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Associate Financial Services Jobs in Florida (NOW HIRING)

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Phase 2: Transition to Associate Partner (Months 13-18) After meeting specific benchmarks in your ... You will shift your focus to recruiting, coaching, and leading your own team of financial ...

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Phase 2: Transition to Associate Partner (Months 13-18) After meeting specific benchmarks in your ... You will shift your focus to recruiting, coaching, and leading your own team of financial ...

Pioneers

Financial Services Coordinator

Orlando, FL · On-site

Works on the Financial Services Team in providing financial services to US Mob Base missionaries ... Associate's degree preferred * Ministry experience required * Excellent communication skills ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Florida

Associate Financial Services information

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$10

$23

$50

How much do associate financial services jobs pay per hour?

As of Aug 20, 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 an 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 the key skills and qualifications needed to thrive as an associate financial services?

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 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 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 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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $49,681 per year, or $23.9 per hour.

Associate Financial Advisor - Viera, FL

Edward Jones Careers

Viera, FL • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 257 frontline employees who took The Breakroom Quiz

73rd of 151 rated financial services

Job description

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. 
 
What you’ll do? 

  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 

  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 

  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 

  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 

  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

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