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Financial Advisor Support Jobs in Florida (NOW HIRING)

Corporate Synergies

Financial Advisor

Winter Park, FL · On-site

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 ...

Florida Financial Advisors

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Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

  • Medical

  • Dental

  • Life

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

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Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

  • Medical

  • Dental

  • Life

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

  • Medical

  • Dental

  • Life

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 ...

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Financial Advisor Support information

How do you start working as a financial advisor support?

To start working as a financial advisor support, candidates typically need a high school diploma or equivalent, with some roles preferring post-secondary education in finance, business, or related fields. Relevant skills include strong communication, organization, and knowledge of financial products and software; certifications like the FINRA Series 7 or 66 may be beneficial. Entry-level positions often require on-the-job training and familiarity with financial planning tools, with opportunities for advancement through experience and additional certifications.

What is a financial advisor support?

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 the typical responsibilities of a financial advisor support 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.

Is a career as a financial advisor support worth it?

A career as a financial advisor support involves assisting financial advisors with client management, compliance, and administrative tasks. It can be a rewarding role with opportunities for growth, especially for those with strong communication and organizational skills, and often requires relevant certifications or licenses. The job offers a stable work environment and the chance to develop industry-specific knowledge.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Financial Advisor

Corporate Synergies

Winter Park, FL • On-site

Full-time

Posted 27 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.

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