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Wealth Management Jobs in Florida (NOW HIRING)

Bank of America

Wealth Management Specialist

Naples, FL · On-site

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 ...

Bank of America

Wealth Management Specialist

Naples, FL · On-site

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 ...

Regions Financial Corporation

$135K - $192K/yr

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased ...

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$56K

$73K

$87.4K

How much do wealth management jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth management in Florida is $73,030.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $81,500.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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

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

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

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

What cities in Florida are hiring for Wealth Management jobs?

Cities in Florida with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $73,030 per year, or $35.1 per hour.

Wealth Advisor, Managing Director

BakerAvenue Wealth Management

Naples, FL

$500/wk

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.


The Role:

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.


The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.


This is a fully remote based out of Florida.


Responsibilities:

  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients' risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Co-manage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:

  • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
  • Demonstrated business development track record
  • CFP required. Other credentials a plus
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
  • Strong abilities to multi-task, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and high-net worth clients

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance - $75 monthly
  • Bereavement leave - 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave - up to 100% of salary for 12 weeks
  • Donation match - up to $500 annually
  • Birthday PTO
  • Learning and Development stipend - up to $1000 annually
  • Volunteer PTO - 1 day per quarter
  • Monthly cell phone allowance - $75 monthly


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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