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

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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 4, 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.

Wealth Planner (Associate Advisor)

Tobias Financial Advisors

Plantation, FL • On-site

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago

Job description

About Tobias Financial Advisors

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients’ best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life’s transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team.


Why Join Us

As part of our team, you’ll have the opportunity to make a meaningful impact on clients’ lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships.


Position Summary

Tobias Financial Advisors is seeking a detail-oriented, proactive Wealth Planner to support our Wealth Advisors and contribute to delivering exceptional, comprehensive financial planning services. In this role, you will help prepare and participate in client meetings, manage follow-up items, perform financial analyses, and support ongoing tax and planning initiatives. This is an excellent opportunity for a planning professional who wants to deepen their expertise, build strong client relationships, and grow within a collaborative and mentorship-driven team.


What You’ll Get to Do

Client Meeting Preparation & Participation

  • Prepare client deliverables, including reports, financial plans, projections, and recommendations
  • Participate in client meetings with Wealth Advisors
  • Coordinate follow-up items with clients, external professionals, and internal team members

Client Relationship Support

  • Document and track all follow-up tasks in the CRM system
  • Manage agendas, action items, and communications to ensure a seamless client experience
  • Respond to day-to-day client inquiries with professionalism and promptness

Financial Planning & Onboarding

  • Support onboarding by reviewing accounts and drafting investment policy statements
  • Prepare comprehensive financial analyses, including retirement projections, estate planning summaries, insurance reviews, and investment evaluations
  • Conduct research tailored to client needs (tax, investments, Social Security, etc.)

Tax Planning & Coordination

  • Analyze client tax returns, insurance policies, and estate documents
  • Assist with quarterly and annual tax planning processes
  • Coordinate with clients and CPAs on tax-related information and documentation


What We’re Looking For

Required

  • Bachelor’s degree
  • Minimum 2-3 years of experience in financial planning or a related field
  • Strong organizational skills, attention to detail, and ethical decision-making
  • Ability to communicate financial concepts clearly and collaboratively
  • High level of integrity and a genuine interest in helping clients achieve their goals

Preferred

  • CFP® certification or recent exam completion with certification pending
  • Exposure to personal income tax planning or preparation
  • Experience with financial planning software or CRM systems
  • A proactive, team-oriented mindset with a desire to learn and grow


Compensation & Benefits

  • Competitive salary + incentive compensation
  • Fully paid medical benefits
  • Unlimited personal time off (PTO)
  • 401(k) with profit-sharing plan
  • Professional development support, including tuition and certification reimbursement, plus association membership dues


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary action in their history.


**Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.