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Wealth Management Operations Jobs in Florida (NOW HIRING)

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How much do wealth management operations jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for wealth management operations in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 per hour, depending on experience, location, and employer.

What is a wealth management operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

What are the typical daily responsibilities of someone working in wealth management operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What are the key skills and qualifications needed to thrive in wealth management operations, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

How good is a career in wealth management operations?

A career in wealth management operations offers opportunities in financial services, focusing on client account management, compliance, and transaction processing. It typically requires strong organizational skills, attention to detail, and familiarity with financial software and regulations. The role can lead to advancement into senior operational or client-facing positions within the industry.

What do wealth management operations do?

Wealth management operations involve supporting the delivery of financial services by managing client accounts, processing transactions, ensuring compliance, and maintaining accurate records. Professionals in this field often work with financial advisors and use specialized software to streamline workflows and improve efficiency.

What are the most commonly searched types of Wealth Management Operations jobs in Florida?

The most popular types of Wealth Management Operations jobs in Florida are:

What are popular job titles related to Wealth Management Operations jobs in Florida?

For Wealth Management Operations jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations jobs in Florida look for?

The top searched job categories for Wealth Management Operations jobs in Florida are:

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Florida as of September 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

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

Miami, FL • On-site

Guerra Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Guerra Wealth Advisorsexternal

$45K - $65K/yr

Full-time

Medical, Retirement, PTO

Re-posted 17 days ago

Key responsibilities

  • Assist with client onboarding processes, including scheduling appointments, updating CRM, and entering account information.

  • Support the completion of AUM processes by drafting agreements, handling transfers, and assisting clients with signing applications.

  • Manage financial trackers, ensure timely data entry, and support ongoing client communication and documentation.

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.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]

Apply