Current jobs related to Senior Wealth Advisor - Tampa, Florida - Westport One

  • Senior Wealth Advisor

    4 weeks ago

    Tampa, Florida, United States Westport One Full time

    Senior Wealth AdvisorOur client, Westport One, is seeking a seasoned professional to focus on business development in the Tampa market. The ideal candidate will leverage their internal and external network, as well as the company's resources, to pursue prospects and identify future clients among the mass affluent, high net worth, and ultra-high net worth...

  • Wealth Management Advisor

    1 month ago

    Tampa, Florida, United States Equitable Advisors Full time

    A Culture of Growth with Equitable AdvisorsAre you a successful wealth management advisor looking to take your practice to the next level? At Equitable Advisors, we offer a supportive environment that allows you to grow your business and achieve your goals.We provide you with the tools, products, and platform to deliver an outstanding client experience. Our...

  • Wealth Management Advisor II Position

    4 weeks ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job DescriptionJob Title: Wealth Management Advisor IICompany: Fifth Third BancorpLocation: Tampa, FloridaJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bancorp. As a Wealth Management Advisor II, you will be responsible for providing exceptional client service and advice to high net...

  • Wealth Management Advisor II

    4 weeks ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Summary:Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional client service and building strong relationships with our high net worth clients.Key Responsibilities:Develop and implement personalized wealth management plans for...

  • Senior Portfolio Strategist

    4 weeks ago

    Tampa, Florida, United States Coastal Wealth Full time

    Portfolio Manager RoleAs a Portfolio Manager at Coastal Wealth, you will be responsible for constructing and managing model investment portfolios, overseeing trading activities, and maintaining efficient portfolio operations.The role involves continuous portfolio monitoring, rebalancing, and conducting detailed research and analytics to ensure performance...

  • Senior Business Advisor

    4 weeks ago

    Tampa, Florida, United States USAA Full time

    About the RoleWe are seeking a highly skilled Senior Business Advisor to join our team at USAA. As a Senior Business Advisor, you will play a key role in driving operational excellence and process improvements within our Deposits' Funds Availability Team.Key ResponsibilitiesDevelop and implement solutions to drive business decisions and improve operational...

  • Financial Wealth Strategist

    1 month ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Financial Wealth ManagerAre you a finance enthusiast looking to make a significant impact in Tampa, FL, US? We're seeking a creative individual with strong analytical skills and exceptional listening abilities to join our team as a Financial Wealth Manager.About the RoleThis role offers the opportunity to build a prestigious practice with outstanding...

  • Senior Automotive Service Advisor

    4 weeks ago

    Tampa, Florida, United States Morgan Auto Group Full time

    Job DetailsJob LocationToyota of Tampa Bay - Tampa, FLSalary Range$80,000.00 - $200,000.00 Commission/yearDescriptionMorgan Auto Group is seeking a seasoned Senior Automotive Service Advisor to join our team. As a key member of our service team, you will be responsible for providing exceptional customer service, ensuring customer satisfaction, and driving...

  • Business Development Associate

    1 month ago

    Tampa, Florida, United States Star Mountain Capital Full time

    Join Our Team as an Investment ConsultantAt Star Mountain Capital, we are seeking a highly motivated and results-driven Investment Consultant to join our team in Tampa, Florida. As a key member of our external business development team, you will play a critical role in driving strategic relationship management initiatives for institutional and wealth...

  • Financial Wealth Strategist

    1 month ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Job OverviewWe are seeking a highly skilled Financial Wealth Manager to join our team in Tampa, FL, US. As a key member of our financial services team, you will be responsible for analyzing clients' financial situations, developing personalized investment portfolios, and promoting a variety of financial products and services.Key ResponsibilitiesAnalyze...

  • Senior Financial Advisor

    4 weeks ago

    Tampa, Florida, United States Sequoia Financial Group Full time

    Financial Planning and Investment Management RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.Key Responsibilities:Collaborate with Managing Advisors and...

  • High Net Worth Financial Consultant

    3 weeks ago

    Tampa, Florida, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    The UpTick Financial approach to wealth management gives you the flexibility to run your business the way you choose.As a High Net Worth Financial Consultant with our team, you'll have access to a broad range of traditional brokerage products, mutual funds, and insurance products.Our team is dedicated to helping high-quality advisors reach their full...

