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Financial Professional Associate Jobs in Miami, FL

Aionios LLC

Public Finance Associate

Miami, FL

$180K - $210K/yr

Working directly with developers, financial stakeholders, and project teams * Supporting large ... professional development support. This is an excellent opportunity for an attorney with bond ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client ... Effectively communicate with clients' other professional advisors in areas of tax, estate planning ...

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Showing results 21-40

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 7, 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.

Associate, Financial Planning & Analysis

Banco Santander SA

Miami, FL • On-site

$100 - $125/hr

Other

Posted 5 days ago

Key responsibilities

  • Manage one or more processes, projects, or procedures within the Financial Planning & Analysis function.

  • Develop and deliver well-analyzed financial forecasts to support business strategy and budgeting.

  • Provide guidance, influence, and mentorship to team members regarding FP&A policies, practices, and process improvements.

Job description

## Associate, Financial Planning & AnalysisApplylocations: Miami: Bostontime type: Full timeposted on: Posted Todayjob requisition id: Req1597048Associate, Financial Planning & AnalysisCountry: United States of America**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.If you are interested in exploring the possibilities **We Want to Talk to You!****The Difference You Make:** The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures. * Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.* Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.* Influences others regarding FP&A process policies, procedures, and practices.* Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.* Coaches and reviews the work of lower level professional to help execute the financial management function.* Implements solutions to existing problems.* Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.* Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.* Acts as subject matter expert providing functional and technical guidance to team.* Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers. **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education:*** Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required* Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred**Qualifications:*** 5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.* Excellent verbal and written communication skills.* Ability to convey a sense of urgency and drive issues/projects to closure.* Ability to prioritize and manage multiple projects simultaneously.* Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.* Strong financial analysis, modeling, and problem-solving.* Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.* Excellent interpersonal skills with ability to build relationships at all levels of management.* Excellent leadership skills.* Strong Proficiency in PowerPoint, Excel, Word.* Strong experience in and knowledge of financial planning and analysis.* Ability to multi-task and meet strict deadlines.* Ability to effectively communicate complex financial transactions and strategies.* Ability to effectively interact with the market, executive management and vendors.* Detail oriented with the ability to research, organize and analyze financial data. **Certifications:*** No Certifications listed for this job. **It Would Be Nice For You To Have:*** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **Work Authorization & Sponsorship:** Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.**What Else You Need To Know:**The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.**Base Pay Range:**Minimum:$75,000.00 USDMaximum:$125,000.00 USD**We Value Your Impact:**Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) **Risk Culture:**We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.**EEO Statement:**At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:**Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:**This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.**What** **To Do Next****:**If this sounds like a role you are interested in, then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs. #J-18808-Ljbffr

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