Associate Financial Advisor

Miami, FL
Full Time

or

Associate Financial Advisor

Location: In-Person at AllTides Wealth Group in Miami, Florida

Compensation: $65,000–$75,000 (based on experience)

AllTides Wealth Group – a Forbes Best-in-State Wealth Advisors three years in a row – is hiring an Associate Financial Advisor to join our practice.

Are you looking to grow your career in financial advising with a firm that values integrity, initiative, and continuous growth? This is a hands-on, in-person position with immediate exposure to financial planning and direct client engagement.

What You’ll Do:

  • Participate in and support client meetings: take notes, prepare materials, and manage follow-ups
  • Assist in delivering outstanding client service and addressing client needs
  • Help with meeting prep, plan implementation, and follow-up tasks
  • Learn our processes and take on increasing responsibility in a client-facing role

What We’re Looking For:

  • Bachelor’s degree required
  • 2–3 years of experience in the financial services industry
  • SIE preferred; must be willing to obtain necessary licenses (Series 7, 66, etc.) within six months — we’ll cover the cost
  • Clear and confident communicator
  • High level of integrity and professionalism
  • Eager to learn, grow, and continuously improve
  • Strong organizational skills and attention to detail

Compensation & Benefits:

  • Competitive salary: $65,000–$75,000 depending on experience
  • Paid time off (PTO)
  • Paid holidays
  • Licensing support and professional development opportunities
  • Health insurance coverage
  • Access to retirement plan with employer contribution

If you’re proactive, dependable, and ready to make an impact in a collaborative environment, we’d love to meet you. Apply now and start your journey toward becoming a trusted financial advisor.

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