Wealth Advisor Jobs in Florida
Wealth Advisor jobs in Florida are among the most active in the country, concentrated in private banking, retirement planning, and high-net-worth portfolio management, with openings at every level from junior associate through senior advisor. Miami, Tampa, and Orlando drive the bulk of hiring, anchored by established firms such as Raymond James, Morgan Stanley, and Wells Fargo Advisors, all of which maintain significant Florida footprints. The most consistent demand is for advisors specializing in estate planning, tax-efficient investing, and retirement income strategies, reflecting Florida's large and growing retiree population. Find a role that fits below and apply directly.
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Showing 5 of 69+ Wealth Advisor jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Ability to partner with colleagues to identify and service unique clients' needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation such as CFA or CFP is preferred
Location
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $152,370.00 - 186,230.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Ability to partner with colleagues to identify and service unique clients' needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation such as CFA or CFP is preferred
Location
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $152,370.00 - 186,230.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 69 Wealth Advisor Jobs in Florida
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Find Wealth Advisor JobsWealth Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Wealth Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase15
- PNC Financial Services8
- Bank of America4
- Goldman Sachs3
- GRX Holdings3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Florida Employers Look For
The qualifications that appear most often in wealth advisor jobs across Florida.
- Active FINRA Series 65 or Series 66 registration required for Florida client-facing advisory work
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation preferred or active pursuit of certification strongly encouraged
- Proven ability to build and manage a client book within a defined territory
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar tools
- Strong knowledge of Florida-specific estate planning considerations and retirement income strategies
Wealth Advisor Jobs in Florida: Frequently Asked Questions
How do you become a wealth advisor in Florida?
You become a wealth advisor in Florida by earning a bachelor's degree in finance, economics, or business, then passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 and Series 66 combination for broker-dealer roles. Florida does not issue its own separate advisory license, but you must register with the Florida Office of Financial Regulation if you work for a state-registered firm. Many Florida employers also expect candidates to be pursuing or to have already earned the CFP designation.
How much do wealth advisors make in Florida?
Wealth advisors in Florida earn a median of about $100,970 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,950 for the lowest 10% to over $395,370 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Florida?
Employers hiring wealth advisors in Florida right now include JPMorganChase, PNC Financial Services, and Bank of America, based on current listings on Migrate Mate as of November 2026. Florida's concentration of retirees and high-net-worth residents means that both large national wirehouses and independent registered investment advisors maintain active hiring pipelines in the state year-round.
Which Florida cities have the most wealth advisor jobs?
Tampa, Sarasota, and Fort Lauderdale have the most wealth advisor openings in Florida. Miami dominates because of its dense concentration of international wealth management clients and private banking headquarters, while Tampa is driven by Raymond James and a growing cluster of independent advisory firms, and Orlando's expanding professional population supports steady demand from regional and national firms that maintain offices there.
Are there remote wealth advisor jobs in Florida?
Yes, but they're less common than in purely analytical fields, since wealth advising relies heavily on client relationships that most firms prefer to conduct in person. About 43% of wealth advisor openings tied to Florida are remote or hybrid as of November 2026, with fully remote roles more likely at the planning and paraplanning level than in front-line client-facing advisory positions.
How can I get hired as a wealth advisor in Florida with little or no experience?
The most realistic entry path is applying for a financial advisor associate or paraplanner role at a large Florida firm such as Raymond James or a regional RIA, which regularly run structured development programs for candidates without a client book. Lateral moves from banking relationship manager or insurance agent roles are common and viewed favorably. Completing the Series 65 exam before applying and beginning the CFP coursework gives a candidate a measurable edge in Florida's competitive entry-level market.
Where can I find and apply to wealth advisor jobs in Florida?
You can find and apply to wealth advisor jobs in Florida on Migrate Mate, which lists current Florida openings from employers hiring now. Find roles that fit your experience and location and apply directly through each listing.
See All 69 Wealth Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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