Senior Wealth Advisor
New Day Executive Search
Financial Advisor
This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - help the advisor to grow, while developing deeper relationships with clients.
Qualifications & Experience
- 5+ years of experience in investment advisory or wealth management
- Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
- Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
- Strong client-facing presence with the ability to manage complex financial relationships independently
- Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
- Ability to thrive in a fast-paced, high-growth environment with evolving priorities
Responsibilities
- Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
- Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities
- Deliver holistic financial planning
- Support training initiatives and help scale best practices across the advisory organization
Compensation & Benefits
- Highly competitive compensation structure
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Tampa, FL vacancy
$150k
...Experienced Financial Advisor - Bring and Grow Your Book Are you an established financial... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients' needs Collaborate with other senior advisors and firm leadership Participate...Senior- ...Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates located in the Tampa,...SeniorLocal areaRemote work
$77k - $214k
...successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers,... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorH1bLocal areaPwC
Tampa, FL1 day ago- ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals...SeniorRemote job
$150k
...the profession. Experienced Financial Advisor - Bring and Grow Your Book Location:... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients’ needs Collaborate with other senior advisors and firm leadership Participate...SeniorTemporary work- ...Senior Commercial Loan Officer This Senior Commercial Loan Officer is responsible for extending credit within the policies and guidelines set forth in the loan policy. This position ensures that all loan decisions, actions, and recommendations are based on an accurate...SeniorNight shiftAfternoon shift
South Tampa Branch
Tampa, FL21 hours ago $124k - $280k
...The Opportunity As an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology to achieve their digital goals and capitalize on business opportunities. Within our Finance practice, you will guide clients in implementing...SeniorH1bPwC
Tampa, FL2 days ago- ...Senior Teller Location: Tampa, FL - Lake Magdelene Summary: Conducts daily credit and debit transactions in compliance with bank policies and procedures. Provides exceptional customer service to each client. Keeps proper cash supply on hand and prepares daily proof...Senior
- ...Position Title: Senior Acquisition Analyst Position Type: Full-time, Fully On-Site Location: MacDill, AFB, FL Clearance: Active TS w/ SCI or SCI eligibility Description Waypoint’s client is seeking a Senior Acquisition Analyst to support the U.S. Special Operations Forces...SeniorFull time
Waypoint Human Capital
Tampa, FL2 days ago - ...Description Posted Tuesday, June 30, 2026 at 4:00 AM Koniag Professional Services, LLC, a Koniag Government Services company, is seeking a Senior Financial Analyst with a TS/SCI security clearance to support KPS and our government customer at MacDill AFB, Tampa, FL. This...SeniorLocal areaFlexible hours
Koniag Services, Inc.
Tampa, FL1 day ago $120k - $130k
...Senior Financial Analyst | $120 - $130k + Bonus Potential | High-Visibility Role!Location: Greater Tampa Bay | Onsite | Local Candidates OnlyThis organization is seeking a driven Senior Financial Analyst to join its corporate strategy team and help shape the future of...SeniorLocal areaTaylor White
Tampa, FL1 day ago- ...Position Summary Odyssey Systems has an exciting opportunity for a Senior Financial Analyst supporting financial operations in Doral, FL... ...execution, and decision-making. This role serves as a key advisor to leadership on financial and budgetary matters across multiple...SeniorContract workLive out
Odyssey Systems
Tampa, FL3 days ago - ...Position Summary: The Senior Financial Analyst serves as a strategic business partner supporting the Finance and Executive Leadership teams through financial planning, analysis, forecasting, reporting, and business intelligence. This role is responsible for analyzing...Senior
Orthopaedic Solutions Management Staff
Tampa, FL2 days ago $60.2k - $107.4k
