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Associate Financial Advisor Jobs (NOW HIRING)

Fute IT Inc

Associate Financial Advisor

Hanover, NH · On-site

The Associate Financial Advisor will assist in the creation and management of financial plans and retirement strategies, provide investment recommendations, and support clients in achieving their ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

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Associate Financial Advisor information

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How much do associate financial advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for associate financial advisor in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

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Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Financial Advisor

Saint Petersburg, FL • On-site

Guided Financial Advisors
See more jobs at Guided Financial Advisorsexternal

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Posted 2 days ago

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Job description

Company Description

Guided Financial Advisors is an independent, full-service firm specializing in comprehensive financial planning and wealth management. Built on strong core values, the firm is dedicated to understanding clients' unique goals, values, and priorities. Guided Financial Advisors develops personalized strategies to help clients achieve their financial objectives and long-term success. We take pride in fostering trust and providing tailored solutions for every client.

Role Description

This is a full-time, on-site role for an Associate Financial Advisor based in St. Petersburg, FL. The Associate Financial Advisor will assist with preparing financial plans, analyzing client portfolios, and providing personalized recommendations in line with clients' financial objectives. They will also support retirement planning, conduct financial assessments, and collaborate with clients to explore investment strategies. The role will involve regular client communication to ensure a high standard of service delivery.

Qualifications
  • Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
  • Strong knowledge of Finance and Investments principles
  • Excellent analytical thinking and problem-solving skills
  • Strong written and verbal communication abilities
  • Attention to detail and aptitude for building long-term client relationships
  • Relevant certifications such as CFP or plans to pursue certification are desirable
  • Bachelor's degree in Finance, Accounting, or a related field preferred
  • Experience in financial services or a client-facing advisory role is a plus
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