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

Florida Financial Advisors

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Financial Advisor

Miami, FL · On-site

$50K - $100K/yr (+ commission)

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 ...

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 ... Financial Advisor Benefits : * Competitive Compensation starting at $100,000 * Annual bonuses based ...

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 ...

Synovus

Financial Advisor Associate

Weston, 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 ...

Cetera Financial Group

Financial Advisor

Miami Lakes, FL · On-site

$43K - $150K/yr

At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Claire Myers Consulting

Paraplanner

Coral Gables, FL · On-site

$75K - $80K/yr

Experience as a Paraplanner, Associate Advisor, Financial Planning Analyst, Client Service Advisor, or similar role * Strong understanding of core financial planning and investment concepts

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

Associate Financial Advisor information

See Miami, FL salary details

$36.8K

$64.2K

$107.6K

How much do associate financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial advisor in Miami, FL is $64,232.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $78,900.00 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.

What are the most commonly searched types of Financial Advisor jobs in Miami, FL?

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Miami, FL as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $64,232 per year, or $30.9 per hour.

Associate Financial Advisor

McKinnon Wright Wealth Management

Fort Lauderdale, FL • On-site

Other

Posted 3 days ago

New

Job description

McKinnon Wright Wealth Management:

Associate Financial Advisor – Relationship Manager:

What we are looking for


The Person

Someone that has a talent and passion for investments and financial planning. Industry experience is required, certifications are a plus.

Someone that is persistent, driven, organized, and eager to make themselves valuable to the organization and our clients.

Someone that has a demonstrated track record of care for others and service to the community.


The Position

Overview: McKinnon Wright Wealth Management is a family business serving families and we operate under the Golden Rule of treating our clients the way that we would like to be treated (or better!). We view our business as having two divisions; Investment Management and Strategic (financial) Planning. Under those divisions, our goal is to build excellent strategies and processes that can be leveraged for the benefit of clients and advisors across the team.


The Associate Financial Advisor will assist the Senior Advisors with all aspects of client development and relationship management. With confidence in our business and processes, your job will be to help us retain and grow our existing business while also helping us develop new client and referral relationships.


This is an incredible opportunity to work with and learn from a team of talented advisors who will be excited to help you develop your career.


The Compensation

Base Salary plus bonus (commensurate with experience and existing client book, if any)


The Company

You can read more about our team at www.mckinnonwrightwm.com

Apply