Investment Advisor

We are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust,...

(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...

(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct information.Who We Are:Omni Financial Services is an...

Job DescriptionJob DescriptionDescription:Saltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering...

One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide...

One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide...

One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide...

No Prospecting, No Cold-Calls, Book of Business Is Provided Stop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you...

Job DescriptionJob DescriptionSalary: Location: Tampa, FL    LCG Advisors is seeking a candidate to fill an Intern position within the firm’s Investment Banking division.  The Analyst will play a critical role in day-to-day deal execution activities focused on mergers and acquisitions, capital formation and corporate finance...

Job DescriptionJob DescriptionSupervision PrincipalJob ResponsibilitiesWe’re looking for a Sales and Transaction Supervision Principal, reporting to our Director of Supervision. Responsibilities include:· Conducting reviews of prospective customers to ensure compliance with all applicable regulations and requirements to accept investment accounts·...

Supervision PrincipalAbout IFPWe are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionless firm to work with for financial advisors and we are looking for creative and talented people to...

Supervision PrincipalAbout IFPWe are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionless firm to work with for financial advisors and we are looking for creative and talented people to...

Supervision PrincipalAbout IFPWe are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionless firm to work with for financial advisors and we are looking for creative and talented people to...

VP-Finance The Finance Group is truly a team, based out of our St Pete Headquarters and committed to delivering excellence. As an integral part of a critical and growing team, this role will have responsibility and accountability for the following, with an opportunity to train and develop into a position of increasing responsibility: Coordination with the...

Job DescriptionJob DescriptionHybrid/Remote PositionResponsibilities:Account Team Collaboration & Services Proposal Development – drive the discovery, ideation, delivery and next steps with the account team and the customer. Develop and deliver Statements of Work aligned to and ensuring customer value is achieved, based on key agreed-upon outcomes. The...

Description Are you passionate about finance and looking to make a significant impact? Our team is seeking a resourceful individual with robust analytical skills and exceptional listening capabilities to join us as a Financial Wealth Manager in Tampa, FL, US! This role is ideal for those who thrive in financial analysis, mutual funds, estate planning,...

Job DescriptionJob Description VP-FinanceThe Finance Group is truly a team, based out of our St Pete Headquarters and committed to delivering excellence. As an integral part of a critical and growing team, this role will have responsibility and accountability for the following, with an opportunity to train and develop into a position of increasing...

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa who is an independent firm that manages over 240 million in client assets is seeking an exceptionally sharp, motivated, and detail-oriented Client Associate to join their team. Job Summary:...

Independent investment firm, AGW Capital Advisors, is adding a new client relations associate to its growing team. The ideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. Please send your resume to info@agwcapital.com with a cover letter describing how your goals and experiences...

Independent investment firm, AGW Capital Advisors, is adding a new client relations associate to its growing team. Theideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. Please send your resume to info@agwcapital.com with a cover letter describing how your goals and experiences...