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Associate Wealth Manager Jobs in Florida (NOW HIRING)

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Conduct fundamental research related to wealth plan solutions and strategies. 5.Identify and ... Where supporting Lead Relationship Manager, interact with service areas to help determine service ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for associate wealth manager in Florida is $18.99, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $22.26 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What are popular job titles related to Associate Wealth Manager jobs in Florida?

For Associate Wealth Manager jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Associate Wealth Manager jobs in Florida look for?

The top searched job categories for Associate Wealth Manager jobs in Florida are:

What cities in Florida are hiring for Associate Wealth Manager jobs?

Cities in Florida with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Florida as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $39,504 per year, or $19 per hour.

Client Service Associate (Wealth Management)

Sanctuary Wealth Group LLC

Fort Myers, FL • On-site

Full-time

Re-posted 25 days ago

Job description

Description

 Client Service Associate (Wealth Management)

Location: Fort Myers, FL
Work Model: Full-Time | In-Office Monday-Friday

Hiring Firm: 1280 Financial Partners 

Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments

Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit. 

The team is open to considering both entry-level candidates seeking to build a career in wealth management as well as more experienced Client Service Associates who can contribute at a higher level from day one. Comprehensive benefits and discretionary bonus potential included.


About the Role - The Client Service Associate serves as a key member of the client service and operations team, supporting advisors and clients throughout the lifecycle of the relationship. This role is ideal for someone with previous experience in wealth management, banking, financial services, or a highly professional client-facing environment who enjoys building relationships, solving problems, and delivering exceptional service.


The ideal candidate is organized, detail-oriented, proactive, and eager to learn. They enjoy being part of a collaborative team, taking ownership of their work, and are looking for a long-term opportunity within a growing independent wealth management firm.


This is not an advisor-track position. We are seeking someone who genuinely enjoys client service, operations, relationship support, and becoming an integral part of a high-performing wealth management team. 

Your Role & Responsibilities


Client Service & Administrative Support

Serve as a primary point of contact for client service requests, questions, and account-related needs

Deliver a white-glove client experience through timely, professional, and accurate communication

Build trusted relationships with clients and proactively assist in resolving service issues

Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions

Assist with client onboarding and ensure a seamless transition for new relationships

Maintain accurate and detailed client records and documentation


Account Administration & Operations

Process account paperwork, client forms, and operational requests

Assist with money movement requests, check deposits, rollovers, and account maintenance activities

Coordinate with custodians and third-party providers as needed

Support account reviews, service initiatives, and ongoing client maintenance activities

Ensure compliance with firm policies, procedures, and regulatory requirements


Advisor & Team Support

Partner closely with advisors and fellow client service professionals to support daily operations

Assist with scheduling, workflow management, and internal coordination efforts

Support client events, educational seminars, and relationship-building initiatives as needed

Identify opportunities to improve processes, increase efficiency, and enhance the client experience


Team Support & Continuous Improvement

Work closely with all members of the firm to support business operations

Proactively identify meaningful tasks and opportunities to support the team when immediate priorities are complete. 

Contribute ideas for improving client service, efficiency, and firm operations

Take ownership of responsibilities and seek opportunities to learn and grow

Requirements

 What We're Looking For

Required Qualifications

0-3+ years of experience in wealth management or financial services

Strong client service orientation with exceptional verbal and written communication skills

High level of professionalism, discretion, and attention to detail

Strong organizational skills with the ability to manage multiple priorities simultaneously

Ability to work independently while also thriving in a collaborative team environment

Proficiency with Microsoft Outlook, Word, Excel, and Teams

Demonstrated ability to learn new systems and technology platforms quickly

Positive attitude, strong work ethic, and willingness to support the broader team

Ability to work onsite full-time in Fort Myers, FL


Preferred Qualifications

Previous experience supporting financial advisors, wealth managers, RIAs, broker-dealers, or private banking teams

Series 7 and/or Series 66 licenses (or willingness to pursue licensing)

Experience working with BNY Pershing and/or Charles Schwab Advisor Services

Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows.

Associate's or Bachelor's degree 

Understanding of financial planning, investment management, retirement planning, or wealth management concepts.


Join Our Team at 1280 Financial Partners - 1280 Financial Partners is an independent wealth management firm committed to delivering objective advice, comprehensive planning, disciplined investment management, and white-glove service to individuals, families, and institutions. 


Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best-in-State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.


Why Join 1280 Financial Partners?

Join a rapidly growing independent wealth management firm

Work alongside a highly experienced team of advisors and wealth management professionals

Competitive compensation and bonus opportunity

Comprehensive benefits package

Long-term career stability and growth potential

Collaborative, team-oriented culture

Direct exposure to firm leadership and decision-makers

Opportunity to make a meaningful impact on clients' financial lives


The Ideal Candidate - The ideal candidate is curious, coachable, resourceful, and genuinely enjoys helping others. This individual takes ownership of their work, adapts quickly, and brings a proactive, solutions-oriented mindset to support the needs of both the team and its clients.


They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.

Apply