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Financial Professional Associate Jobs in Florida

UAB

FINANCIAL ASSOCIATE

Tampa, FL · On-site

$16.50 - $26.80/hr

FINANCIAL ASSOCIATE (FACILITIES) The primary accountabilities below are intended to describe the ... Communicate professionally with vendors regarding payment inquiries. Coordinate with internal ...

Cetera

Senior Branch Administrator

Tampa, FL

$19 - $19.25/hr

... financial professionals, clients, and branch associates. What you will do: * Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch ...

Cetera

Senior Branch Administrator

Tampa, FL · On-site

$19 - $19.25/hr

... financial professionals, clients, and branch associates. What you will do: * Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch ...

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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 Aug 8, 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 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 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 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, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $65,388 per year, or $31.4 per hour.

Asset & Wealth Management, Business Development Professional, Associate - Miami

Goldman Sachs, Inc.

Miami, FL • On-site

$42K - $58K/yr

Full-time

Re-posted 13 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 170 rated banks

Job description


Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business.
We are looking to hire motivated BDPs to complement our very successful team of advisors focused on the Mexico market.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with PWAs to both support existing client relationships and drive new business generation
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Act as the growth engine for the PWM team across both wallet share and new business
  • Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
  • Act as the PWM team's central point of contact for client relationship management in Salesforce
  • Participate in the PWM team's prospective client meetings and coordinate follow-up, as needed
  • Manage internal new business strategy meetings, developing agendas and driving associated action items

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree
  • Related financial services experience of 3+ years
  • Spanish native fluency required
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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