We have other current jobs related to this field that you can find below

  • Wealth Private Banking Advisor

    3 weeks ago

    Tampa, United States Truist Financial Corporation Full time

    The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Priv Banking, Wealth, Advisor, Private, Client Relations, Relationship

  • Associate Wealth Advisor

    3 weeks ago

    Tampa, United States Sequoia Financial Group LLC Full time

    Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

  • Wealth Advisor

    3 weeks ago

    Tampa, United States Sequoia Financial Group LLC Full time

    Job DescriptionJob DescriptionDescription: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,...

  • Associate Wealth Advisor

    2 weeks ago

    Tampa, United States Phaxis Full time

    Job Summary:Leading Asset Management firm has an excellent opportunity available for an Associate Wealth Advisor. This role will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.Responsibilities:Develop strategies with Senior Wealth Advisors and Regional Directors for local and...

  • Associate Wealth Advisor

    2 weeks ago

    Tampa, United States Phaxis Full time

    Job Summary:Leading Asset Management firm has an excellent opportunity available for an Associate Wealth Advisor. This role will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects.Responsibilities:Develop strategies with Senior Wealth Advisors and Regional Directors for local and...

  • PWM Private Wealth Advisor

    2 months ago

    Tampa, United States U.S. Bank Full time

    Job Description At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build...

  • Senior Wealth Advisor

    3 months ago

    Tampa, United States Westport One Full time

    Senior Wealth Advisor Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources to pursue prospects by identifying future clients. They are targeting the mass affluent,...

  • Senior Wealth Advisor

    3 months ago

    Tampa, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionSenior Wealth AdvisorOur client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources to pursue prospects by identifying future clients. They are...

  • Senior Wealth Advisor

    3 months ago

    Tampa, United States Westport One Full time

    Senior Wealth AdvisorOur client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources to pursue prospects by identifying future clients. They are targeting the mass affluent,...

  • Sr. Wealth Advisor

    2 months ago

    Tampa, United States Windward Recruiting Full time

    Senior Wealth Advisor – Tampa, FL The Senior Wealth Advisor will lead the growth of the Tampa market, establish processes, and drive business results within the custodial referral program. This role involves interfacing with external Fidelity custodial partners to ensure a consistent, streamlined, and scalable process for referring parties and clients....

  • Wealth Management Advisor

    5 days ago

    Tampa, Florida, United States City National Bank Full time

    Opportunity for a Wealth Management AdvisorThe Wealth Management Advisor serves as a key relationship manager for a select group of affluent clients, including legal professionals, accountants, medical practitioners, and business owners. This position focuses on achieving and exceeding objectives by generating new lending and deposit business from both...

  • Principal Wealth Advisor

    6 days ago

    Tampa, Florida, United States Oxford Advisory Group Full time

    Join Oxford Advisory Group as a Senior Financial ConsultantAre you a seasoned financial consultant looking for a fulfilling role within a reputable Registered Investment Advisor (RIA) firm? Oxford Advisory Group (OAG) is in search of a Principal Wealth Advisor to enhance their vibrant team. The perfect candidate will possess a robust foundation in finance or...

  • New Opportunity

    4 days ago

    Tampa, United States Trajan Wealth LLC Full time $200,000

    Job DescriptionJob DescriptionJob purposeTrajan® Wealth, with nearly $2 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint...

  • Financial Advisor/Wealth Manager

    1 month ago

    Tampa, United States Spelman College Full time

    Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll...

  • New Opportunity

    3 months ago

    Tampa, United States Trajan Wealth LLC Full time

    Job purpose With almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in...

  • New Opportunity

    2 months ago

    Tampa, United States Trajan Wealth LLC Full time

    Job purpose With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in...

  • New Opportunity

    3 months ago

    Tampa, United States Trajan Wealth LLC Full time

    Job DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with...

  • Junior Wealth Management Consultant

    5 days ago

    Tampa, Florida, United States Sequoia Financial Group LLC Full time

    Position OverviewSequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing comprehensive financial planning and wealth management solutions. Our mission is to enhance the lives of our clients through our core values, which guide our actions and decisions:Integrity: We prioritize the best...

  • Wealth Sales and Service Consultant

    2 months ago

    Tampa, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Private Wealth Relationship Manager

    1 month ago

    Tampa, United States Bank of America Full time

    Description : The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in...

Wealth Advisor

2 months ago

Tampa, United States Sequoia Financial Group Full time

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, build financial plans, and deliver results. This role can be located in Tampa, FL or Orlando, FL.

Requirements

  • Manage the day-to-day aspects of client engagements as a member of a client service team.
  • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
  • Proactively maintain client relationships through excellent client service.
  • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
  • Assist or lead in the creation of asset management reports to be delivered to clients. The servicing advisor may play a lead or support role in delivering these reports.
  • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
  • Serve as a primary point of contact for client relationships.
  • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
  • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
  • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
  • Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation.
  • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
  • Attend and participate in client meetings as required.
  • Complete client meeting notes and follow up tasks as required.
  • Coordinate the execution of trade orders with the Asset Management Department (AMD)
  • Perform other duties and responsibilities, as assigned.
  • Develop a deeper technical expertise in general financial knowledge.
  • Identify additional planning or asset management opportunities in existing client relationships.
  • Assist the lead advisor in the preparation and delivery of business development materials.
Requirements
  • Bachelor's degree required in Economics, Finance or related field
  • CFP achieved or other industry designation (CPA, CFA, JD)
  • Minimum 7 years as Registered Investment Advisor representative or as a RIA representative for most recent 18 months AND 5.5 years immediately prior as either: Securities Portfolio Manager, Financial Planner, CPA, Registered representative of a full-service broker dealer or bank trust officer
  • Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
  • Previous experience working with financial planning software and planning deliverables
  • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
  • Spanish speaking preferred
Competencies
  • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
  • Excellent communication skills, both written and verbal
  • Ability to find creative solutions to problems, devise strategies, and propose solutions
  • Self-starter and able to perform job duties with little supervision
  • Customer service oriented, with the ability to work independently as well as collaborate with team members
  • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues