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Professional Financial Advisor Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This ...

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$36K

$102.1K

$144K

How much do professional financial advisor jobs pay per year?

As of Jun 24, 2026, the average yearly pay for professional financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.
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Associate Financial Advisor

Associate Financial Advisor

Florida Financial Advisors

Tampa, FL • On-site

Other

Posted 24 days ago

Job description

About Florida Financial Advisors

Florida Financial Advisors is a full‑service financial planning firm dedicated to helping individuals, families, and business owners achieve long-term financial well‑being. Our advisors provide holistic, client‑centered guidance across investments, retirement planning, insurance, and wealth management. We value integrity, professionalism, and a strong commitment to client service.


Position Summary

The Associate Financial Advisor / Client Service Associate plays a critical support role within our advisory team. This position combines client relationship management, operational support, and foundational financial advising responsibilities. You’ll work closely with senior advisors while gaining hands-on experience toward becoming a fully licensed, client-facing financial advisor.

This is an ideal role for individuals early in their financial services career who are motivated, detail-oriented, and passionate about helping clients achieve financial wellness.


Key Responsibilities

Client Support & Relationship Management

  • Serve as a primary point of contact for client inquiries, service requests, and follow-up actions.
  • Prepare client meeting materials, reports, and financial planning documents.
  • Support onboarding of new clients, including paperwork, account setup, and ongoing communication.
  • Maintain accurate client records and ensure all documentation meets compliance requirements.

Advisor Support

  • Assist senior advisors with scheduling, meeting preparation, and follow-up tasks.
  • Conduct basic research related to investment products, financial planning strategies, and market information.
  • Help gather client financial data, statements, and documentation for analysis.
  • Participate in client meetings as appropriate to learn the advisory process.

Operations & Administrative Responsibilities

  • Process account paperwork, transfers, and service requests with accuracy and timeliness.
  • Coordinate with internal departments (operations, compliance, etc.) to ensure smooth client service.
  • Track and manage tasks, deadlines, and next steps within the CRM and workflow systems.

Professional Development

  • Study for and obtain required industry licenses (Series 7, Series 66, Life/Health Insurance).
  • Participate in ongoing training, mentorship, and skill development programs.
  • Progress toward increased client-facing responsibilities as competence and licensing grow.


Qualifications

  • Candidates must hold FINRA SIE, Series 65, Series 6 & State Life insurance License
  • Prior experience in financial services, client service, or administrative support is a plus.
  • Strong organizational skills and high attention to detail.
  • Excellent written and verbal communication.
  • Ability to handle sensitive information with confidentiality and professionalism.
  • Proficiency with Microsoft Office, CRM systems, and overall tech comfort.


Key Competencies

  • Client-focused mindset
  • Professionalism and integrity
  • Ability to work in a fast-paced environment
  • Strong problem-solving skills
  • Team-oriented but self-motivated

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