Top 17 Investment associate Jobs in Orlando Fl

Associate Financial Advisor | Existing Clients | Career Growth Track
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Orlando, FL
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Services Professional/Associate Partner (Accelerated Path into Management)
New York Life —Orlando, FL
- $85,000 - $260,000 a year
- Monday to Friday
- Recruiting
- In-person
- Business
- Paid training
- Health insurance
Quick Apply
Financial Services Professional/Associate Partner (Accelerate Path to Management)
New York Life —Orlando, FL
- $85,000 - $260,000 a year
- Full-time
- Hybrid work
- Mid-level
- Recruiting
- Business
- Paid training
- Disability insurance
Quick Apply
Financial Advisors/ Associate Partners (Accelerated Path into Management)
New York Life —Orlando, FL
- $79,500 - $215,430 a year
- Full-time
- Hybrid work
- Recruiting
- Business
- Master of Business Administration
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
GW&K Investment Management —Winter Park, FL
- Hybrid work
- Research
- Mid-level
- Office
5d
Associate Operations Manager
Marcus & Millichap Real Estate Investment Services, Inc. —Orlando, FL
- $31 - $33 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
7d
Associate
ZRS MANAGEMENT LLC —Orlando, FL
- Full-time
- Mid-level
- Finance
- Master's degree
Quick Apply
Wealth Management Client Associate
Bank of America —Winter Park, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
1d
Senior Financial Associate
RVR Consulting Group —Winter Park, FL
- Mid-level
- Office
- 3 years
- Dental insurance
- 401(k)
Quick Apply
Sr. Specialist, Service Associate - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $27.40 - $39.28 an hour
- Hybrid work
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
5d
Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne
Equitable Advisors —Orlando, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Underwriting Associate(Commercial Construction P&C)
CNA Insurance —Lake Mary, FL
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Analysis skills
14d
Registered Private Wealth Client Associate
Bank of America —Lake Mary, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate - Southeast Advisor Group - NPA
Thrivent —Orlando, FL
- Research
- Mid-level
- Administrative experience
Quick Apply

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Associate Financial Advisor | Existing Clients | Career Growth Track

Group 10 Financial, LLC
Maitland, FL

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Gym membership
Professional development assistance
Opportunities for advancement
Life insurance

Qualifications

Financial planning
Teamwork
Customer service
Bachelor's degree
Organizational skills
Financial services
Video conferences (communication methods)
Life & Health Insurance License

Full Job Description

Associate Financial Advisor | Existing Clients | Career Growth Track

Maitland, FL | In-Office | Full-Time

Are you a financial professional who's ready to spend more time helping clients and less time chasing them?

If you're looking for a long-term career where you can grow into a Lead Financial Advisor while working alongside an established retirement planning team, this may be the opportunity you've been looking for. At Group 10 Financial, we don't hire often. We're looking for someone who wants to build a career—not just find their next job.

Unlike many advisor positions, this role focuses primarily on serving existing clients and developing into a future Lead Advisor rather than building a book of business from scratch.

We help good people make great financial decisions so they can enjoy an amazing retirement, and we're looking for someone who shares that passion.

We don't expect perfection, but we do value excellence, integrity, follow-through, and a strong work ethic. If you're energized by helping people, enjoy being part of a high-performing team, and want to continue growing professionally, we'd love to meet you.

Our Hiring Process

Because this role is built around developing trusted relationships with clients, communication skills, professionalism, and executive presence are just as important as technical knowledge.

As part of our interview process, every applicant is asked to submit a brief introductory video (approximately 3 minutes) along with their application. This allows us to get to know you beyond your resume before scheduling interviews.

Your video does not need to be professionally produced—a simple phone or webcam recording is perfectly fine. Please briefly tell us:

Who you are
Why this opportunity interests you
A little about your background
Your long-term career goals

Please send your video to: [email protected] or upload it securely using the Secure File Upload link at the top of our website (https://group10financial.com). Applications submitted without the introductory video will not be considered.

The Role

This is a career-track Associate Financial Advisor position (approximately 70% client service / 30% growth) with a clearly defined path toward becoming a Lead Financial Advisor.

You'll work directly with an experienced Lead Advisor, participate in client meetings, help implement financial strategies, and gradually assume greater responsibility as your knowledge and confidence grow.

