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Wealth Advisor Associate Jobs in Florida (NOW HIRING)

Bessemer Trust Inc.

Associate Wealth Advisor

Naples, FL · On-site

The Associate Wealth Advisor will be critical to efforts to convert prospective clients into clients and in achieving assigned, annual new business development goals. Responsibilities * Partner with ...

Waverly Advisors, LLC

Wealth Advisor

Pensacola, FL · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Waverly Advisors, LLC

Wealth Advisor

Pensacola, FL · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Florida

Wealth Advisor Associate information

See Florida salary details

$28.8K

$50.2K

$84.1K

How much do wealth advisor associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth advisor associate in Florida is $50,186.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $61,700.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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

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

What are popular job titles related to Wealth Advisor Associate jobs in Florida?

For Wealth Advisor Associate jobs in Florida, the most frequently searched job titles are:

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

The top searched job categories for Wealth Advisor Associate jobs in Florida are:

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

Cities in Florida with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor 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 $50,186 per year, or $24.1 per hour.

Wealth Advisor Associate Intern

Mission Wealth Management LP

Hallandale, FL • On-site

$20/hr

Other

Posted yesterday

New

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!

As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Wealth Advisor Associate Intern:

  • Work with a high-performing & growth-oriented team of advisors
  • Provide technical financial support to the advisor team
  • Contribute to research projects
  • Create client presentation materials
  • Be exposed to ongoing client service, sales presentations, and new client onboarding
  • Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions

What You Bring as Wealth Advisor Associate Intern:

  • Self-starter with a proactive approach to asking questions and problem-solving
  • Basic knowledge base across investments, economics, accounting, and financial planning
  • A desire to learn more about the wealth management industry
  • Excellent attention to detail, multi-tasking, and time management skills
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
  • Outstanding ability to communicate, present, and influence your team

Duration & Commitment

  • Throughout Senior year
  • The program is designed to provide a pathway to a full-time position after graduation for high-performing interns.

Academic Requirements

  • We are seeking current Seniors graduating in the Spring of 2027

Work Environment

  • This is an in-office internship.
  • We believe working on-site provides the best environment for learning, collaboration, and immersion in our culture.

Schedule

  • Interns typically work 15–29 hours per week.


Job Type: Part-time, hourly, non-exempt

Location: This position is based out of our office in Hallandale Beach. This is an in-office position.

Salary: $20/hour

Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects too!