...Senior Financial AnalystOptum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data...SeniorMinimum wageFull timeWork experience placementInternshipLive inLocal areaUnitedHealth Group
Tampa, FL3 days ago- ...Corporate Banking Relationship Manager SeniorWe are looking for a results-driven Corporate Banking Relationship Manager Senior, you'll be the primary advisor for high-value corporate clients, driving business development and delivering tailored financial solutions. You'll...SeniorWork at office
City National Bank
Tampa, FL1 day ago - Primary Responsibilities Serve as Engineer of Record for large, complex environmental remediation projects. Lead remedial design implementation through construction completion. Provide technical oversight of multidisciplinary engineering and specialty subcontractor...SeniorFull timeFor subcontractor
Action
Tampa, FLa month ago - ...worldwide, our team of over 3,500 employees excels in offering a multitude of mission-critical services. We are seeking a Senior Operations Finance Analyst to serve as a strategic financial partner to regional operations. Moving beyond routine report creation...SeniorWorldwideFlexible hours
Quala Internacional
Tampa, FL20 hours ago - ...Job Description Senior Financial Analyst | South Florida | Competitive Salary + 10% Bonus + Full Benefits Step into a high-visibility, strategically important role at this high-growth client company. This newly created role will sit at the intersection...SeniorPermanent employmentWork at office
Taylor White
Tampa, FL4 days ago - ...Description Job Description 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...Work at officeRemote work
Sequoia Financial Group Llc
Tampa, FL9 days ago - ...Job Description Job Description Senior Financial Advisor – High-Net-Worth Wealth Management About the Firm: We are representing a highly reputable wealth management firm looking to add an experienced, client-centric Financial Advisor to their growing team. This...SeniorWork at officeFlexible hours
- ...Senior Financial Analyst Coho Consulting Group is seeking a Senior Financial Analyst to provide advanced financial planning, budgeting... ...at MacDill AFB, FL. This position serves as a senior financial advisor responsible for budget formulation, financial reporting, cost...Senior
$90k - $95k
...across multiple asset classes, supporting both clients and customers in all market and interest rate environments.Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing financial data and documentation in response to state regulatory...SeniorRemote workFlexible hoursInvigorate Finance
Tampa, FL21 hours ago$54.68k - $101.72k
...skills High‑level interpersonal skills, able to work collaboratively and tactfully with multi‑disciplinary and diverse teams including senior executives, employees, customers, and physicians Effective computer skills, particularly Microsoft Office Outlook, Word, PowerPoint...SeniorFull timeWork experience placementWork at officeLocal areaShift workAdventHealth
Tampa, FL2 days ago- ...distribution electric cooperatives serving 1.8M customers in 42 Florida counties. Electric Transmission Planning Engineer – Senior / Engineer / Associate - 2363m Visit our website for more details This position is being offered through Management Recruiters...SeniorFull timeTemporary workVisa sponsorship
MRINetwork Jobs
Tampa, FL13 days ago $320k - $410k
...is representing a highly regarded Am Law 100 firm seeking a Mid-Level Corporate Associate (Mergers & Acquisitions). Position: Mid-Senior Level Associate – Corporate (M&A) Location: Fort Lauderdale, FL or Tampa, FL, New York Compensation: $320,000 to $410,000...SeniorDirect Counsel
Tampa, FL14 days ago$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship$165k - $200k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational...SeniorFull timeH1b- ...Job Description Job Description Job Description Overview: CDM has an exciting new opportunity for a Senior Acquisition Analyst in support of Special Operations Forces Acquisition, Technology and Logistics’ (SOF AT&L). SOF AT&L accepts and manages risk, takes...SeniorFull timeContract workWork at officeRemote work
CDM INNOVATIONS
Tampa, FL20 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- finance associate Tampa, FL
- financial counselor Tampa, FL
- associate corporate finance Tampa, FL
- financial consultant Tampa, FL
- estate planning consultant Tampa, FL
- financial planning assistant Tampa, FL
- financial planner Tampa, FL
- senior wealth advisor Tampa, FL
- financial advisor associate Tampa, FL
- project finance associate Tampa, FL