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Wealth Associate Jobs in Florida (NOW HIRING)

M&T Bank

Wealth Investment Associate

Palm Beach, FL

$29.39 - $48.99/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

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Wealth Associate information

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$8

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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.

Registered Wealth Management Client Associate

Bank of America

Winter Park, FL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients

  • Lead end-to-end onboarding and maintenance activities for new and existing clients.

  • Provide products and services to each client, working with cross line of business partners

  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

  • Act as a key team member leading our clients' digital experience with the firm

  • Create ease of access and interaction, while protecting their privacy and security

  • Find opportunities to innovate everyday

Key Qualifications for the role:

  • Candidates are required to currently hold Series 7 & 66 or 63/65

  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

  • Product Knowledge: Foundational knowledge of investment and banking products

  • Energetic individual that is self-motivated, coachable, and flexible in thought

  • Enjoys a fast-paced environment with changing and evolving responsibility

  • Detail oriented

  • Invested in personal development

  • Consistently pursues client experience excellence

  • Works quickly to fulfill client needs delivering complex solutions

  • Frequent communication, and an abundance of discretion with sensitive information

  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

  • Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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