Wealth Management Associate Jobs in Florida
Wealth Management Associate jobs in Florida are consistently active, with strong demand from private banks, independent advisory firms, brokerage houses, and family offices serving the state's large and growing high-net-worth population, at levels from entry-level client service roles through senior associate positions. Miami, Tampa, and Orlando are the primary hiring centers, with established employers like Raymond James, Northern Trust, and Morgan Stanley maintaining significant Florida operations. The most in-demand specialties are portfolio administration, retirement planning support, and client relationship management. Find a role that fits below and apply directly.
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Showing 5 of 72+ Wealth Management Associate jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Bilingual English and Spanish speaking
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Bilingual English and Spanish speaking
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 72 Wealth Management Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Wealth Management Associate Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase22
- Bank of America10
- PNC Financial Services8
- Goldman Sachs6
- U.S. Bank3
Top Industries Hiring
- Banking & Financial Services
- Insurance
What Florida Employers Look For
The qualifications that appear most often in wealth management associate jobs across Florida.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field required
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
- One or more years of client-facing experience in financial services, banking, or wealth management
- Strong understanding of investment products including equities, fixed income, and managed accounts
- CFP candidacy or enrollment in a professional development program is preferred by many Florida firms
Wealth Management Associate Jobs in Florida: Frequently Asked Questions
How do you become a wealth management associate in Florida?
Start with a bachelor's degree in finance, business, economics, or accounting, then obtain your FINRA Series 7 license, which requires employer sponsorship, followed by your Series 66 to satisfy Florida's investment adviser registration requirements regulated through the Florida Office of Financial Regulation. Many Florida employers also value a CFP designation or progress toward it. Large firms in Miami and Tampa typically sponsor new hires through the licensing process as part of an onboarding program.
How much do wealth management associates make in Florida?
Wealth management associates 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 associates in Florida?
Employers hiring wealth management associates in Florida right now include JPMorganChase, Bank of America, and PNC Financial Services, based on current listings on Migrate Mate as of November 2026. Florida's large retirement-age population and concentration of high-net-worth residents make it one of the more active states for wealth management hiring year-round.
Which Florida cities have the most wealth management associate jobs?
Boca Raton, Orlando, and Miami have the most wealth management associate openings in Florida. Miami leads due to its concentration of private banks, international family offices, and wealth management boutiques serving Latin American clients, while Tampa is anchored by Raymond James headquarters and a deep financial services sector, and Orlando draws hiring from regional advisory firms and growing suburban wealth markets.
Are there remote wealth management associate jobs in Florida?
Yes, but they're less common than in purely analytical roles, since client relationship work often requires in-person meetings. About 33% of wealth management associate openings tied to Florida are remote or hybrid as of November 2026, with hybrid arrangements more common than fully remote. Portfolio administration, financial planning support, and back-office associate functions are the sub-roles most likely to allow remote work.
How can I get hired as a wealth management associate in Florida with little or no experience?
The most realistic entry path is joining a large Florida firm's financial advisor trainee or associate development program, like those run by Raymond James or Merrill Lynch in Tampa and Miami, which are specifically designed for candidates without prior wealth management experience. A Series 7 license obtained independently, even before employment, gives candidates a concrete edge. Adjacent roles such as bank teller, client service associate, or financial analyst at a Florida credit union or regional bank are common stepping stones that Florida hiring managers recognize.
Where can I find and apply to wealth management associate jobs in Florida?
You can find and apply to wealth management associate jobs in Florida on Migrate Mate, which lists current Florida openings across Miami, Tampa, Orlando, and other markets statewide. Find the roles that fit your experience and credentials and apply directly to each one.
See All 72 Wealth Management Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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