Financial Advisor
1 month ago
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 legendary service to our clients while investing in relationships with their Saltmarsh family and clients alike. The Financial Advisor is a sales role primarily focused on business development including internal and external marketing and sales activities and events. Generally acts as primary point of contact for client relationships, reviews, and financial planning. As appropriate, coordinates with other client advisors (CPA, attorney) on clients behalf. Additionally, the Financial Advisor is a part of the firms leadership team and will be expected to seek leadership opportunities to enhance personal skills and eagerly participate in professional, community, civic, and social organizations. Focused on relationship-building, partnering with specialists/resources, leveraging the firm to design sophisticated financial solutions for clients. Confidently articulates firm’s investment philosophy and utilizes tools and resources to close new business based on annual predetermined goals Manage and consistently completes planned engagements or projects in a timely manner Takes the initiative to expand general and industry specific business advisory skills, and applies these to client situations Readily demonstrates the ability to strengthen client relationships and identifying value-added solutions for clients Relates firm products and services effectively to current clients Develop strong internal partnerships to promote cross-referral opportunities and relationships Demonstrates proficiency in onboarding new client relationships, placing trades and rebalancing portfolios Shows interest in developing strong, positive relationships with key personnel within the client base Clearly explains expected results, assumes responsibility and accountability of work of those supervised, and interacts with others in a manner that cultivates an environment of trust, respect, and fairness Proven ability to be self-accountable to commitments and accepts responsibility for personal decisions & outcomes Assists in selecting appropriate learning requirements and completes training timely Requirements Bachelor’s degree in finance, accounting or related field Series 65 license or comparable license requirement Related credentials such as CPA, CFA, CIMA 3-5 years of sales experience Tax, Trust, Estate experience would be highly desirable, but not required Prior supervisory experience required Able to identify complex client issues and recommend creative solutions Deliver legendary service by making each interaction with our clients stand out Establish personal and networking relationships with clients, prospects, and referral sources through active involvement in industry, civic, and social clubs Share knowledge with others to facilitate skill development and career advancement Build and lead a team effectively to cultivate an environment of trust, respect, and fairnessExcellent verbal and written communication skills Strong organizational and interpersonal skills Executes assignments of a confidential nature; requires ability to keep matters confidential Saltmarsh, Cleaveland & Gund offers a rich benefits package. Some of the highlights include major medical, dental & vision insurance, generous PTO + firm paid holidays, sabbatical program, employer paid life insurance and long-term disability, firm paid CPE, 401k and profit-sharing plan. #J-18808-Ljbffr
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Financial Advisor
3 months ago
Tampa, United States Sequoia Financial Group Full timeWe 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,...
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Financial Advisor
4 weeks ago
Tampa, United States Corebridge Financial Full timeFinancial Advisor Tampa, FL Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life...
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Financial Advisor
2 months ago
Tampa, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
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Wealth Advisor
3 weeks ago
Tampa, United States Sequoia Financial Group LLC Full timeJob 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,...
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Associate Wealth Advisor
3 weeks ago
Tampa, United States Sequoia Financial Group LLC Full timeJob 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...
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Merrill Financial Solutions Advisor
3 weeks ago
Tampa, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Financial Advisor/Wealth Manager
1 month ago
Tampa, United States Spelman College Full timeFlorida 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...
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Financial Services Advisor
6 days ago
Tampa, Florida, United States FORVIS Full timePosition OverviewAs a key member of our expanding advisory team, you will play a vital role in our Financial Services Advisory practice. This team integrates our global reach, client relationships, industry knowledge, and innovative strategies to assist organizations in achieving their strategic goals. Our clientele includes a diverse range of financial...
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Financial Planner
6 days ago
Tampa, United States Financial Planner Recruiting, LLC Full timeJob Description:Job Function / Summary Our client is a boutique wealth management firm that is seeking a Financial Planner to join their team. This role is a client-facing position where you will regularly engage with clients about their financial plans, goals, and taxes. Education / Experience Bachelors Degree in Business or Finance related field is...
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Financial Services Advisor
6 days ago
Tampa, Florida, United States FORVIS Full timePosition OverviewAs a member of our dynamic advisory team, you will play a pivotal role in our Financial Services Advisory practice, which integrates our extensive global reach, client base, industry knowledge, and innovative strategies to assist organizations in achieving their strategic goals. Our clientele includes a diverse range of financial...
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Life Insurance Specialist/Producer
3 weeks ago
Tampa, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionAdcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This...
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Life Insurance Specialist/Producer
3 months ago
Tampa, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionAdcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This...
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Financial Services Advisor
5 days ago
Tampa, Florida, United States US Fertility, LLC Full timePosition OverviewAs a Financial Services Advisor at US Fertility, LLC, you will play a crucial role in assisting patients with their financial needs related to fertility treatments. Your expertise will not only support our patients but also contribute to the overall mission of our organization.Key Responsibilities:Engage with patients to discuss their...
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Wealth Private Banking Advisor
3 weeks ago
Tampa, United States Truist Financial Corporation Full timeThe 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
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New Opportunity
3 months ago
Tampa, United States Trajan Wealth LLC Full timeJob 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...
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New Opportunity
2 months ago
Tampa, United States Trajan Wealth LLC Full timeJob 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...
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New Opportunity
3 months ago
Tampa, United States Trajan Wealth LLC Full timeJob 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...
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Financial Advisor
2 months ago
Tampa, United States Lifetime Recruiting Strategies Full timeTake Your Next Step to Success! Work for a Company That Cares About Your Success! We’ll Provide the Training and Support to be Successful! and a very nice compensation and benefits package. You will be joining the Most Dynamic “New Financial Firm in the Midwest.” Your Success is Important! A Leadership Team With Over 100 Years of Combined Experience in...
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Financial Advisor
5 days ago
Tampa, Florida, United States Tampa General Hospital Full timePosition OverviewAs a Financial Counselor, you will operate under the guidance of the Lead Coordinator and Patient Access Manager, adhering to established organizational policies and procedures.Key ResponsibilitiesExhibit a comprehensive understanding of scheduling and registration processes.Ensure compliance with Medicare requirements.Provide expert...
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Financial Advisor
1 month ago
Tampa, United States Addison Group Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesMin. 5 years of hands-on financial planning or similar professional experience in an...