Senior Wealth Advisor
4 weeks ago
Senior Wealth Advisor
Our 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 clientele.
The successful candidate will have an established COI network in the Tampa market and be experienced in cultivating relationships. They will leverage these relationships, along with the company's existing referrals sources, to sell investment and trust services to individuals and families with complex or sensitive financial situations. A strong educational background and relevant certifications, such as CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA, are highly valued.
This is a salaried position with a sales-based commission and other great benefits. The client is also looking for a senior wealth advisor in St Petersburg, FL.
To learn more about Westport One, please visit our website at www.westportone.com.
For more information and to apply, please submit your resume by clicking the 'Apply Now' button or by emailing your resume in Word format to the company's email address. Please refer to the job reference code in the subject line.
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