Certified Financial Planner

At TalentWealth Recruiting, we partner with premier independent wealth management firms across the country to connect exceptional professionals with outstanding career opportunities. Our client, a highly respected independent, fee-only Registered Investment Advisor (RIA) in Tampa, Florida, manages more than $500 million in client assets and is seeking an experienced CFP® Professional / Relationship Manager (Lead Advisor II) to join its growing advisory team. In this role, you will serve as the primary advisor for a dedicated group of high-net-worth clients, delivering sophisticated, comprehensive financial planning while cultivating long-term client relationships. Unlike many advisory positions, this opportunity is centered on providing exceptional advice and client service—not transactional asset gathering. This position offers a clear path toward senior advisory leadership and is ideal for an advisor ready to expand their impact within a collaborative, planning-first environment. As a Lead Advisor II, you will operate with a high degree of autonomy, leading complex client engagements, developing advanced planning strategies, and contributing to the firm's continued growth through thoughtful business development initiatives. You will also collaborate closely with Senior Lead Advisors, provide strategic guidance on client matters, and mentor junior advisory team members as they continue to develop their careers. Essential Duties and Responsibilities Work independently with clients to model complex financial needs Develop comprehensive strategies and implement sophisticated solutions Attend fit meetings to assess and qualify prospective clients Retain and manage seeded B&C clients with full responsibility Manage client relationships independently including annual and semi-annual reviews Oversee the update of financial plans in coordination with Financial Planning Analysts Guide clients to CSA (Client Service Associate)for appropriate service needs Advanced Investment Management Maintain extensive knowledge of firm model portfolios Master eMoney financial planning system for complex analysis Understand alternative investments and client placement processes Analyze portfolios collaboratively with Chief Investment Officer team Sophisticated Planning & Case Management Oversee comprehensive financial plans for B&C tier clients Develop PODs (Points of Discussion) for client presentations Finalize investment talking points for client meetings Assist in sophisticated estate planning strategies and implementation Process Improvement & Client Solutions Address complex client needs independently without Senior Advisor direction Identify internal process issues and recommend operational solutions Reduce client friction through proactive problem identification and resolution Work effectively with internal team around all client needs Communicate expectations clearly and effectively to team members Support complex planning clients through coordinated team efforts Mentor Lead Advisor I team members in advanced techniques and strategies Business Development & Growth Execute all Lead Advisor I responsibilities plus advanced business development Develop 10% of NNM (Net New Money) from internal book of business and 5% from external connections and networking Handle inbound fit meetings independently to qualify and onboard prospects Qualifications Bachelor’s degree or higher 5-8 years of progressive financial services experience Series 65 certification Second advanced designation: CEPA, EA, CFA, or equivalent Experience with goals-based planning software (ex. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint #J-18808-Ljbffr