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Wealth Management Associate Jobs in Florida (NOW HIRING)

Leeds Professional Resources

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Bilingual Wealth Management Associate

Miami, FL · On-site

$80K - $85K/yr

Position Summary A Miami-based financial services firm is seeking a bilingual Wealth Management Associate to provide dedicated operational and sales support to an assigned financial advisor or team ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

JOB SUMMARY: The Wealth Management Assistant is responsible for supporting a Wealth Advisor and ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

JOB SUMMARY: The Wealth Management Assistant is responsible for supporting a Wealth Advisor and ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

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How much do wealth management associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Florida? The most popular types of Wealth Management jobs in Florida are:
What cities in Florida are hiring for Wealth Management Associate jobs? Cities in Florida with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $30,883 per year, or $14.8 per hour.

Bilingual Wealth Management Associate

Leeds Professional Resources

Miami, FL • On-site

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 7 days ago

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Job description

Position Summary

A Miami-based financial services firm is seeking a bilingual Wealth Management Associate to provide dedicated operational and sales support to an assigned financial advisor or team of financial advisors. This position works directly with advisors, clients, and internal departments to facilitate account activity and resolve service and operational matters.


Responsibilities

  • Review account-opening documentation for compliance with regulatory guidelines.
  • Provide product and sales information to existing and prospective clients.
  • Process fund distributions and asset movements.
  • Work with internal departments and clients to resolve service and operational matters.
  • Provide information regarding internal procedures.
  • Prepare ad hoc reports.
  • Provide additional operational and sales support as needed.


Qualifications

  • Bachelor’s degree in Business Administration, Finance, or a related field required.
  • Minimum of three years of related experience.
  • Fluency in English and Spanish required.
  • Knowledge and understanding of brokerage systems or applications.
  • Strong client-service and problem-solving skills.
  • Strong attention to detail and accuracy.
  • Strong organizational, multitasking, and prioritization skills.
  • Professional verbal, written, and interpersonal communication skills.
  • Ability to perform effectively under pressure.


Build your wealth management career in a high-touch, hybrid role supporting advisors and clients. Submit your resume to explore the opportunity.