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Financial Professional Associate Jobs in Florida

CNL

Internal Wholesaler

Orlando, FL · On-site

$70 - $120/hr

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 ...

Miller & Hurt Wealth Advisors

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Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... You'll work directly with experienced advisors who are committed to your professional development.

Miller & Hurt Wealth Advisors

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Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... You'll work directly with experienced advisors who are committed to your professional development.

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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 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.

Legal Secretary- Litigation (Business & Commercial Matters)

RUMBERGER KIRK & CALDWELL PROFESSIONAL ASSOC

Orlando, FL • On-site

$56K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

RumbergerKirk is seeking an experienced Legal Secretary to provide administrative and legal support to attorneys and paralegals in litigation, corporate, commercial, and business matters. This role is responsible for preparing legal documents, managing calendars and deadlines, coordinating filings and case activities, and assisting with trial preparation. The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced legal environment while maintaining professionalism, accuracy, and confidentiality.

What You'll Do

You'll play an integral role in supporting attorneys and clients by:

  • Preparing, formatting, proofreading, and revising legal documents, pleadings, correspondence, agreements, and other legal materials.
  • Managing attorney calendars, court deadlines, and case schedules to ensure critical dates are tracked and met.
  • Coordinating depositions, hearings, mediations, trials, client meetings, conference calls, and other case-related events.
  • Preparing and filing documents in state and federal courts, including electronic and sealed filings.
  • Reviewing and processing incoming emails, court filings, correspondence, and other communications to ensure timely follow-up.
  • Maintaining organized electronic and physical client files in accordance with firm policies.
  • Opening new client and matter files, including conflict searches and matter setup.
  • Maintaining case lists, trial calendars, mediation schedules, and other tracking reports.
  • Assisting attorneys and paralegals with trial preparation, exhibits, binders, and supporting materials.
  • Entering attorney time, preparing expense reports, and processing vendor invoices.
  • Communicating professionally with clients, court personnel, opposing counsel, experts, vendors, and other third parties.
  • Providing backup support for other legal secretaries and assisting with training and special projects as needed.
What We're Looking For
  • 5+ years of legal secretary experience.
  • Litigation experience required.
  • Strong knowledge of state and federal court procedures and e-filing.
  • Proficiency in Microsoft Word, Outlook, and Excel.
  • Excellent organizational, communication, and multitasking skills.
  • Strong attention to detail and ability to prioritize competing deadlines.
  • Professional judgment, discretion, and a client-service mindset.

A Plus If You Have:

  • Experience supporting corporate, commercial, or real estate practices.
  • Trial preparation experience.
  • A paralegal certificate, associate degree, or related legal education.

Why You'll Love it Here

You’ll be part of a collegial, professional environment where your insights are valued. We offer stability, collaboration, and a workplace where you can contribute and succeed while working for a firm that takes pride in both its people and its practice.

Benefits Include
  • Competitive salary
  • 18 days of paid time off (PTO)
  • Health insurance with firm-paid HSA contributions on select plans
  • Dental and vision insurance
  • Firm-paid life insurance
  • 401(k) plan with employer match  
  • Paid parking
  • Optional Aflac supplemental plans
  • Access to a company-sponsored financial wellness program