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Wealth Advisor Associate Jobs in Florida (NOW HIRING)

Regions Financial Corporation

$135K - $192K/yr

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 ...

Partners Federal Credit Union

Wealth Advisor

Orlando, FL · On-site

$46K - $69K/yr

Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client ...

Partners Federal Credit Union

Wealth Advisor

Orlando, FL · On-site

$46K - $69K/yr

Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client ...

Morgan Stanley

Client Service Associate

Jacksonville, FL · On-site

$13.50 - $18.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

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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.

Private Wealth Management Wealth Advisor

Regions Financial Corporation

On-site

$135K - $192K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 160 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
  • Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
  • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
  • Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
  • Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
  • Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
  • Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
  • Acts as a resource to associates with less experience

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
  • Bachelor's degree in business, finance, economics, accounting or related field
  • Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related

Skills and Competencies
  • Ability to independently manage the largest client relationships
  • Advanced relationship management, business development and presentation skills
  • Advanced sales, negotiation, problem solving, and interpersonal skills
  • Anticipates client needs and is proactively provides solutions
  • Excellent verbal and written communication skills
  • Possess effective and proven sales experience
  • Strong initiative to be proactive and follow through on client requests

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$135,147.71 USD
Median:
$192,370.50 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Ponce De Leon
Location:
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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