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

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    2 weeks ago

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  • Senior Wealth Advisor

    3 months ago

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    1 month ago

    Tampa, United States Spelman College Full time

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    3 months ago

    Tampa, United States Trajan Wealth LLC Full time

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  • New Opportunity

    3 months ago

    Tampa, United States Trajan Wealth LLC Full time

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    2 months ago

    Tampa, United States Trajan Wealth LLC Full time

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    5 days ago

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

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  • 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

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Wealth Advisor

2 months ago

Tampa, United States The Judson Group Full time

Reference Number: MH7195 Location: Tampa, Florida Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a

Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client meetings for current and prospective clients. Responsibilities: Build and maintain client relationships. Introduce financial planning, estate, tax, and retirement plans to prospective clients. Attend meetings with clients and prospects. Work with clients to ensure action items are thoroughly executed and documented. Gather client data including financial constraints and goals. Manage account administration, cash flow, and all financial/retirement planning inquiries. Schedule financial planning reviews, implementing as necessary. Work with client support team to provide an exceptional client experience. Requirements: BA/BS degree required; advanced degree preferred. CFP required; Series 65 required (or obtained within six months of employment) 3+ years of experience with an investment consulting/management firm, family office, or RIA. Experience with CRM, financial planning software, and portfolio accounting software. Organized and detail oriented while managing and prioritizing multiple tasks simultaneously. Able to work under pressure and meet deadlines in a fast-paced, demanding environment. Compensation & Benefits: Competitive compensation, bonus, and benefits package. Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

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