Financial Advisor Consultant
Full-time
Social Capital Resources
Top Tier Independent Broker-Dealer is seeking a Consultant/ Coach!
This Tampa-based independent broker dealer is dedicated to empowering financial advisors and elevating the client experience. They offer a collaborative, high-impact environment where every team member’s work truly matters. You’ll work closely with firm leadership and be part of a team that values growth, innovation, and meaningful advisor relationships.
Position Overview:
Seeking a dynamic, relationship-driven Consultant/ Coach to support and develop the network of financial advisors. In this senior-level role, you will serve as a coach, consultant, and strategic partner to help advisors strengthen their businesses, improve operational efficiency, enhance their growth strategies, and better serve their clients.
This role is ideal for someone who is energized by people, passionate about the financial services industry, and enthusiastic about coaching others to excel. The position offers significant opportunities for personal and professional development within a growing organization.
Key Responsibilities:
- Build and maintain strong, trust-based relationships with financial advisors across the field.
- Provide ongoing coaching on business development, marketing, technology, branding, profitability, and practice management.
- Act as the primary liaison with product and service partners across investment, insurance, and technology platforms.
- Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
- Collaborate closely with internal teams and firm leadership to advance advisor success initiatives.
Qualifications:
- A strong coach who genuinely enjoys helping others grow and improve.
- Minimum 5 years of experience in the financial services industry.
- Background in relationship management, practice consulting, business development, or financial planning preferred.
- FINRA Series 7 and 63 licenses required.
- Comfortable with public speaking and periodic travel (3–5 trips per year).
- Strong communication skills and a high level of professionalism.
Vacancy posted 6 minutes ago
Similar jobs that could be interesting for youBased on the Financial Advisor Consultant in Tampa, FL vacancy
- ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...and results-driven Financial Advisor to join us. If you're passionate about... ...& Relationship Building: Follow a consultative sales approach to build and manage a strong...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
Cetera Financial Group
Tampa, FL4 days ago $70k - $200k
...strong salesperson, recruiter, fundraiser, or natural network builder, you may have more of the skills to become a successful financial advisor than you realize. This opportunity offers uncapped earning potential, more ownership over how you work, and the chance to...SuggestedFull timeLocal areaRelocationNorthwestern Mutual
Tampa, FL2 days ago$100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need... ...helping them track their progress over time Provide ongoing consultation and support FFA is different from other firms for...SuggestedPermanent employmentFull timeWork at officeLocal areaFlorida Financial Advisors
Tampa, FL3 days ago- ✨ Experienced Financial Advisor – Florida Market | Prudential Advisors Prudential Advisors is seeking an Experienced Financial Advisor to support and grow our established client base throughout the Florida market . If you're looking for an opportunity to elevate...SuggestedFull time
Prudential Advisors
Tampa, FL6 minutes ago - ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
Bankers Life
Tampa, FL6 minutes ago $60k
...preferred (e.g. CFP, ChFC, CRPC, etc.) • Minimum of 5 years of financial planning, investment advisory, or wealth management experience... ...Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service the...Base plus commissionPermanent employmentFull timeInsight Global
Tampa, FL2 days ago$100k
...At Ignite Financial Advisors, we’re looking for motivated individuals ready to build rewarding careers as financial advisors. This role... ...maintain strong client relationships over time Provide ongoing consultation and support as clients’ needs evolve What We Provide...Permanent employmentFull timeIgnite Wealth Management
Tampa, FL4 days ago$75k
...Financial Advisor – Qualified Appointments Provided Location: Tampa, FL Employment Type: Full-Time About the Opportunity... ...excellent opportunity for an experienced advisor who enjoys the consultative and relationship-building side of wealth management , has...Full timePrevail Recruiting
Tampa, FL4 days ago- ...Financial Advisor Full-Time | Hybrid | Tampa | Orlando | Sarasota | Ft Lauderdale Westshore Financial Group Inc., a boutique financial planning firm based in Tampa, FL, is expanding its team! Supported by the resources of The Guardian Life Insurance Company...Full timeLocal area
Westshore Financial Group, Inc.
