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 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Tampa, FL vacancy
- ...Brighton Jones is seeking a Lead Advisor for the Tampa Bay area to manage client relationships and deliver personalized wealth management plans. You will lead a local service team, collaborate with specialists, and expand the firm’s presence in the community. The role...SeniorLocal areaFlexible hours
Brighton Jones LLC
Tampa, FL1 day ago - ...Senior Wealth Advisor Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources...Senior
MRINetwork
Tampa, FL2 days ago - ...Nationwide in the United States is seeking a Senior Retirement Specialist to drive sales, educate participants, and deliver high-quality service for retirement plans in the Tampa area. You will develop, manage and retain relationships with plan participants, conducting...Senior
Nationwide
Tampa, FL2 days ago $64.2k - $116.4k
...Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance professional within the Engagement Business Operations (EBO) sub‑team of...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Tampa, FL4 days ago- ...Senior Associate, State and Local Tax Financial Services A career in our State and Local Tax Financial Services practice, within... ...team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorLocal area
PwC (US)
Tampa, FL5 days ago $64.2k - $116.4k
...throughout the year, engagement margin improvement and investment decisions. The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance professional within the Engagement Business Operations (EBO) sub-team...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Tampa, FL2 days ago$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- ...FP&A SENIOR FINANCIAL ANALYST Date: May 8, 2026 Location: TAMPA, Florida, US, 33607 At Gerdau, we empower our people to grow, thrive, and make a difference—together. With a culture built on trust and teamwork, we offer meaningful work, continuous development, and opportunities...SeniorWork at officeImmediate start
Gerdau
Tampa, FL3 days ago - ...transition from single-use plastics and sugar-filled beverages to healthier, better-for-you alternatives. What is this role? This Senior FP&A Analyst role is a unique opportunity to contribute to a key area of growth for the company. You’ll be part of a strategic team...SeniorWork at office
Cirkul Inc
Tampa, FL1 day ago - Bank of America is looking for a skilled Credit Officer II in Tampa, Florida, to provide advisory guidance on complex debt solutions for clients. This role involves managing credit processes for a portfolio, mentoring associates, and ensuring effective communication with...Senior
Bank of America
Tampa, FL1 day ago - ...Responsibilities Kforce has a client that is seeking a Senior FP&A Analyst in Tampa, FL.Overview:This role is as unique as it is rewarding because of the Company Values and TRI Model. The FP&A Analyst supports the organization's financial planning, budgeting, forecasting...SeniorHourly payContract work
Kforce
Tampa, FL3 days ago - A progressive financial institution seeks a remote Sr. Credit Analyst to support lending efforts by underwriting loans in accordance with credit policy. This role involves analyzing various loan types and creating substantial loan approval packages. Candidates should possess...SeniorRemote work
Climate First Bank
Tampa, FL2 days ago - ...reports and communications to investors and stakeholders. Cross-Functional & Firmwide Responsibilities Coordinate with external tax advisors to support preparation of returns across all entity types while ensuring compliance with applicable tax regulations. Oversee year-...SeniorWork at office
Selby Jennings
Tampa, FL5 days ago $85k
Baldwin Risk Partners, LLC is seeking a Senior Financial Analyst to analyze financial results and develop reporting models. The role requires strong analytical skills and 3-4 years of experience in FP&A, preferably in the insurance industry. The ideal candidate will work...SeniorBaldwin Risk Partners
Tampa, FL1 day ago- ...Bank in Tampa, Florida is looking for a Mortgage Loan Processor responsible for processing mortgage loans from start to finish. This senior clerical role requires gathering financial data, preparing loan documents, and ensuring compliance with regulations. Candidates...Senior
Renasant
Tampa, FL3 days ago - Essential Functions - Interviews residential mortgage loan applicants. - Requests specified information for loan application. - Notifies applicant of loan decision. - Corresponds with customers, applicants or creditors to resolve questions regarding...Senior
First Federal Bank
Tampa, FL4 days ago - The Sec & Derivatives Sr Analyst at Citi in Tampa, FL, operates within the Operations - Transaction Services group to ensure clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities include resolving complex processing ...Senior
Citi
Tampa, FL1 day ago - Position Summary Renovo Financial is a rapidly growing Chicago-based private lender and mortgage servicer working with real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled...SeniorFull timeTemporary workWork at office
Renovo Financial LLC
Tampa, FL2 days ago - ...Senior Financial Analyst This newly created role offers the chance to step into a high impact financial position supporting the company’s performance driven compensation function. You’ll join a small, collaborative team led by an outgoing and technically strong manager...SeniorLocal area
Taylor White
Tampa, FL3 days ago - Alvarez & Marsal in Tampa, FL is seeking a Billing Specialist to manage the monthly billing process for multiple projects. You will generate billing summaries, monitor WIP, AR, and collections, and collaborate with MDs, Directors, and legal to ensure accurate and timely...Senior
ALVAREZ & MARSAL INC
Tampa, FL1 day ago - ...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
cen.ai
Tampa, FL13 hours ago - ...Member 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...SeniorTemporary workVisa sponsorship
MRINetwork Jobs
Tampa, FLa month ago - ...Senior Financial Analyst Position Overview We are seeking a highly analytical and detail-oriented Senior Financial Analyst with experience in compensation, bonus administration, and/or accounting. In this role, you will administrator bonus plans and related financial...Senior
Hispanic Alliance for Career Enhancement
Tampa, FL3 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, FL3 days ago - ...Senior Financial Analyst Odyssey Systems has an exciting opportunity for a Senior Financial Analyst supporting financial operations... ...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, FL5 days ago $66.7k - $116.4k
...A global information services company is seeking a Senior Content Management Analyst in Tampa, FL. The role involves developing expertise in auditing and financial reporting, creating analytic content, and responding to customer inquiries. A Bachelor's degree in Accounting...SeniorWolters Kluwer
Tampa, FL1 day ago$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...SeniorTrinnex Inc.
Tampa, FL5 days ago$185k - $215k
...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 officeLocal areaRemote workFlexible hours3 days per weekU.S. Bank
Tampa, FL3 days ago- ...The Mosaic Company is the world’s leading integrated producer of concentrated phosphate and potash. Senior Financial Analyst Provides financial and analytical support to Mosaic’s support functions, leading routine cost reporting, budgeting, and process improvement. Responsibilities...SeniorWork at office
The Mosaic Company
Tampa, FL1 day ago - ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic...Work at office
Charles Schwab Careers
Tampa, FL4 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
- financial planner Tampa, FL
- financial planning associate Tampa, FL
- associate corporate finance Tampa, FL
- wealth advisor Tampa, FL
- financial consultant Tampa, FL
- jde finance consultant Tampa, FL
- financial advisor Tampa, FL
- financial advisor development program Tampa, FL
- private wealth advisor Tampa, FL
- finance associate Tampa, FL