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Wealth Associate Jobs in Florida (NOW HIRING)

AllianceBernstein

Private Wealth Associate

Miami, FL · On-site

$15 - $20/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 ...

Citigroup Inc

Wealth Service Associate

Jacksonville, FL · On-site

$49K - $68K/yr

Wealth Service Associate The Wealth Associate role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily through inbound ...

Truist

Wealth Advisor III

Pensacola, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III

Pensacola, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Orlando

Orlando, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Miami

Miami, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Miami

Miami, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Orlando

Orlando, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Tampa / Naples

Tampa, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Tampa / Naples

Tampa, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

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 ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for 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 does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Florida? The most popular types of Wealth jobs in Florida are:
What cities in Florida are hiring for Wealth Associate jobs? Cities in Florida with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% 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 5 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.