Wealth Management Associate Visa Sponsorship Jobs in Florida
Florida's wealth management sector is concentrated in Miami, Tampa, and Palm Beach, where firms like Raymond James, Morgan Stanley, and Wells Fargo actively hire associates. The state's large retiree population and growing international client base create steady demand, and several of these employers have established records of H-1B visa and TN visa sponsorship for qualified candidates.
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Get Access To All JobsJob Description Summary
The Client Relationship Manager & Associate Wealth Advisor is an apprentice-style role designed for an ambitious wealth management professional who wants to build a long-term career as a trusted advisor. This individual will work closely with senior advisors while also maintaining relationships with existing clients and managing various aspects of the client experience independently.
The ideal candidate is fully licensed, possesses a strong work ethic, understands retirement plan and 401(k) business, follows a disciplined planning process, and demonstrates a genuine commitment to continuous learning and professional development.
This position offers a unique opportunity to receive mentorship from experienced advisors while developing the skills necessary to manage client relationships, contribute to business growth, and eventually take on greater advisory responsibilities.
Key Responsibilities:
Client Relationship Management
- Serve as a primary point of contact for assigned client relationships.
- Build trust-based relationships through proactive communication and exceptional service.
- Conduct client review meetings and assist in preparing financial planning recommendations.
- Address client questions regarding investments, retirement plans, and account-related matters.
- Coordinate ongoing service activities to ensure a seamless client experience.
Advisory & Financial Planning Support
- Assist senior advisors with financial planning, investment reviews, and retirement planning strategies.
- Participate in client meetings and progressively assume greater responsibility for relationship management.
- Help implement and monitor client financial plans and investment strategies.
- Support portfolio reviews and ensure recommendations align with each client's objectives and risk tolerance.
- Follow and execute the firm's prudent planning and advisory process.
Retirement Plan & 401(k) Consulting
- Support the firm's retirement plan sponsor and 401(k) relationships.
- Assist with participant education, plan reviews, and service initiatives.
- Maintain knowledge of retirement plan industry trends, regulations, and best practices.
Business Development & Growth
- Identify opportunities to deepen existing client relationships.
- Participate in networking and referral development activities.
- Contribute to initiatives that support the continued growth of the practice.
Qualifications
Required
- FINRA SIE, Series 7, and Series 66 licenses; willingness to obtain Series 24.
- Wealth management, financial advisory, client relationship management, or retirement plan experience.
- Working knowledge of 401(k) and retirement plan business.
- Strong interpersonal and communication skills.
- Ability to manage client relationships with professionalism and independence.
- Exceptional organizational skills and attention to detail.
- Demonstrated initiative and strong work ethic.
Preferred
- Retirement plan consulting experience.
- Exposure to financial planning software and CRM systems.
- Progress toward advanced industry designations or certifications.
- Interest in leadership and supervisory responsibilities.
Workstyle: Onsite; Hybrid options available
Travel: None required
Benefits: 401k + Match, PTO + Market holidays
Jason Claycomb and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
The Client Relationship Manager & Associate Wealth Advisor is an apprentice-style role designed for an ambitious wealth management professional who wants to build a long-term career as a trusted advisor. This individual will work closely with senior advisors while also maintaining relationships with existing clients and managing various aspects of the client experience independently.
The ideal candidate is fully licensed, possesses a strong work ethic, understands retirement plan and 401(k) business, follows a disciplined planning process, and demonstrates a genuine commitment to continuous learning and professional development.
This position offers a unique opportunity to receive mentorship from experienced advisors while developing the skills necessary to manage client relationships, contribute to business growth, and eventually take on greater advisory responsibilities.
Key Responsibilities:
Client Relationship Management
- Serve as a primary point of contact for assigned client relationships.
- Build trust-based relationships through proactive communication and exceptional service.
- Conduct client review meetings and assist in preparing financial planning recommendations.
- Address client questions regarding investments, retirement plans, and account-related matters.
