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Location

Saint Petersburg, FL | United States

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Job description

If you are a Wealth Advisor with experience, please read on!

Top Reasons to Work with Us

Job Title: Wealth Advisor
Location: Hybrid/Remote in the Tampa/Orlando/St. Petersburg area (flexible days in office)
Salary: 125-200k + Annual Bonuses + Full Benefits + PTO + Profit Sharing
Requirements: Series 7, 63, 66, or be willing to take them during the first stages of employment.

The Wealth Advisor represents Our Wealth Management firm within the communities where they work and reside. We are widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference.

Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

As part of clients inner circle, the Wealth Advisor intimately understands each clients values, lifestyle and philanthropic goals.

They connect clients to the firms vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, this advisor enhances clients financial well-being while standing out among a crowded field.

What You Will Be Doing

What makes our Advisors unique? They come from a variety of different backgrounds. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:

Entrepreneurial Spirit

Intellectual Curiosity

Determination and Relentless Drive for Success

Spirit of Generosity in Working With and Within Their Community

Structure and Discipline

What You Need for this Position

An existing network that can be continuously cultivated and expanded within the community

Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors

Comfortable interacting with individuals of significant wealth

Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions

Trustworthiness and personal integrity that is beyond reproach

Strong academic credentials

A passion for investing and for people

What's In It for You

-Competitive Salary
-Benefits
-Up to 40% commissions
-401k match
-PTO

So, if you are a Wealth Advisor with experience, please apply today!

Applicants must be authorized to work in the U.S.

Preferred Skills

Wealth Management

Wealth Advisor

Financial Advisor

Financials

Investment Management

Series 6

CFP

Series 7 & 63

Series 7

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Job tags

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Salary

$120k - $200k