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Associate Financial Advisor Jobs in Jupiter, FL (NOW HIRING)

Raymondjames

Financial Planning Consultant

Stuart, FL · On-site

Partners with Financial Advisor to review clients' current portfolio design, understand client ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Jupiter, FL

Associate Financial Advisor information

See Jupiter, FL salary details

$37.6K

$65.7K

$110K

How much do associate financial advisor jobs pay per year?

As of Aug 3, 2026, the average yearly pay for associate financial advisor in Jupiter, FL is $65,668.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $80,700.00 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 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.

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 most commonly searched types of Financial Advisor jobs in Jupiter, FL? The most popular types of Financial Advisor jobs in Jupiter, FL are:
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Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Jupiter, FL as of June 2026, with employment types broken down into 89% Full Time, 8% Part Time, 1% Temporary, and 2% Contract. Highlights an 67% Physical, 4% Hybrid, and 29% Remote job distribution, with an average salary of $65,668 per year, or $31.6 per hour.

Financial Advisor (Jupiter, FL)

Humans Being Resources

Jupiter, FL

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Jupiter, FL area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 3+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role (Example: Associate Financial Planner, Financial Planner, Client Service Specialist, Paraplanner, etc.)
  • 3+ years of Financial Services experience in a professional office environment
  • Current FINRA Series 7 & 66 or 7 & 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience (Example: Wealthscape, eMoney, Money Guide Pro, Advisor360, etc.)
  • Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
  • Current CFP Designation or CFP in-process is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As an Financial Advisor / Financial Planner you will:
  • Initiate, track and complete client paperwork effectively
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the clients overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
Compensation:
  • $90,000 - $120,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Coverage Contribution
  • Long-Term & Short -Term Disability Insurance + 401k w-Match
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Jupiter, FL area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!