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Wealth Management Associate Jobs in Miami, FL (NOW HIRING)

AllianceBernstein

Private Wealth Associate

Miami, FL

$15 - $20/hr

Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry ...

Amerant Bank

Wealth Management Advisor

Miami, FL · On-site

Wealth Management Advisor / IC Responsible for developing, managing and retaining a book of ... With support from Client Associates, WA-IC periodically review account and customer files as per ...

AllianceBernstein

Private Wealth Associate

Miami, FL

$15 - $20/hr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

Amerantbank

Wealth Management Advisor

Miami, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... With support from Client Associates, WA-IC periodically review account and customer files as per ...

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How much do wealth management associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for wealth management associate in Miami, FL is $18.13, according to ZipRecruiter salary data. Most workers in this role earn between $13.61 and $18.85 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

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 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.
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What cities near Miami, FL are hiring for Wealth Management Associate jobs? Cities near Miami, FL with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you

Wealth Management Associate ($55,000 - $70,000)

Guerra Wealth Advisors

Miami, FL • On-site

$45K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 20 hours ago

Job description

Meet Guerra Wealth Advisors
At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch.
We don't just advise - we educate, empower, and guide families toward financial confidence. Our New Business team ensures a seamless client experience from the first point of contact, and that's where you come in.
If you're detail-oriented, organized, and thrive in a fast-paced financial environment, the Wealth Management Associate role is your opportunity to make a meaningful impact on both clients and the firm.Role:
The Wealth Management Associate supports the New Business team by ensuring every client's onboarding process is smooth, accurate, and professional. You will assist with CRM management, financial application tracking, client appointments, and assets under management (AUM) processes.
This role is ideal for someone with strong attention to detail, excellent organizational skills, and a passion for client service, looking to grow within a boutique yet resource-backed wealth management firm.Responsibilities:
  • Assist with New Business appointments involving Financial Planners, Insurance Specialists, Third Party Managers, and Annuity Processing Managers.
  • Update CRM statuses, tier groups, meeting outcomes, and advisor instructions.
  • Enter new account information, notes, and documentation into CRM and financial trackers.
  • Schedule and confirm client appointments via phone and text.
  • Greet clients and ensure a professional experience during meetings with advisors.
  • Complete audit calls for client accounts as needed.
  • Manage all financial trackers and ensure timely input of client information.
  • Complete the AUM process for new applications, including drafting agreements, handling Transfers of Assets (TOA), Standard Payment Instructions (SPI), and Add Advisor forms.
  • Assist clients with signing AUM applications and ensure accuracy.
  • Open accounts, complete allocations, rollovers, and transfers.
  • Send meeting recaps to clients.
  • Provide, assist, and review all necessary documentation with clients.
  • Always put the client's best interest first.
  • Stay informed on industry regulations, compliance, and tax law changes.
  • Support ongoing New Business projects as assigned.
  • Pursue ongoing education to enhance financial knowledge.
Requirements:
  • 1+ years of experience in wealth management, financial services, or related roles.
  • Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts.
  • Bilingual in English and Spanish preferred (verbal and written).
  • Exceptional attention to detail and data accuracy.
  • Excellent interpersonal skills with the ability to build rapport and trust with clients.
  • Self-motivated, proactive, and eager to learn and grow.
  • Tech-savvy, with proficiency in CRM systems and financial tracking tools.
  • Proficiency in data entry with high accuracy.
What We Are Expecting:
  • Smooth and accurate onboarding experience that reflects Guerra's client-first values.
  • Accurate, timely, and thorough CRM and financial tracker updates.
  • Consistent support to the New Business team in meeting operational and client experience goals.
  • Active contribution to firm growth and smooth client transitions.
  • Collaboration with advisors and New Business team to ensure follow-through on all actions.
Schedule:
  • Full-time, role based in Miami, FL.
  • Standard weekday schedule with flexibility for client appointments as needed.
Compensation:
$45,000-$65,000 Annually (Base Salary + Performance Incentives)
Competitive salary with opportunities for growth, performance bonuses, and skill development.Benefits:
  • Base salary plus uncapped commission structure and performance incentives
  • Referral bonuses for business development
  • 401(k) with company match
  • Health insurance reimbursement program
  • 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
  • Sponsored industry training and conference attendance
  • Access to personal financial planning services
  • Bonus compensation for certifications and licenses (Guerra Growth Lab)
  • Career advancement within a growing, established firm
  • Supportive, team-oriented culture built on continuous learning and accountability
Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily.
  • Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
  • Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it.
  • All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability.
  • Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
  • Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching.

If you're ready to join a team that values precision, professionalism, and client-first service - and want to grow your career in wealth management - this is your opportunity.
Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors.

Apply