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Associate Advisor Jobs in Deltona, FL (NOW HIRING)

Florida Financial Advisors

Financial Advisor

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 ...

Excelon Associates

Financial Aid Advisor II

Orlando, FL

$19 - $24.25/hr

Orlando, FL (100% On-Site; work-from-home not available) Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client ...

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · On-site

Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a ... Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ...

DiMercurio Advisors

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

DiMercurio Advisors LLC

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

DiMercurio Advisors LLC

Tax Associate (Remote)

Orlando, FL · Remote

$59K - $79K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

Midas - PGW

Automotive Service Advisor

Orlando, FL · On-site

Midas is committed to training our associates and promoting from within the organization. Responsibilities As a Midas automotive service advisor, you will manage and direct all automotive and general ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Deltona, FL

Associate Advisor information

See Deltona, FL salary details

$10

$22

$39

How much do associate advisor jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for associate advisor in Deltona, FL is $22.34, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $25.67 per hour, depending on experience, location, and employer.

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 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 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 Deltona, FL?

The most popular types of Advisor jobs in Deltona, FL are:

What are popular job titles related to Associate Advisor jobs in Deltona, FL?

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

What job categories do people searching Associate Advisor jobs in Deltona, FL look for?

The top searched job categories for Associate Advisor jobs in Deltona, FL are:

What cities near Deltona, FL are hiring for Associate Advisor jobs?

Cities near Deltona, FL with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Deltona, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $46,476 per year, or $22.3 per hour.

Lead Wealth Advisor

Altamonte Springs, FL • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$125K - $185K/yr

Full-time

Medical, Retirement, PTO

Posted 15 days ago

Job description

Position Title: Lead Wealth Advisor
Salary Range: $125,000-$185,000 Base / Year, DOE + Revenue Share
This is a rare opportunity for an accomplished wealth advisor to step into an established book of business and build long-term relationships with clients who already value thoughtful, comprehensive financial guidance. The Lead Wealth Advisor will become the primary advisor for approximately 200 established client relationships representing roughly $160 million in assets under management, guiding clients through retirement, investment, tax, and estate planning while working through a structured transition with a retiring senior advisor. The ideal candidate is a seasoned CFP® professional who combines deep technical expertise with emotional intelligence, credibility and a genuine commitment to fiduciary service. This person knows how to earn trust quickly, lead sophisticated client conversations, and collaborate with a team without bringing ego into the room.
Responsibilities
  • Serve as the primary wealth advisor for an established portfolio of client households and develop trusted, long-term relationships with clients and their families
  • Lead client meetings and deliver comprehensive advice across retirement, investment, tax and estate planning
  • Build meaningful relationships with spouses, beneficiaries and next-generation family members to support continuity across generations
  • Navigate a thoughtful succession process alongside a retiring senior advisor, learning existing relationships, preferences and financial strategies before assuming primary responsibility
  • Deliver proactive, highly personalized service while identifying opportunities to strengthen financial plans, improve efficiencies and enhance the overall client experience
  • Collaborate closely with associate advisors, client service professionals, operations, and compliance to ensure clients receive seamless support
  • Maintain a fiduciary-first approach while confidently managing a substantial portfolio of sophisticated client relationships

Requirements
  • 8+ years of financial planning and wealth management experience with the maturity and expertise to independently lead complex client conversations
  • Active CFP® designation required
  • Bachelor's degree required
  • Demonstrated success managing high-net-worth client relationships with the capacity to actively manage 75-100+ clients
  • Strong knowledge of financial planning, retirement strategies, taxation and investment management
  • Exceptional communication, relationship-building and client service skills with the ability to establish credibility and rapport quickly
  • Strong technology aptitude with Excel proficiency and experience working with custodians such as Schwab and Fidelity; familiarity with Salesforce, Black Diamond, RightCapital or similar wealth management platforms is valuable

Benefits
  • Total compensation potential around $240,000 based on the established book of business, with quarterly revenue-share payments
  • 100% employer-paid employee medical coverage, with additional plan and HSA options
  • Employer 401(k) contribution
  • Flexible PTO structure at the advisor level along with company holidays and additional time off throughout the year
  • Established client portfolio providing the opportunity to focus immediately on relationship management, planning and long-term client impact

If you are an experienced CFP® who wants to inherit meaningful client relationships, deliver sophisticated advice and build the next chapter of your career with an established independent wealth management firm, apply today.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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