ZipRecruiter

Log In

1

Financial Advisor Support Jobs in Florida (NOW HIRING)

Florida Financial Advisors

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Florida Financial Advisors

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing.

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Florida Financial Advisors, a leading financial services firm, is seeking a talented and passionate ... Provide ongoing financial guidance and support to clients, including regular portfolio reviews and ...

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Florida Financial Advisors, a leading financial services firm, is seeking a talented and passionate ... Provide ongoing financial guidance and support to clients, including regular portfolio reviews and ...

next page

Showing results 1-20

All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Florida

Financial Advisor Support information

Is 200,000 enough to work with a financial advisor?

For a financial advisor support role, having $200,000 in assets or income can be sufficient to engage with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the client's financial goals, and some advisors may require higher minimums for comprehensive services or specialized planning. It is advisable to consult directly with the advisor to understand their requirements and fee arrangements.

What are Financial Advisor Support roles?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

What are the key skills and qualifications needed to thrive as a Financial Advisor Support, and why are they important?

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

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

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

What are some typical responsibilities of a Financial Advisor Support professional during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

Why do so many financial advisors quit?

Many financial advisors leave the profession due to high stress, demanding client expectations, and regulatory pressures. Additionally, the job often involves long hours, commission-based income, and the need for ongoing certifications, which can contribute to burnout and job dissatisfaction.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires strong sales skills, certifications like the CFP, and experience in wealth management or investment advising.

What does a financial advisor assistant do?

A financial advisor support professional assists financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. Their role helps ensure smooth client service and efficient office operations.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Florida as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.
Financial Advisor

Financial Advisor

Corporate Synergies

Winter Park, FL

Other

Posted 11 days ago

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office.

Job Summary:

Advus Financial Partners is seeking a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice.This role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation-but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.

Essential Functions:

  • Client Relationship Management:
    • Build and maintain strong, long-term client relationships through proactive communication and service. Lead client meetings and reviews, including financial plan updates and investment consultations.
  • Financial Planning & Advisory:
    • Develop, analyze, and implement customized financial plans aligned with client goals and objectives.
  • Advisor Support:
    • Partner with lead advisors to prepare and refine comprehensive financial plans for high-net-worth individuals and families.
  • Execution & Operations:
    • Coordinate with internal teams (operations, portfolio management, etc.) to ensure accurate, timely implementation of financial strategies.
  • Collaboration:
    • Work cross-functionally with advisors, compliance, and operations teams to deliver seamless client service and consistent execution.

Minimum Qualifications:

  • Strong understanding of investment products and financial planning principles.
  • Proven ability to independently manage client relationships.
  • Experience working within a Registered Investment Advisor (RIA) environment
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Excellent analytical, organizational, and communication skills.
  • High attention to detail with the ability to manage multiple priorities in a fast-paced environment.

Education & Experience:

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 5-7+ years of experience in financial services, preferably in wealth management or investment advisory.
  • CFP designation (obtained or in progress), preferred.
  • Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg), preferred.

Apply