Financial Advisor Jobs in Florida
Financial Advisor jobs in Florida are among the most active in the country, driven by the state's large retiree population, growing wealth management sector, and concentration of private banking and insurance clients, with openings at every level from associate advisor through senior portfolio manager. Miami, Tampa, and Orlando lead hiring, anchored by firms like Raymond James, Morgan Stanley, and Edward Jones, all of which maintain significant Florida operations. The most in-demand specialties are retirement planning, fee-based wealth management, and insurance-linked financial planning. Find a role that fits below and apply directly.
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At Northbridge University, we are looking for a Financial Aid Advisor I!
Financial Aid Advisor I provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable regulations, with timely service and the highest quality in coordination with other departments to ensure that the institutional development goals are met.
Minimum Requirements:
- Completed high school diploma or higher.
- At least 2 years of experience directly related to the duties and responsibilities specified.
- Ability to work extended hours (which will include evenings and weekends), in order to meet business objectives.
Essential Duties and Responsibilities:
- Responsible to comply with all policies, procedures, programs and services of the Financial Aid Department to ensure compliance.
- Maintains adequate communication and collaboration with the academic area, other service offices and Supervisor in order to contribute to student retention, Institution goals and prevent delays that can affect the daily operation.
- Provides student with a high-level service experience.
- Properly manage our student system and authorized federal government systems (NSLDS, COD and FPP).
- Complies with the Document Retention policy and disposal of documents. In addition, to perform a proper filing process.
- Collaborates in maintaining student records with all the required documents duly completed and preserved.
- Responsibles for receiving documents and/or evidence submitted by the students, as required by federal, state and institutional regulations.
- Provides orientation and assistance to students and/ or prospects related to financial aid services, administrated funds, their eligibility criteria and the application process.
- Supports and follows up on students and/ or prospects regarding the process of completing their Free Application for Federal Student Aid (FAFSA) via the FAA Access to CPS Online and submitting any required document.
- Responsible in provided students and or prospects official communications and documents such as but not limited to: Welcome Letter, Orientation Document, Consent to receive electronic communications, Student Guide, Student authorization; among others.
- Responsible for reviewing and documenting the student's financial history to identify possible aspects that limit the student's eligibility such as; default loans; maximum use of Federal Pell Grant (LEU); among others and guide students accordingly.
- Responsible to conduct evaluation to determine student eligibility and assign financial assistance to which they are entitled in accordance with applicable regulations.
- Collaborates with the designated institutional staff in the evaluation and resolution, if applicable, of disbursement eligibility exceptions and/ or adjustments so that students can receive their financial aid on time.
- Discusses payment plan options to cover any uncovered balance.
- Guides the student to create the payment plan with Tuition Options.
- Increases or Decreases student payment plan as needed
- Escalates any adjustments needed from the evaluation of student ledger card.
- Notifies and channel in the event of irregularities found within the Financial Aid Department.
- Performs any additional task required by supervisor related to the job.
Why Join Northbridge University?
At Northbridge University, you become part of a community devoted to academic excellence, innovation, and human development. Every employee, from faculty to administrative staff, plays a key role in advancing the growth of our students while enhancing their own professional journey. We foster a culture of teamwork, respect, and ongoing learning, where innovative ideas are welcomed and talent is supported. Our employees enjoy professional growth opportunities, career stability, and the satisfaction of contributing to an organization that changes lives through education.
At Northbridge University, you’re not just building a career, you’re creating a meaningful purpose.
For additional information on who we are – https://northbridge.edu/en/who-we-are
Northbridge University is an Equal Opportunity/Affirmative Action Employer and does not discriminate based on race, color, religion, gender, age, national origin, disability, Protected Veteran status, sexual orientation, or any other characteristic protected by federal, state, or local law.
The selected applicant will undergo a background check and educational verification.
See All 134+ Financial Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Financial Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- Bank of America19

- First Command Financial Services13

- Northwestern Mutual11

- PNC Financial Services7

- Corebridge5
Top Industries Hiring
- Banking & Financial Services26
- Investment & Asset Management13
- Insurance6
What Florida Employers Look For
The qualifications that appear most often in financial advisor jobs across Florida.
- Active FINRA Series 65 or Series 66 registration recognized in Florida
- Bachelor's degree in finance, economics, business, or a related field
- CFP designation or active progress toward Certified Financial Planner certification
- Florida 2-15 or 2-14 life and health insurance license for advisory roles with insurance products
- Proven ability to build and manage a client book through prospecting or referrals
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Financial Advisor Jobs in Florida: Frequently Asked Questions
How do you become a financial advisor in Florida?
You typically need a bachelor's degree followed by passing FINRA licensing exams, most commonly the Series 65 for investment adviser representatives or the Series 7 combined with a Series 66 for broker-dealer roles. Florida does not issue its own state investment adviser exam, but the Florida Office of Financial Regulation oversees registration for investment advisers operating in the state. Many Florida employers also require a Florida life and health insurance license for roles that include insurance-linked planning products.
Which companies hire financial advisors in Florida?
Employers hiring financial advisors in Florida right now include Bank of America, First Command Financial Services, and Northwestern Mutual, based on current listings on Migrate Mate as of November 2026. Florida's large retirement-age population and concentration of high-net-worth clients means firms with wealth management and retirement planning practices tend to post the most consistently across the state.
Which Florida cities have the most financial advisor jobs?
Orlando, Jacksonville, and Fort Lauderdale account for the greatest concentration of financial advisor openings in Florida. Miami's private banking and international wealth management sector drives volume in South Florida, while Tampa is home to Raymond James headquarters and a dense cluster of regional firms, and Orlando's fast-growing professional population supports both independent practices and large wirehouse branches.
Are there remote financial advisor jobs in Florida?
Yes, but they are less common than in purely analytical roles because client relationship management typically requires in-person meetings, particularly for high-net-worth and retirement planning clients. About 27% of financial advisor openings tied to Florida are remote or hybrid as of November 2026, with most remote availability concentrated in financial planning support, paraplanner, and back-office advisory roles rather than client-facing positions.
How can I get hired as a financial advisor in Florida with little or no experience?
The most realistic entry path is through a financial advisor associate or paraplanner role, which large Florida firms like Raymond James and Edward Jones post specifically for candidates building toward full advisor status. Many firms run structured development programs that pair new associates with senior advisors while they complete their Series 65 or CFP coursework. Candidates coming from adjacent roles in banking, insurance, or tax preparation are commonly recruited, and holding a Florida 2-15 life and health insurance license before applying gives an immediate edge.
Where can I find and apply to financial advisor jobs in Florida?
You can find and apply to financial advisor jobs in Florida on Migrate Mate, which lists current openings from Florida employers. Search the listings, find roles that match your experience and preferred location, and apply directly to the ones that fit.
See All 134+ Financial Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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