ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Florida

New York Life Insurance

Be Seen First

Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Income during your first year as a financial professional is commission-based with immense upside potential. * Phase 2 Pay: Once you transition to Associate Partner, you will receive a base salary ...

New York Life

Be Seen First

Wealth Management Advisor

Palm Beach Gardens, FL · On-site

$100K - $150K/yr

Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner ...

New York Life

Be Seen First

Wealth Management Manager / Director

Palm Beach Gardens, FL · On-site

$100K - $150K/yr

Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner ...

CNL Financial Group

Internal Wholesaler

Orlando, FL · On-site

Proactively educate financial professionals regarding CNL distributed products, risks and benefits * Strive to become a knowledgeable resource to the broker dealer network and internal associates on ...

New York Life Insurance

Be Seen First

Sales Manager

Fort Lauderdale, FL · On-site

$150K - $200K/yr

... financial professional before entering a specialized six-month Associate Partner training program. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender ...

New York Life Insurance

Be Seen First

Sales Manager

West Palm Beach, FL · On-site

$150K - $200K/yr

... financial professional before entering a specialized six-month Associate Partner training program. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender ...

New York Life Insurance

Be Seen First

Sales Manager

West Palm Beach, FL · On-site

$150K - $200K/yr

... financial professional before entering a specialized six-month Associate Partner training program. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender ...

next page

Showing results 1-20

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Florida

Financial Professional Associate information

See Florida salary details

$33.3K

$65.4K

$101.3K

How much do financial professional associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial professional associate in Florida is $65,388.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $89,700.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

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

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities in Florida are hiring for Financial Professional Associate jobs?

Cities in Florida with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate 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 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $65,388 per year, or $31.4 per hour.

Client Service Associate/Junior Financial Advisor

Florida Financial Advisors

Tampa, FL • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Launch Your Career in Wealth Management


We're seeking a motivated, detail-oriented Client Service Associate who wants to build a long-term career in financial services while learning directly from an experienced Senior Financial Advisor.

This opportunity provides hands-on exposure to financial planning, investment management, client relationship building, business development, and practice management while making a meaningful impact on clients' financial lives.


What You'll Do

  • Deliver exceptional service to existing clients through proactive communication and follow-up
  • Coordinate client meetings and prepare financial planning presentations
  • Assist with account servicing, paperwork, and operational tasks
  • Manage client review schedules and outreach initiatives
  • Support marketing campaigns, seminars, social media, and client appreciation events
  • Maintain CRM records and help ensure an exceptional client experience
  • Strengthen client relationships and identify referral opportunities
  • Collaborate on projects that help grow the practice


What We're Looking For

  • Strong communication and interpersonal skills
  • Highly organized with exceptional attention to detail
  • Professional, positive, and client-focused attitude
  • Self-motivated with a strong work ethic
  • Comfortable learning new technology and systems
  • Ability to manage multiple priorities in a fast-paced environment
  • Bachelor's degree preferred; relevant experience will be considered


Professional Development

As part of your career growth, you'll be expected to obtain the appropriate securities and insurance licenses. We'll provide training, mentorship, study resources, and cover licensing exam costs to help you succeed.


Compensation & Benefits

  • Competitive base salary
  • Performance-based bonus
  • Commission opportunities
  • Company-paid licensing and exam costs
  • Ongoing mentorship and professional development
  • Long-term career growth potential


Why Join Us?

You'll work side-by-side with an experienced Senior Financial Advisor, gaining mentorship and real-world experience in:

  • Financial planning fundamentals
  • Investment and retirement planning
  • Client relationship management
  • Business development
  • Marketing and branding
  • Wealth management practice operations


If you're hungry to learn, committed to excellence, and excited about building a meaningful career in wealth management, we'd love to hear from you.


Apply today and take the first step toward becoming a licensed financial professional.

Apply