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Associate Advisor Jobs in Miami, FL (NOW HIRING)

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients ...

Bessemer Trust Inc.

Associate Client Advisor

Miami, FL · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Bessemer Trust

Associate Client Advisor

Miami, FL · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

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 ...

Florida Financial Advisors

Be Seen First

Financial Advisor

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 ...

West Coast University, Inc.

Admissions Advisor

Doral, FL

$18.25 - $24.50/hr

Choose To Make A Difference As an Admissions Advisor for a certified Great Place to Work, you will ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

West Coast University, Inc.

Admissions Advisor

Doral, FL · On-site

$18.25 - $24.50/hr

Choose To Make A Difference As an Admissions Advisor for a certified Great Place to Work, you will ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Miami, FL

Associate Advisor information

See Miami, FL salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate advisor in Miami, FL is $24.80, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $28.51 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 Miami, FL? The most popular types of Advisor jobs in Miami, FL are:
What are popular job titles related to Associate Advisor jobs in Miami, FL? For Associate Advisor jobs in Miami, FL, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Miami, FL look for? The top searched job categories for Associate Advisor jobs in Miami, FL are:
What cities near Miami, FL are hiring for Associate Advisor jobs? Cities near Miami, FL with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Miami, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,592 per year, or $24.8 per hour.

Financial Advisor

Brady Financial

Miami, FL • On-site

$100K/yr

Full-time

Re-posted 25 days ago

Job description

Company Overview:

We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe in a high degree of client service and will go out of our way every time to care for the people that trust and work with us. As we continue to grow, we are looking for an Associate Advisor to expand our team.


Financial Advisor Position Overview/Summary:

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients, anticipating their needs, resolving problems, and following through on agreed upon financial plans. Qualified candidates will be detail oriented and have a high degree of follow through. Must be comfortable working within the framework of a private office/small team environment. You need to be able to work independently, with little direction and carry a task from beginning to end. Resourcefulness will be the key to success!


Financial Advisor Benefits:

  • Competitive Compensation starting at $100,000
  • Annual bonuses based on company growth & your performance
  • Pension Plan
  • 401(k)
  • Paid continuing education training
  • Small team environment - collaborate & learn directly with business leadership
  • All holidays that close the stock market are paid vacation days

Financial Advisor Duties and Responsibilities:

  • Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
  • Work directly with client, taking the lead on items that need following up on, and keeping Lead Advisor apprised of status of projects and client communications.
  • Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience.
  • Manage client appointments from setting meeting and preparation of meeting agendas, to post meeting tasks - such as develop meeting notes, and follow through with implementation of determined objectives of the meeting.
  • Process client account paperwork and process internal and external asset movements.
  • Regularly prepare supporting materials and sample reports for clients, as well as developing IPS and Client Risk Tolerance Agreements.
  • Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior Wealth Manager.
  • Effectively communicate with clients' other professional advisors in areas of tax, estate planning, insurance, and risk management.
  • Train to do trading and rebalancing of client investment accounts.
  • Participate in development and presentation of client/prospect educational events.
  • Participate in ongoing marketing strategies with goal of maintaining and gaining new client relationships.

Financial Advisor Requirements:

  • Bachelor's degree in Finance, Business, Accounting, Economics, or related field
  • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses
  • 2 - 5 years' relevant experience in financial or similar client service
  • People oriented, service minded
  • Strong written and verbal communication skills
  • Strong analytical skills and attention to detail
  • Proficient in Word, Excel, PowerPoint and electronic productivity software
  • Understanding of compliance and adherence to all regulations and policies

Preferred Qualifications:

  • Advanced degree or professional designation such as CFP or CFA, or work towards it is highly preferred
  • Marketing/branding skills are a plus
  • Familiarity with financial planning software and tools