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Associate Financial Services Jobs in Florida (NOW HIRING)

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Associate Financial Services information

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$23

$50

How much do associate financial services jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for associate financial services in Florida is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $25.67 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are Associate Financial Services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by Associate Financial Services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an Associate in Financial Services, and why are they important?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Florida? The most popular types of Financial Services jobs in Florida are:
What cities in Florida are hiring for Associate Financial Services jobs? Cities in Florida with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,681 per year, or $23.9 per hour.

Investment Associate (Financial Services)

Hennion & Walsh Inc

Boca Raton, FL • On-site

$30K - $61K/yr

Full-time

Medical, Dental, Retirement

Posted 21 days ago

Job description


Position Overview

Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors.

As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed.

Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals.

Position Key Responsibilities
  • Participate in the firm’s Financial Advisor training and licensing program
  • Study for and complete FINRA licensing examinations with firm support
  • Learn investment products, financial markets, and wealth management strategies
  • Develop communication and relationship-building skills through advisor mentorship
  • Assist in building and maintaining client relationships
  • Collaborate with advisors and internal teams in a fast-paced financial services environment
Position Must Haves
  • Bachelor’s Degree required
  • Strong communication and interpersonal skills
  • Goal-oriented, motivated, and coachable mindset
  • Professional work ethic and strong attention to detail
  • Ability to multitask and work in a fast-paced environment
  • Excellent organizational and time management skills
  • Interest in financial markets, investing, and wealth management
Position Preferences (if applicable)
  • Prior internship, sales, finance, or customer service experience
  • Entrepreneurial mindset with an interest in business development
  • Interest in pursuing a long-term career as a Financial Advisor
Benefits
  • Competitive base compensation plus variable compensation opportunities
  • Paid training and licensing support
  • Mentorship and professional development programs
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Career growth opportunities within a growing financial services firm



The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.