  • Business Risk and Control Senior Analyst

    4 weeks ago

    Tampa, Florida, United States Citigroup Inc Full time

    The Business Risk and Control Senior Analyst plays a crucial role in enhancing processes and controls within Wealth Operations at Citigroup Inc. This seasoned professional applies in-depth knowledge to contribute to the improvement of risk management activities.Key Responsibilities:As a first line of defense risk and control partner, the Business Risk and...

  • Area HR Director

    4 weeks ago

    Tampa, Florida, United States US Foods Full time

    Job SummaryWe are seeking a highly skilled Area HR Director to join our team at US Foods. As a trusted advisor to our Area Staff and local management teams, you will drive field execution to support business objectives and ensure alignment of HR strategy with business goals.Key ResponsibilitiesCollaborate with Business Leaders to influence business strategy...

  • IT Business Senior Analyst

    4 weeks ago

    Tampa, Florida, United States Citigroup Inc Full time

    The IT Business Senior Analyst plays a pivotal role in bridging the gap between business users and technologists, facilitating seamless communication and collaboration.Key responsibilities include formulating systems scope and objectives for complex projects, fostering communication between business leaders and IT, and providing input based on analysis of...

  • Senior Lead Counsel

    4 weeks ago

    Tampa, Florida, United States Citi Full time

    Job SummaryCiti is seeking a highly motivated attorney to join its Central Transformation Legal Advisory Group within the Citi Legal Department. This is a senior position responsible for serving as a subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Council by providing counsel and thought...

  • Senior Digital Marketing Manager

    4 weeks ago

    Tampa, Florida, United States Clever Digital Marketing Full time

    Clever Digital Marketing is seeking a Senior SEM Manager to oversee a portfolio of clients and drive growth in our PPC department.The ideal candidate will have a passion for scaling Google campaigns profitably, a strong command of the English language, and experience managing over $300K/month in paid search spend.Responsibilities include daily account...

  • Senior Transaction Advisory Specialist

    4 weeks ago

    Tampa, Florida, United States LCG Advisors Full time

    LCG Advisors is a leading advisory firm that specializes in providing expert services for loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.The firm's team of 90+ professionals work closely with business owners, financial institutions, and active investors to assist them with the changes that occur...

  • Senior Financial Reporting Lead Analyst

    4 weeks ago

    Tampa, Florida, United States Citigroup Inc Full time

    Job SummaryThe Senior Financial Reporting Lead Analyst is a senior-level professional position responsible for driving the generation, analysis, and submission of FR Y-14Q (CCAR) Wholesale Schedules with a detailed perspective on data quality issues, in coordination with the broader Financial Reporting Team.The position will coordinate with multiple teams,...

  • Senior Vice President, Account Management Senior Specialist, Securities Services

    4 weeks ago

    Tampa, Florida, United States Hispanic Technology Executive Council Full time

    Job Summary:As a Senior Vice President, Account Management Senior Specialist, Securities Services, you will be responsible for delivering exceptional client service and ensuring that Citi is delivering a best-in-class client experience. You will act as the primary contact for operational service-related escalations and work closely with the Client Executive...

Senior Wealth Advisor

1 month ago

Tampa, Florida, United States Westport One Full time
Senior Wealth Advisor Opportunity

Westport One is seeking a seasoned Senior Wealth Advisor to focus on business development in the Tampa market. This role requires a professional with an established network of contacts and a proven track record of cultivating relationships.

Key Responsibilities:

  • Identify and pursue new business opportunities with mass affluent, high net worth, and ultra-high net worth clients.
  • Develop and maintain a strong network of contacts and relationships within the Tampa market.
  • Collaborate with internal teams to leverage company resources and referrals to drive business growth.
  • Provide expert advice and guidance to clients on complex financial situations.

Requirements:

  • Strong education and professional certifications, such as CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA.
  • Proven track record of success in wealth management and financial services.
  • Excellent communication and relationship-building skills.

What We Offer:

  • A salaried position with bonus potential based on sales performance.
  • A comprehensive benefits package.
  • The opportunity to work with a reputable and established company in the financial services industry.

Westport One is an equal opportunities employer and welcomes applications from qualified candidates. To apply, please submit your resume and a cover letter outlining your experience and qualifications.