financial plans that align with their life goals and aspirations.
• Analyze clients' financial status and provide strategic advice on investments, risk management, and estate planning.
• Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction.
• Identify new business opportunities and expand the client base through networking and community engagement.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
• Experience in financial advising, with a focus on insurance and investment products.
• Ability to build and maintain strong client relationships through effective communication and trust.
• Proven track record of achieving sales targets and expanding client portfolios.
• Strong analytical skills to assess clients' financial situations and provide tailored advice.
• Commitment to continuous learning and professional development in the financial sector.
• Ability to work collaboratively with team members to deliver comprehensive financial solutions.
• Proficiency in using financial planning software and tools to create customized plans for clients.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required

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