Senior Investment Advisor - Fiduciary Wealth & Portfolio Strategy
Capital-Investment-Advisors
Capital-Investment-Advisors is looking for an experienced Investment Advisor to join our Tampa team. The ideal candidate should be self-motivated and passionate about helping clients achieve their financial goals. Responsibilities include attracting new clients, implementing investment plans, and providing comprehensive financial planning. Applicants need a Bachelor’s degree in Finance, at least 6 years of investment management experience, and relevant licenses. Our firm offers a supportive environment committed to employee growth. #J-18808-Ljbffr Capital-Investment-Advisors
- ...position for an analyst focusing on commercial real estate loans. The role involves preparing credit analyses, monitoring real estate portfolios, and collaborating with relationship managers. A Bachelor’s degree and 5-10 years experience in underwriting commercial loans are...SeniorFull time
- ...relationships with clients while managing various wealth planning aspects, including cash flow analysis and investment strategies. The ideal candidate should possess at least... ...journeys. A successful sales history in fiduciary planning and asset management is essential. #J...Senior
$114k - $165.3k
...addition to the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role... ...to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement,... ...objectives, and engage with clients on portfolio, market, and economic discussions....Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$127.31k - $243.34k
...impact, join us! As a dedicated Credit Risk Analyst Senior, you will use quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite....SeniorWork at officeRelocation packageFlexible hours- ...Corning is seeking a Product Leader in Tampa, FL, responsible for driving the commercial success of the interior and exterior product portfolio. This role involves strategic direction, product development, and lifecycle management. The ideal candidate will have 10+ years in...Senior
- ...together. As a Sr. Manager, Wealth Advisor within Schwab Wealth... ...based, and non-discretionary investment advisory solution, providing... ...lives of clients, working as a fiduciary within a dedicated Schwab... ...manage their more complex portfolios and achieve their goals....SeniorWork at office
- SunTrust Investment Services, Inc. in Tampa, Florida is seeking an experienced fiduciary services professional. The candidate will manage a portfolio of Wealth trust accounts, providing fiduciary advice and oversight. Responsibilities include collaborating with client...Senior
- ...facilities and commercial real estate product types (retail, office, multi‑family, lodging, industrial, ALF/senior living, etc.). Monitor the real estate portfolio, including periodic review and analysis of financial information, identification of negative trends, and...SeniorFull timeWork at office
$150k - $250k
...Fixed Income Portfolio Manager Department: Investments Employment Type: Full Time Location: Tampa, FL Compensation... ...and municipal fixed income strategies across our centralized investment... ...oversee pricing and execution Support advisor education and compliance alignment...Full timeRemote workMonday to FridayFlexible hoursAfternoon shift$10k
...Come join our firm as an Investment Counselor for a... ...of a typical Financial Advisor. Now is your opportunity... ...partner with our internal portfolio decision-makers,... ...commitment to being a fee-only fiduciary firm, you'll... ...our top-down portfolio strategy, their investments and...Work experience placementWork at officeWork from home- ...primary relationship advisor for high net worth... ...ultra-high net worth wealth clients. Responsible... ...mortgage, planning, investment, trust and fiduciary services, and insurance... ...quality, compliant portfolio of relationships. *... ...or in tandem with a senior credit advisor. *...Full timePart timeWork at officeLocal areaShift workDay shift
- ...Group is a growing Registered Investment Advisor (RIA), headquartered in... ...offering financial planning and wealth management services. We... ...CFA, CFP or CPA; Securities Portfolio Manager. CFP Achieved.... ...solutions to problems, devise strategies, and propose solutions. Self...Work at officeImmediate start
- ...right insurance and investment strategies for clients to guide... ...the way. A successful advisor has typically reached... ...services, and discretionary portfolio management solutions.... ...as a part of its wealth management and... ...fingerprint records. Seniority level Seniority level...Full timeWork at office
- ...Wealth Advisor Serve as primary relationship advisor for high... ...credit, mortgage, planning, investment, trust and fiduciary services, and insurance... ...high quality, compliant portfolio of relationships. Using sound... ...and/or in tandem with a senior credit advisor. *...Work at officeLocal area