- Coordinate ongoing service activities to ensure a seamless client experience.
Advisory & Financial Planning Support
- Assist senior advisors with financial planning, investment reviews, and retirement planning strategies.
- Participate in client meetings and progressively assume greater responsibility for relationship management.
- Help implement and monitor client financial plans and investment strategies.
- Support portfolio reviews and ensure recommendations align with each client's objectives and risk tolerance.
- Follow and execute the firm's prudent planning and advisory process.
Retirement Plan & 401(k) Consulting
- Support the firm's retirement plan sponsor and 401(k) relationships.
- Assist with participant education, plan reviews, and service initiatives.
- Maintain knowledge of retirement plan industry trends, regulations, and best practices.
Business Development & Growth
- Identify opportunities to deepen existing client relationships.
- Participate in networking and referral development activities.
- Contribute to initiatives that support the continued growth of the practice.
Qualifications
Required
- FINRA SIE, Series 7, and Series 66 licenses; willingness to obtain Series 24.
- Wealth management, financial advisory, client relationship management, or retirement plan experience.
- Working knowledge of 401(k) and retirement plan business.
- Strong interpersonal and communication skills.
- Ability to manage client relationships with professionalism and independence.
- Exceptional organizational skills and attention to detail.
- Demonstrated initiative and strong work ethic.
Preferred
- Retirement plan consulting experience.
- Exposure to financial planning software and CRM systems.
- Progress toward advanced industry designations or certifications.
- Interest in leadership and supervisory responsibilities.
Workstyle: Onsite; Hybrid options available
Travel: None required
Benefits: 401k + Match, PTO + Market holidays
Jason Claycomb and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Wealth Management Associate Job Roles in Florida
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Search Wealth Management Associate Jobs in FloridaWealth Management Associate Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for wealth management associates in Florida?
Raymond James, headquartered in St. Petersburg, is one of the most active sponsors in Florida's wealth management space. Morgan Stanley, Wells Fargo Advisors, and UBS also have significant Florida footprints and have filed H-1B petitions for associate-level roles. Larger regional banks and independent RIAs with international client bases tend to be more open to sponsorship than smaller boutique firms.
Which visa types are most common for wealth management associate roles in Florida?
The H-1B is the most common visa category for wealth management associates in Florida, as the role typically requires a bachelor's degree in finance, economics, or a related field, meeting the specialty occupation standard. Candidates from Canada and Mexico may qualify for TN visa status under the USMCA. Australian citizens can explore the E-3 visa. F-1 OPT holders are sometimes hired before transitioning to H-1B sponsorship.
Which cities in Florida have the most wealth management associate sponsorship jobs?
Miami leads the state for wealth management associate positions, driven by its concentration of international private banking clients and Latin American wealth. Tampa and St. Petersburg are strong second markets, largely because of Raymond James' headquarters presence there. Palm Beach and Boca Raton also have active hiring due to their high-net-worth retiree populations. Orlando sees smaller but growing demand from expanding regional advisory practices.
How to find wealth management associate visa sponsorship jobs in Florida?
Migrate Mate is built specifically for international job seekers and filters wealth management associate roles in Florida by visa sponsorship willingness, saving significant time compared to general job searches. On Migrate Mate, you can narrow results by state, role, and visa type to surface employers in Miami, Tampa, and Palm Beach who have a documented history of sponsoring foreign workers for associate-level finance positions.
Are there state-specific or role-specific factors to know about wealth management associate hiring in Florida?
Florida's lack of a state income tax is a draw for both employers and high-net-worth clients, which supports steady growth in the advisory sector. Many Florida wealth management firms serve international and Latin American clients, so fluency in Spanish or Portuguese can strengthen a candidacy. Candidates should also be aware that FINRA licenses like the Series 7 and Series 66 are typically required and must be obtained regardless of visa status.
What is the prevailing wage for sponsored wealth management associate jobs in Florida?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.