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
- ...Senior Underwriter / Portfolio Manager Location: Tampa, FL About American Pride Bank Inc American... ..., creating pathways for generational wealth, growing local economies, and... ...risk oversight, and support portfolio strategy within a community banking environment...SeniorLocal areaFlexible hours
- ...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
- Portfolio Management The Portfolio Manager optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing... ...accounts to maintain a specific investment strategy or to reach an investment objective. Determines...Senior
$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- ...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. You...SeniorWork at office
- Utility Portfolio Planner I, II, or Senior Company: Peoples Gas System State and City: Florida - Tampa Shift: 8 Hr. X 5 Days Shape the future of... ...of natural gas supply, demand forecasting, and trading strategy. This role blends energy market analysis, data modeling,...SeniorContract workTemporary workWork experience placementShift workDay shift
- Title: Utility Portfolio Planner I, II, or Senior Company: Peoples Gas System State and City: Florida - Tampa Shift: 8 Hr. X 5 Days 2 Openings... ...financial, regulatory, and operational factors. Oversee strategies to enhance short and long‑term demand forecasting. Coordinate...SeniorContract workTemporary workWork experience placementShift workDay shift
- ...Search is seeking an experienced Financial Advisor with CFA designation in Tampa, Florida, to join a growing wealth management team. The role involves... ...delivering sophisticated financial planning and investment management strategies to high-net-worth clients. The ideal...Senior
- ...Senior Portfolio Engineer – Fixed Income We're partnering with a leading global investment manager seeking an experienced fixed income investor to play a key role in portfolio construction, strategy development, and investment decision‑making across a multi‑billion‑dollar...
$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- ..., Tampa, Florida; or Office, Dallas. IT Portfolio Manager Key Responsibilities and Essential... ..., and dependencies; optimize mitigation strategies and report escalations with clarity.... ...profit sharing; backup dependent care; senior care planning support. Paid holidays and...Contract workTemporary workWork 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
- ...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
- ...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
- ...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
- ...Sequoia Financial Group Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in... ...management, retirement planning, tax strategies, estate planning, risk... ...of a nationally recognized fiduciary wealth management firm....Work at officeRemote work
$170k - $200k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...financial planning, investment management, business management... ...Advisors is an independent fiduciary legally bound to act in our... ...here. Job Summary: The Wealth Strategy team is part of our Wealth Solutions...Temporary workWork at officeLocal areaFlexible hoursAfternoon shift$159k - $305k
...Senior Lead Commercial Banking Portfolio Manager Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio... ...the company and serve as an expert advisor to leadership. Make decisions... ...outside activities or personal investing; affected employees will be expected...SeniorWork experience placement- 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
- ...growing high net worth client relationships. This role includes building a talented team to meet client needs and handling complex wealth management issues. The ideal candidate will have over 10 years of experience and possess exceptional relationship management skills...Senior
- Gilder Search Group is seeking a Private Wealth Advisor in Tampa, Florida, to guide clients through wealth and estate planning, investments, and banking. The ideal candidate will have 8+ years in dealing with High and Ultra High Net Worth clients and possess a Bachelor...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
- ...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
$100k - $120k
...As the leading end‑to‑end investment platform for single ‑family rental... ...for helping investors build wealth through real estate with cutting... ...review, variance analysis, portfolio expansion and dispositions.... ...aligned with their investment strategy Review portfolio performance...SeniorLocal areaRemote workHome officeVisa sponsorship- 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
- Fisher Investments in Tampa is seeking a Senior Portfolio Engineer focused on fixed income strategies. In this critical role, you will collaborate with teams to develop and implement portfolio ideas while supporting investment decisions across various strategies. The ideal...Senior
- ...expanding Tampa office. This role involves serving as the primary contact for high-net-worth clients, offering a full suite of investment and wealth management services. The ideal candidate will have over 8 years of experience in relationship management and a solid...SeniorWork at office
- ...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
- TalentWealth is seeking a Wealth Management Advisor for their office in South Tampa, Florida. In this pivotal role, you will manage client relationships, provide comprehensive financial planning, and coordinate client services. The ideal candidate will have a bachelor's...SeniorWork at office
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