Wealth Management Advisor Jobs in Florida
Wealth Management Advisor jobs in Florida are among the most active in the country, concentrated in private banking, independent broker-dealers, and wealth planning for high-net-worth clients across one of the nation's largest retirement and investor populations. Miami, Tampa, and Orlando anchor the market, where firms like Raymond James, Merrill Lynch, and Wells Fargo Advisors maintain deep hiring pipelines across all seniority levels from associate advisor through senior wealth manager. The most in-demand specialties are retirement income planning, estate and trust services, and portfolio management for affluent and ultra-high-net-worth clients. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 53+ Wealth Management Advisor jobs
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 53 Wealth Management Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- PNC Financial Services8
- Citi5
- Beacon Pointe Advisors3
- Truist2
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management9
- Technology & Software3
- Construction & Real Estate2
What Florida Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Florida.
- Active FINRA Series 7 and Series 66 registrations, maintained in good standing
- CFP designation or active progress toward Certified Financial Planner certification preferred
- Bachelor's degree in finance, economics, business, or a closely related field required
- Minimum two to five years of client-facing financial planning or investment advisory experience
- Proven ability to build and manage a book of business with high-net-worth clients
- Familiarity with Florida fiduciary standards and suitability requirements for investment recommendations
Wealth Management Advisor Jobs in Florida: Frequently Asked Questions
How do you become a wealth management advisor in Florida?
You become a wealth management advisor in Florida by first completing a bachelor's degree in finance, economics, or business, then passing FINRA's Series 7 and Series 66 exams, which are required for investment advisory work in the state. Florida does not issue a separate state license for investment advisers registered through FINRA, but advisers managing their own registered investment advisory firm must register with the Florida Office of Financial Regulation. Earning the CFP designation significantly strengthens candidacy at most Florida firms.
How much do wealth management advisors make in Florida?
Wealth management 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 management advisors in Florida?
Employers hiring wealth management advisors in Florida right now include JPMorganChase, PNC Financial Services, and Citi, based on current listings on Migrate Mate as of August 2026. Florida's concentration of retirees, independent wealth, and international private banking clients makes it one of the most consistently active hiring markets for this role in the country.
Which Florida cities have the most wealth management advisor jobs?
The cities with the most wealth management advisor openings in Florida are Miami, Tampa, and Boca Raton. Miami leads because of its dense concentration of private banking, international wealth management, and family office activity, while Tampa is home to Raymond James Financial's global headquarters and a wide network of independent broker-dealers, and Orlando draws demand from a growing professional and retiree population served by regional and national advisory firms alike.
Are there remote wealth management advisor jobs in Florida?
Yes, but they're rare. About 25% of wealth management advisor openings tied to Florida are remote or hybrid as of August 2026, reflecting the relationship-driven nature of the role where most firms expect regular in-person client contact. The portions of the work most often done remotely are financial plan preparation, portfolio analysis, and client reporting rather than prospecting or advisory meetings.
How can I get hired as a wealth management advisor in Florida with little or no experience?
The most realistic entry path is through a client associate or financial advisor trainee role at a large Florida-based firm. Raymond James, Merrill Lynch, and Wells Fargo Advisors all run structured new-advisor development programs in Florida that pair trainees with senior advisors while they complete their Series 7 and Series 66 exams. Adjacent roles like bank teller, financial services representative, or insurance agent at Florida credit unions and regional banks also provide a direct route into the advisory track for candidates who pass their licensing exams early.
Where can I find and apply to wealth management advisor jobs in Florida?
You can find and apply to wealth management advisor jobs in Florida on Migrate Mate, which lists current Florida openings across the state's major markets. Find roles that fit your experience and credentials below and apply directly to the employers posting them.
See All 53 Wealth Management Advisor Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Jobs