Work Style

100% in-office (Maitland, FL)
Client meetings conducted in person and via Zoom
Competitive base salary plus performance bonus
Long-term career advancement opportunity

What You'll Do

Build long-term relationships with existing clients
Support retirement income, investment, tax, and legacy planning conversations
Prepare for and follow up after client meetings
Lead client review meetings (with support as needed)
Coordinate account openings, transfers, and maintenance with custodians
Process client service requests accurately from start to finish
Maintain detailed CRM and financial planning records
Communicate proactively with clients to ensure exceptional service
Participate in seminars, educational events, and team meetings
Help improve systems and workflows as our firm continues to grow

Who Thrives Here

The people who succeed on our team are:

Positive, high-energy professionals who enjoy helping others
Excellent communicators who naturally build trust
Organized and dependable with exceptional follow-through
Coachable and committed to continuous improvement
Comfortable taking ownership without constant direction
Team-first contributors who willingly jump in wherever needed
Looking for a long-term career—not simply their next position

Qualifications

Preferred

Bachelor's degree
1–3 years of experience in financial services
Series 65 (or willingness to obtain within 3–6 months)
Florida Health & Life License (preferred)

We're more interested in character, coachability, communication skills, professionalism, and work ethic than checking every qualification box.

What Makes This Opportunity Different

Many advisory firms expect new advisors to spend most of their time prospecting for new business. (Or asking for 200 of your closest family and friends to prospect.) That's not this position!

You'll be joining an established independent fiduciary firm where you'll work alongside experienced advisors, serve existing client relationships, receive direct mentorship, and develop into a trusted Lead Wealth Advisor over time.

If you're looking for a place where you can grow professionally while making a real difference in people's lives, you'll feel right at home here.

What You'll Receive

Competitive base salary
Performance-based bonus with even more upside potential
Health insurance
401(k) with company match
Dental, vision, life insurance, and HSA options
Paid time off plus all major holidays (including your birthday)
Gym membership
Professional development and continuing education
Direct mentorship from experienced advisors
A clear long-term career path

This Role Probably Isn't a Fit If...

You're looking for a remote or hybrid position.
You prefer working independently rather than as part of a collaborative team.
Organization and follow-through aren't your strengths.
You're uncomfortable receiving coaching and constructive feedback.
You aren't excited about building long-term relationships with clients.
You're looking for a short-term stepping stone instead of a long-term career.

Ready to Learn More?

If you're excited about building a long-term career with a growing independent wealth management firm and believe you'd be a great fit, we'd love to hear from you.

Apply today and don't forget to include your introductory video so we can get to know you.

Send your intro video to [email protected] or by using our Secure File Upload link at the top of our website: https://group10financial.com/.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Are you willing to obtain your Series 65 license within 6 months if hired?

YES or NO

What specifically about this role and our company caught your attention?
Describe a role or experience where organization and follow-through were critical.
What are you doing currently and why are you interested in building a long-term career in financial services?
What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

⚠️ IMPORTANT: A 3-MINUTE INTRO VIDEO IS REQUIRED. APPLICATIONS WITHOUT A VIDEO WILL NOT BE REVIEWED AND WILL BE CONSIDERED INCOMPLETE.

Please email your video to: [email protected]
Or upload it securely here by using the Secure File Upload button at https://group10financial.com/

In your video, please tell us:

Who you are
Why this opportunity interests you
A little about your background
Your long-term career goals

A simple phone or webcam recording is perfectly acceptable. Professional production is not expected.

Do you understand that a 3-minute introductory video is required to complete your application and that applications will not be reviewed until the video has been received?
YES or NO

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

License/Certification:

Life & Health Insurance License (Preferred)
securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Ability to Commute:

Maitland, FL 32751 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in orlando fl

Associate Financial Advisor | Existing Clients | Career Growth Track

Wealth Management Associate – Retirement Benefits Group

Financial Services Professional/Associate Partner (Accelerated Path into Management)

Financial Services Professional/Associate Partner (Accelerate Path to Management)

Financial Advisors/ Associate Partners (Accelerated Path into Management)

Client Service Associate

Associate Operations Manager

Associate

Wealth Management Client Associate

Senior Financial Associate

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Wealth Management Associate - Retirement Benefits Group - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne

Underwriting Associate(Commercial Construction P&C)

Registered Private Wealth Client Associate

Associate - Southeast Advisor Group - NPA

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