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Associate Financial Planner Jobs in Florida (NOW HIRING)

Bealls

Associate Location Planner

Bradenton, FL · On-site

... Financial Planning and Buying teams to align receipt flow with volume group, climate zone and store needs • Execute seasonal transition strategies to deliver timely flow of seasonally relevant ...

Baird

Financial Advisor in Training

Merritt Island, FL · On-site

... planning processes * Successfully pass Comprehensive Capstone Project Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Florida

Associate Financial Planner information

See Florida salary details

$34K

$62.7K

$84.1K

How much do associate financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial planner in Florida is $62,701.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $74,700.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Florida? The most popular types of Financial Planner jobs in Florida are:
What are popular job titles related to Associate Financial Planner jobs in Florida? For Associate Financial Planner jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Florida look for? The top searched job categories for Associate Financial Planner jobs in Florida are:
What cities in Florida are hiring for Associate Financial Planner jobs? Cities in Florida with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in FL? For Associate Financial Planner jobs in FL, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $62,701 per year, or $30.1 per hour.

Wealth Planner & Associate Advisor (Series 7/66)

#twiceasnice Recruiting

Jacksonville, FL • On-site

$85K/yr

Full-time

Medical, PTO

This job post has expired today. Applications are no longer accepted.

Job description

twiceasnice Recruiting is seeking a Wealth Planner / Associate Advisor in Jacksonville, FL. This full-time on-site role involves preparing financial plans, analyzing client needs, and supporting planning strategies across various financial topics. The ideal candidate has a Bachelor's degree and 3+ years of wealth management experience, along with active Series 7 and Series 66 licenses. The position offers a competitive salary of $85,000+ along with benefits like health insurance and PTO. #J-18808-Ljbffr

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About #twiceasnice Recruiting

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#twiceasnice Recruiting is a prominent company in the recruitment and staffing industry, based in Boston, MA, US. The company's services are designed to meet all employment needs of its clients, focusing on optimal fits between employers and prospective employees. Ever since its inception, #twiceasnice Recruiting has committed to the goal of providing high quality recruitment services at a swift pace. They have garnered significant acclaim for their innovative approaches and prompt services, leading them to be recognized as a leader in their field.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Boston, MA, US

Year founded

2017

Social media

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