- Senior Private Banker page is loaded## Senior... ...$2,000,000 in investable assets. Provides deposit... ..., Insurance, Wealth Planning, and Equity... ...Wealth Management Advisor.* Demonstrates... .... estate planning strategies, concentrated stock... ...asset quality of loan portfolio through managing...SeniorWork at office
- A leading financial institution seeks a Wealth Advisor to manage relationships with high net worth clients in Tampa. The role requires extensive experience in wealth management, excellent interpersonal and sales skills, and the ability to provide personalized financial...Senior
- ...Associate Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio... ...CFP, CFP, CFA Securities portfolio manager Bachelor's degree... ...financial profiles and strategies and communicate issues, opportunities...Work at officeImmediate start
$185k - $215k
U.S. Bank is seeking a PWM Private Wealth Advisor in Tampa, FL. This role involves managing high net worth client relationships and building a team to meet client needs. Candidates should have over 10 years of experience in wealth management and a relevant degree. The...Senior- A regional financial services company in Florida is seeking a Portfolio Manager to provide analytical support for commercial real estate loans. The role involves preparing credit analyses, monitoring loan portfolios, and ensuring comprehensive documentation for credit approval...SeniorFull time
- At Capital Investment Advisors (CIA), we strive to help clients reach their... ...financial advisory and portfolio management firm headquartered... ...has been providing financial strategy and management tailored to... ...financial and lifestyle goals. As fiduciaries, our Investment Advisors...Local area
- ...Senior Wealth Advisor Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market... ...as the companies existing referrals sources by selling investment and trust services to individuals and families with complex...Senior
$71.55k - $89.45k
...matters to them, wherever they are in life.The New Development Portfolio Manager is responsible for an assigned territory providing... ...reporting, and partners with Property Operations for cost saving strategies. Serves as a local representative of the company in each community...Hourly paySeasonal workWork at officeLocal areaFlexible hours- ...specialized private investment firm focused on the large... ...three complementary strategies: (i) private credit,... ...material long‑term wealth creation opportunity... ...‑time people and 40+ Senior Advisors / Operating Partners.... ...Position Description Portfolio Company Oversight Assist...SeniorFull timeImmediate start
- A leading financial institution is seeking a highly experienced professional for fiduciary management in Tampa, Florida. The role involves administering various Wealth trust accounts, providing fiduciary advice, and ensuring compliance with regulations. Candidates must...Senior
- Activated Insights in Tampa, Florida, is hiring a Senior Product Manager to shape the future of their product portfolio. This role involves defining product strategy, managing the product lifecycle, and leading cross-functional teams to drive successful product initiatives...SeniorRemote jobFull time
- A leading healthcare solutions firm is seeking a Senior Director of Product Management to oversee its core product portfolio, including EHR and Patient Engagement platforms. This role involves defining product strategy in collaboration with engineering, managing the product...SeniorRemote job
- FinTrust Connect is seeking a Commercial Real Estate Portfolio Manager/Credit Analyst to support a growing CRE lending platform in Tampa, FL. This role involves underwriting, annual reviews, and portfolio management for commercial real estate relationships. Ideal candidates...
- Fidelity Investments Inc. is seeking a Wealth Planner in Tampa, Florida, focused on building deep client relationships and providing personalized wealth strategies. Key responsibilities include co-creating investment plans, implementing wealth management processes, and...Senior
- The Symicor Group recherche un Portfolio Manager/Credit Analyst pour gérer un portefeuille de prêts SBA et USDA à Tampa. Dans ce rôle, vous serez le contact principal pour les clients, assurant un service exceptionnel et une gestion rentable des relations. Vous devrez poss...
- About the job CRE Portfolio Manager / Credit Analyst -Tampa, FL FinTrust Connect has partnered with a well-capitalized regional banking... ...credit presentations and underwriting packages Work closely with senior analysts and team leads on portfolio management activities...Work at office
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