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Financial Associate Jobs in Fort Pierce, FL (NOW HIRING)

Amscot Financial

Customer Experience Associate

Vero Beach, FL · On-site

$14.50 - $19.50/hr

Customer Experience Associate Do you love helping people? Are you energized by creating great ... Make a Difference Every day, you'll help customers with financial solutions they depend on while ...

Amscot Financial

Customer Experience Associate

Vero Beach, FL · On-site

$14.50 - $19.50/hr

Customer Experience Associate Do you love helping people? Are you energized by creating great ... Make a Difference Every day, you'll help customers with financial solutions they depend on while ...

Seacoast Bank

Senior FP&A Analyst

Stuart, FL · On-site

$75K - $94K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

CertaPro Painters

Office Associate

Palm City, FL · On-site

$25K/yr

Marketing, Sales, Production, Financial, Administrative, Human Resource and Business Development. Responsibilities: * Create sales packages, send and schedule estimates for Sales Associates * Send ...

City Home

SALES ASSOCIATE- STUART

Stuart, FL

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

City Home

SALES ASSOCIATE- STUART

Stuart, FL · On-site

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

City Home

SALES ASSOCIATE- STUART

Stuart, FL · On-site

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

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All JobsFinancial Associate JobsFinancial Associate Jobs in Fort Pierce, FL

Financial Associate information

See Fort Pierce, FL salary details

$25.7K

$59.3K

$116.4K

How much do financial associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial associate in Fort Pierce, FL is $59,344.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $64,900.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are popular job titles related to Financial Associate jobs in Fort Pierce, FL? For Financial Associate jobs in Fort Pierce, FL, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Fort Pierce, FL look for? The top searched job categories for Financial Associate jobs in Fort Pierce, FL are:
What cities near Fort Pierce, FL are hiring for Financial Associate jobs? Cities near Fort Pierce, FL with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Fort Pierce, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,344 per year, or $28.5 per hour.

Financial Planning Consultant

Raymond James Financial, Inc.

Stuart, FL • On-site

Full-time

Re-posted 16 days ago

Job description

Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities
  • Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Researches and provides recommendations related to risk management concerns, including insurance.
  • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
  • Prepares files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Responds to client questions by telephone, email and occasional personal visits.
  • Educates client on the functions of various securities markets and the principal factors that affect them.
  • Provides guidance on estate planning options and techniques.
  • Responds to and directs education funding questions including 529 savings plans.
  • Assists with guidance on small business planning.
  • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensures firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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