Wealth Advisor - Wealth Management

Your Future Team

We are an established, fee-only independent wealth management firm located in the Rocky Point area of Tampa, FL. Our firm is celebrating our 41st year of business providing high level service to individuals and families. Our close-knit team of three is serving approximately 150 households, providing comprehensive planning and investment management to attorneys, business owners, executives, retirees and their families, often across generations. We feel strongly about running our business with a deep service model and offering a variety of services including in-depth tax planning. We believe that building long-term, trusting relationships is of the utmost importance.

As we continue to grow, we are looking to add an experienced Wealth Advisor to join our team and become an important part of the future of the firm. This is not a business development role where you will be expected to arrive with a book of business or spend your time prospecting. Instead, you will step into a practice with established client relationships. The goal of this role is to support the Lead Advisor and their clients with financial planning, client meetings, reporting, and ongoing service. You will act as a primary point of contact for clients, CPAs, and attorneys. You will have the opportunity to build trusted relationships, provide thoughtful financial guidance, and help clients navigate important financial decisions.

We need you to have enough experience in front of clients so that you are comfortable and confident in almost any scenario. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education.

What You’ll Do

• Support the Lead Advisor with ongoing and prospective client relationships, including meeting preparation, financial planning, research, presentation materials, and follow-up
• As relationships transition, assume primary responsibility for a subset of existing clients, independently leading meetings, providing financial guidance, and serving as their primary point of contact
• Develop, analyze, and maintain comprehensive financial plans addressing retirement, cash flow, investments, insurance, tax, and estate planning considerations
• Prepare client reports, financial summaries, and presentation materials to support planning conversations and recommendations
• Proactively respond to client questions and service needs, maintain accurate information in the Wealthbox CRM, and ensure follow-up items are completed accurately and timely
• Partner with the team on portfolio recommendations, account activity, new accounts, transfers, distributions, and other client needs
• Develop strong proficiency in the firm’s technology and collaborate with the broader team to continually improve the planning process and overall client experience

What You’ll Bring

• Bachelor’s degree required, preferably in finance, financial planning, economics, accounting, or a related field
• 3 or more years of experience managing client relationships in a financial planning or wealth management capacity
• Series 65 (or equivalent Series 66) required
• CFP designation is preferred; candidates actively progressing toward CFP certification will also be considered
• Experience developing financial plans and translating complex financial information into thoughtful, understandable recommendations
• Confidence managing client conversations and relationships independently, with a genuine desire to get to know and care for clients and their families
• Tech-savvy with a genuine interest in learning and maximizing new tools; experience with eMoney, Jump AI, Holistiplan, Wealthbox, and Black Diamond software is a plus
• A collaborative mindset and appreciation for working as part of a small, experienced team
• Effective communication skills with the ability to build meaningful relationships
• Willingness to pivot and jump in to help where needed

What We Offer

• Annual base salary range of $100,000-$140,000 based on qualifications and experience
• Discretionary bonus based on firm and individual goals up to 20% of salary
• Up to $1,000 per month reimbursement towards ICHRA health insurance plan
• 401k with 3% non-elective employer contribution, plus discretionary profit share
• PTO plan and paid stock market holidays