ZipRecruiter

Log In

1

Wealth Management Client Associate Jobs in Miami, FL

UBS

Registered Client Associate

Coral Gables, FL · On-site

Key responsibilities We're looking for a Registered Client Service Associate to: • Conduct order ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

Leeds Professional Resources

Be Seen First

Registered Client Service Associate

Miami, FL · On-site

$90K - $110K/yr

We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;

New

previous page

Showing results 41-60

All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Miami, FL

Wealth Management Client Associate information

See Miami, FL salary details

$9

$21

$39

How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Miami, FL is $21.43, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $23.89 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Miami, FL are hiring for Wealth Management Client Associate jobs?

Cities near Miami, FL with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Miami, FL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $44,568 per year, or $21.4 per hour.

Wealth Advisor, Ultra High Net Worth

Farther

Miami, FL • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago

Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.
This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.
Your Impact
  • Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
  • Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
  • Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
  • Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
  • Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
  • Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match
  • 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
  • Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
  • Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
  • Series 65 or equivalent registration with clean U4
  • Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points
  • Experience managing client relationships with $50M+ in AUM per household
  • Background working with tech founders, executives, or entrepreneurial wealth
  • Experience with family governance, next-generation education, or philanthropic strategy
  • Track record of exceptional client retention and satisfaction
  • CFP Certification or additional credentials (CFA, CPA, JD, ChFC)

Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

View All Farther Jobs

Apply