Associate Financial Advisor
JCW Group
A leading wealth management in Tampa is looking to hire an Associate Financial Advisor. This position is ideal for someone on CFP track or already holding their CFP who's looking to grow into being the primary relationship manager. This role reports into the firm's Lead Advisor and will get great exposure to all senior leadership.
Day to day you will:
- Answer complex financial planning questions with Senior Lead Advisor supervision.
- Develop comprehensive strategies and complete detailed financial plans.
- Support client relationships with Senior Advisor guidance and oversight.
- Assist Senior Advisor in mining client opportunities and relationship expansion.
Prior experience in a similar Associate Advisor role is preferred. This role will be in the firm's Tampa office 1-2 days per week.
Vacancy posted 2 days ago
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