Investment Associate Jobs in Florida
Investment associate jobs in Florida are actively hiring across private equity, wealth management, and venture capital firms, with demand at every level from entry-level analyst support through senior deal execution roles. Miami leads as the primary hiring hub, followed by Tampa and Orlando, where firms like Blackstone, Raymond James, and Regions Bank maintain significant Florida operations. Sub-specialties seeing the most consistent demand include real estate investment, private credit, and portfolio analysis. Find a role that fits below and apply directly.
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Showing 5 of 17+ Investment Associate jobs
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 17 Investment Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Investment Associate Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Florida Employers Look For
The qualifications that appear most often in investment associate jobs across Florida.
- FINRA Series 79 or Series 63 license required or expected within first year
- Bachelor's degree in finance, economics, or accounting from an accredited institution
- Proficiency in financial modeling, DCF analysis, and Excel-based valuation tools
- One to three years of experience in investment banking, private equity, or asset management
- Strong written and verbal communication skills for investor reporting and deal presentations
- CFA Level 1 candidacy or enrollment preferred for advancement into senior analyst roles
Investment Associate Jobs in Florida: Frequently Asked Questions
How do you become a investment associate in Florida?
Most investment associates in Florida enter the field with a bachelor's degree in finance, economics, or accounting, then obtain FINRA licensing, typically the Series 63 or Series 79, through FINRA's registration process rather than a Florida state board. Florida does not issue its own investment-specific license beyond FINRA registration administered through the Office of Financial Regulation. Candidates who complete the CFA program or earn an MBA from schools like the University of Florida or the University of Miami move into associate roles faster.
Which companies hire investment associates in Florida?
Employers hiring investment associates in Florida right now include JPMorganChase, Northern Trust, and Citi, based on current listings on Migrate Mate as of November 2026. Florida's concentration of wealth management boutiques in Miami and institutional asset managers in Tampa means hiring is spread across both global firms and regional independents.
Which Florida cities have the most investment associate jobs?
Miami, Tampa, and Orlando account for the largest share of investment associate openings in Florida. Miami drives volume through its dense concentration of private equity, hedge funds, and international wealth management firms, while Tampa's Raymond James headquarters and Orlando's growing financial services sector anchor hiring in those markets.
Are there remote investment associate jobs in Florida?
Yes, but they are less common than in purely technical fields because investment associates regularly attend client meetings, deal closings, and internal reviews in person. About 20% of investment associate openings tied to Florida are remote or hybrid as of November 2026, skewing toward hybrid rather than fully remote. Research and portfolio monitoring tasks are the portions of the role most frequently performed off-site.
How can I get hired as a investment associate in Florida with little or no experience?
The most realistic entry path is through a summer analyst or rotational program at a Florida-based firm, with Raymond James in Tampa and Regions Securities in Miami offering structured programs for recent graduates. Lateral entry from commercial banking, financial planning, or accounting roles at Florida institutions is also common. Obtaining your Series 63 registration and building a financial model portfolio demonstrate readiness even before a first associate role. Community Development Financial Institutions operating in South Florida sometimes hire junior associates specifically for entry-level deal support.
Where can I find and apply to investment associate jobs in Florida?
You can find and apply to investment associate jobs in Florida on Migrate Mate, which lists current Florida openings across private equity, wealth management, and institutional investment firms. Find the roles that fit your experience and location and apply directly to each one.
See All 17 Investment Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Investment Associate Jobs