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Private Wealth Associate Jobs in Florida (NOW HIRING)

Regions Financial Corporation

$135K - $192K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ...

AllianceBernstein

Associate

Tampa, FL · On-site

$15 - $19.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

CFA Institute

Blackstone Private Wealth - Vice President

Miami, FL · On-site

$220 - $230/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Blackstone Private Wealth Business Group Overview Blackstone Private Wealth was established to ... and associates who are running client due diligence processes and ensuring seamless execution ...

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How much do private wealth associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for private wealth associate in Florida is $14.85, according to ZipRecruiter salary data. Most workers in this role earn between $11.15 and $15.43 per hour, depending on experience, location, and employer.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a desirable career path for those interested in finance and client service.

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What job categories do people searching Private Wealth Associate jobs in Florida look for?

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What cities in Florida are hiring for Private Wealth Associate jobs?

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Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $30,883 per year, or $14.8 per hour.

Tax & Private Wealth Associate Attorney

Direct Counsel

Miami, FL

Full-time

Re-posted 17 days ago

Job description

Junior / Mid-Level Tax & Private Wealth Associate Attorney
Location: Miami, FL

Direct Counsel is seeking a Tax & Private Wealth Associate Attorney with 3–5 years of experience to join a leading Private Wealth Services practice in Miami. This role focuses on sophisticated international and cross-border tax planning for high-net-worth individuals and global clients.

Responsibilities

  • Advise foreign and domestic clients on U.S. federal income, gift, and estate tax matters.

  • Draft and implement domestic and cross-border tax planning structures.

  • Counsel clients on pre-immigration and expatriation tax planning.

  • Advise on cross-border investments and international information reporting, including FATCA and CRS compliance.

  • Handle U.S. withholding tax matters, including FIRPTA.

  • Provide guidance on offshore private placement life insurance and annuity structures.

  • Analyze complex international tax issues and prepare planning memoranda.

Qualifications

  • 3–5 years of international tax and private wealth experience.

  • Strong background in income tax planning.

  • LL.M. in Taxation required.

  • J.D. from an ABA-accredited law school.

  • Corporate tax experience is a plus.

  • Strong drafting, analytical, and client advisory skills.

  • Must be licensed or eligible to become licensed in Florida.

  • Must reside in the Miami area prior to hire and be available to work in-office at least three days per week.

Compensation

Competitive compensation commensurate with experience, along with a comprehensive benefits package and meaningful opportunities for professional growth on a national and international platform.