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Financial Professional Associate Jobs in Miami, FL

New York Life Insurance

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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 Insurance

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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

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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

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Real Estate Agents

Fort Lauderdale, 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 Insurance

Be Seen First

Real Estate Agents

Fort Lauderdale, 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 ...

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All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Miami, FL

Financial Professional Associate information

See Miami, FL salary details

$42.6K

$83.7K

$129.6K

How much do financial professional associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial professional associate in Miami, FL is $83,688.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,600.00 and $114,800.00 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 near Miami, FL are hiring for Financial Professional Associate jobs?

Cities near Miami, FL with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Miami, FL as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $83,688 per year, or $40.2 per hour.

Financial Services Manager

New York Life Insurance

Sunrise, FL • On-site

$60K - $285K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

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Job description

Program Summary:

Are you looking for an opportunity to leverage your past experience to propel your career into management? At New York Life, we invest in you from day one. Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role.

We will provide you with extensive training in marketing, business development, and customer relationship management, equipping you with the digital tools and product knowledge needed to build a lucrative, long-term career.

Who We Are Looking For:

We are looking for highly motivated individuals who want to make a lasting impact on the financial well-being of families and small businesses. To qualify for this fast-tracked management program, you must be able to answer "yes" to at least one of the following:

  • Do you have prior sales or managerial experience in another industry?
  • Have you previously run or owned your own business?
  • Do you hold an MBA or an equivalent advanced degree?

Your Career Path:

Phase 1: Financial Professional (First 12 Months) You will start by learning the business firsthand. You will receive top-notch training on our comprehensive suite of products (life insurance, annuities, long-term care, and investments) while building your own client base. Note: You will be required to hold securities licenses and FINRA registrations to offer investment products through our broker-dealer, NYLIFE Securities LLC.

Phase 2: Transition to Associate Partner (Months 13–18) After meeting specific benchmarks in your first year, you will enter an intensive six-month management training program. You will shift your focus to recruiting, coaching, and leading your own team of financial professionals, with continuous opportunities to be promoted to senior management levels.

Compensation & Benefits:

New York Life highly values and rewards your hard work. Our field managers’ compensation is directly aligned with their recruiting performance and their team's production. (For context, the average income among our 617 recruiters at all levels in 2024 was $285,000).

  • Phase 1 Pay: 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 ranging from $60,000–$150,000 (state/county minimums apply), PLUS lucrative bonuses and recruiting incentives (R&Ds).
  • Comprehensive Benefits: Upon reaching Associate Partner, you are eligible for Medical, Dental, and Vision insurance, Life and Long-Term Disability coverage, a 401(k) savings plan, and a pension plan.