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Senior Financial Advisor Jobs in Florida (NOW HIRING)

Vangard, Inc.

Certified Financial Advisor

Tampa, FL · On-site

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role,you'llcollaborate with ...

Vangard, Inc.

Certified Financial Advisor

Miami, FL · On-site

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role,you'llcollaborate with ...

Vanguard

Certified Financial Advisor

Miami, FL

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role, you'll collaborate with ...

Vanguard

Certified Financial Advisor

Tampa, FL

By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role, you'll collaborate with ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior ... Financial Advisor Requirements: * Bachelor's degree in Finance, Business, Accounting, Economics, or ...

Osaic

Sr. Financial Planning Strategist

Orlando, FL · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

ECG Resources

Financial Advisor

Delray Beach, FL

Manage client relationships and assist senior advisors with complex clients to the firm's planning-based standard. * Facilitate the financial planning process by discovering client values, goals, and ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Florida

Senior Financial Advisor information

See Florida salary details

$51.9K

$99.5K

$156.9K

How much do senior financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for senior financial advisor in Florida is $99,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,700.00 and $110,200.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Florida?

The most popular types of Financial Advisor jobs in Florida are:

What cities in Florida are hiring for Senior Financial Advisor jobs?

Cities in Florida with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Florida as of August 2026, with employment types broken down into 2% Internship, 94% Full Time, 2% Part Time, and 2% Contract. Highlights an 92% In-person, 2% Hybrid, and 6% Remote job distribution, with an average salary of $99,511 per year, or $47.8 per hour.

Client Service Associate/Junior Financial Advisor

Florida Financial Advisors

Tampa, FL • On-site

Other

Posted 4 days ago

Job description

Launch Your Career in Wealth Management


We're seeking a motivated, detail-oriented Client Service Associate who wants to build a long-term career in financial services while learning directly from an experienced Senior Financial Advisor.

This opportunity provides hands-on exposure to financial planning, investment management, client relationship building, business development, and practice management while making a meaningful impact on clients' financial lives.


What You'll Do

  • Deliver exceptional service to existing clients through proactive communication and follow-up
  • Coordinate client meetings and prepare financial planning presentations
  • Assist with account servicing, paperwork, and operational tasks
  • Manage client review schedules and outreach initiatives
  • Support marketing campaigns, seminars, social media, and client appreciation events
  • Maintain CRM records and help ensure an exceptional client experience
  • Strengthen client relationships and identify referral opportunities
  • Collaborate on projects that help grow the practice


What We're Looking For

  • Strong communication and interpersonal skills
  • Highly organized with exceptional attention to detail
  • Professional, positive, and client-focused attitude
  • Self-motivated with a strong work ethic
  • Comfortable learning new technology and systems
  • Ability to manage multiple priorities in a fast-paced environment
  • Bachelor's degree preferred; relevant experience will be considered


Professional Development

As part of your career growth, you'll be expected to obtain the appropriate securities and insurance licenses. We'll provide training, mentorship, study resources, and cover licensing exam costs to help you succeed.


Compensation & Benefits

  • Competitive base salary
  • Performance-based bonus
  • Commission opportunities
  • Company-paid licensing and exam costs
  • Ongoing mentorship and professional development
  • Long-term career growth potential


Why Join Us?

You'll work side-by-side with an experienced Senior Financial Advisor, gaining mentorship and real-world experience in:

  • Financial planning fundamentals
  • Investment and retirement planning
  • Client relationship management
  • Business development
  • Marketing and branding
  • Wealth management practice operations


If you're hungry to learn, committed to excellence, and excited about building a meaningful career in wealth management, we'd love to hear from you.


Apply today and take the first step toward becoming a licensed financial professional.

Apply