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Associate Wealth Manager Jobs in Florida (NOW HIRING)

UBS

Senior Wealth Strategy Associate

Coral Gables, FL · On-site

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with ...

AllianceBernstein

Private Wealth Associate

Miami, FL · On-site

$15 - $20/hr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

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How much do associate wealth manager jobs pay per hour?

As of Aug 11, 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 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 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 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 based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
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 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $39,504 per year, or $19 per hour.

Wealth Management Academy Professional - Orlando - July/October Cohorts

Charles Schwab Inc.

Orlando, FL • On-site

$22.02 - $42.07/hr

Full-time

Posted 8 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact-on your career, your clients, and your future. If you're interested in financial planning and advice, the Wealth Management Academy is designed to help you build the foundation for a long-term career in wealth management while owning your tomorrow.
The Wealth Management Academy is a 15-month rotational development program within Wealth & Advice Solutions that blends structured learning, hands-on experience, and mentorship. You'll begin with focused preparation for required securities licensing, followed by immersive training that builds market knowledge, client-centered judgment, and the consultative confidence needed to succeed in advice and planning roles. Throughout the program, you'll be supported by leaders and coaches who champion your growth in a collaborative, One Schwab environment grounded in integrity and service above all.
We are currently accepting applications for 2027 Wealth Management Academy July and October Cohorts in Orlando, FL. Relocation assistance may be available for candidates relocating from other states.
During your time in the Academy, you will:
  • Earn required FINRA licenses by studying for and passing the SIE, Series 7, and Series 66 exams during the initial 3-4 months of the program, while developing the discipline and learning strategies needed for a regulated, advice-driven environment.
  • Build foundational advice and service capabilities by assisting clients with trading and service needs through inbound phone, chat, and digital interactions-learning how to explain concepts clearly, navigate questions confidently, and deliver solutions aligned to client goals.
  • Complete rotations across Wealth & Advice Solutions businesses, gaining exposure to Schwab's advice models, products, and service strategies while deepening your understanding of how different teams collaborate to serve clients effectively.
  • Strengthen consultative and professional skills through live client interactions, coaching, and wealth management training that reinforce Schwab's need-based, client-first approach.
  • Apply learning in real time, combining classroom instruction, self-study, and web-based development with on-the-job experience to build judgment, market awareness, and confidence.
  • Transition into a role on the Schwab Wealth Advisory (SWA) Centralized Service Team upon successful completion of the Academy, serving as an ambassador for Schwab by educating clients and solving problems through inbound interactions. This experience serves as a foundation for future career growth to Associate Wealth Advisor opportunities across Schwab locations.

What you have
Required Qualifications:
  • Bachelor's degree in any discipline from an accredited college or university
  • Completed or currently enrolled in CFP Board-approved coursework
  • Ability to travel occasionally during the program (less than 10% of the year)
  • Interest in pursuing a career in financial planning and advice, with motivation to engage and perform in face-to-face or virtual client conversations as part of a service- and performance-focused environment.
  • Passion for helping others and understanding their needs, demonstrated through active listening, empathy, and the ability to build rapport with clients.
  • Ability to explain information clearly and respectfully, ask thoughtful questions, and engage in conversations that help clients feel heard, informed, and supported.
  • Willingness to ask questions, process new information, and apply what you're learning when studying for licenses, assisting clients, or navigating new situations.
  • Openness to working with teammates, mentors, and leaders, contributing positively to a supportive, team-based environment and learning from others across rotations.
  • Ability to learn and adapt in a changing environment, demonstrated through curiosity, openness to new challenges, and willingness to apply training, feedback, and hands-on experience as business needs and conditions evolve.
  • Receptiveness to guidance and feedback, using coaching as an opportunity to build confidence, improve performance, and grow professionally over time.

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