Tampa, FL3 days ago $150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote workAQI Services LLC
Tampa, FL13 hours ago- ...A leading wealth management firm in Tampa is looking to hire a Lead Financial Advisor. An ideal candidate will have prior experience being the main relationship manager to clients and will be holding their CFP. This position reports directly to the firm's President....Work at office
JCW Group
Tampa, FL2 days ago $130k
...Certified Financial AdvisorTampa, USAUp to $130,000/ yearBuilds and maintains relationships with clients. Delivers financial advice and... ...institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the...Remote workHackajob
Tampa, FL2 days ago- ...Company Description Financial Professional – The Sjoberg Group ~ Are you passionate about helping others achieve financial success? Do you thrive in a competitive, growth-oriented environment where teamwork and integrity are valued? If so, The Sjoberg Group is looking...
Jobrapido
Tampa, FL3 days ago $65k - $75k
...Position Title: Financial Advisor A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees... ...into new client relationships while maintaining a consultative, client-first approach Build and maintain strong long-...Work at officeBoutique Recruiting
Tampa, FL2 days ago$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...Local areaRemote workRelocationThe Well
Tampa, FL4 days ago- ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Elevate your career at Saltmarsh! Saltmarsh... ...planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent...Full timeWork at officeLocal area
Saltmarsh, Cleaveland & Gund
Tampa, FL2 days ago - ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Tampa, FL3 days ago $50k - $60k
...Job Full Description Financial Advisor - CFP Required Tampa FL, Compensation: Base salary $50,000-$60,000 + uncapped... ...Team collaboration and adaptability Sales closing and consultative communication Benefits Package ~2 weeks paid time...Full timeLocal areaMonday to FridayExpress Employment Professionals Defunct
Tampa, FL11 hours ago- ...Certified Financial Advisor Apply ( locations Tampa, FL time type Full time posted on Posted 30+ Days Ago job requisition id 180780 Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial...Full timeRemote work
Vanguard
Tampa, FL1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Tampa, FL2 days ago$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This...Staffing In Motion
Tampa, FL2 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Tampa, FL5 days ago- ...Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in Tampa, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include...Full timeTraineeship
Florida Financial Advisors
Tampa, FL3 days ago - ...Description Please Note: \n OMNI Financial Services is a FLORIDA based company and... ...Additionally, we own a business solutions consulting firm that enables us to provide advanced... ...are looking for an experienced Registered Advisor or advanced sales professionals (tech,...Local area
OMNI Financial Services
Tampa, FL27 days ago - Join a forward-thinking financial services firm where your work truly matters. As a financial advisor, you will empower clients to achieve financial clarity and security through purpose-based advice and tailored solutions. Enjoy the flexibility to manage your schedule while...
$61k - $250k
Northwestern Mutual in Tampa, Florida, is seeking a Financial Advisor to help clients achieve their financial goals through strategic planning. This role allows individuals to build their practices with support from award-winning training programs while enjoying performance...- Ignite Financial Advisors in Tampa is seeking motivated individuals to start rewarding careers as financial advisors. You will help clients gain financial clarity while building your own path to long-term success. You’ll work with a mentor, develop personalized marketing...
$61k - $250k
Northwestern Mutual is hiring Financial Advisors in Tampa, Florida. This unique opportunity allows you to start a business helping clients achieve their financial goals. As an advisor, you will manage and grow your client base, develop personalized financial plans, and...- OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni... ..., we own a business solutions consulting firm that enables us to provide advanced... ...are looking for an experienced Registered Advisor or advanced sales professionals (tech, medical...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Consultant. Be the first to apply!
Related searches
- associate corporate finance Tampa, FL
- senior financial advisor Tampa, FL
- oracle financial functional consultant Tampa, FL
- estate planning consultant Tampa, FL
- entry level financial advisor Tampa, FL
- project finance associate Tampa, FL
- financial counselor Tampa, FL
- financial advisor associate Tampa, FL
- senior wealth advisor Tampa, FL
- oracle cloud financials consultant Tampa, FL