Financial Advisor Consultant (Tampa)
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 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor Consultant (Tampa) in Tampa, FL vacancy
$75k
...Financial Advisor – Qualified Appointments Provided Location: Tampa, FL Employment Type: Full-Time About the Opportunity We are partnering with a growing... ...for an experienced advisor who enjoys the consultative and relationship-building side of wealth...SuggestedFull timePrevail Recruiting
Tampa, FL1 day 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...SuggestedFull timeLocal area
Westshore Financial Group, Inc.
Tampa, FL1 day ago - ...direct position with Cetera Financial Group. Accepted applicants will... ...results-driven Financial Advisor to join us. If you're passionate... ...Building: Follow a consultative sales approach to build and manage... ...Location: Headquarters in Tampa, FL with branch locations serving...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
GTE Financial
Tampa, FL4 days ago - ...Please Note: OMNI Financial Services is a FLORIDA based company and... ...locations in Fort Myers, Orlando & Tampa. Please ensure you have the... ...we own a business solutions consulting firm that enables us to... ...for an experienced Registered Advisor or advanced sales professionals...SuggestedFull timeLocal area
OMNI Financial Services
Tampa, FL4 days ago - ...Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers... ...individuals to join our dynamic team in Tampa, Florida. The Financial Professional...SuggestedFull timeStart working todayRemote work
Equitable Advisors
Tampa, FL4 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, FL4 days ago $100k - $140k
...independent wealth management firm located in the Rocky Point area of Tampa, FL. Our firm is celebrating our 41st year of business... ...As we continue to grow, we are looking to add an experienced Financial Advisor to join our team and become an important part of the future...Full timeTalentLink Solutions
Tampa, FL1 day 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 Financial Advisors
Tampa, FL4 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...Permanent employmentFull timeWork at officeLocal areaFlorida Financial Advisors
Tampa, FL4 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...Full time
Prudential Advisors
Tampa, FL4 days ago $100k
Florida Financial Advisors provides the ability to create your own financial success by helping... ...their progress over time Provide ongoing consultation and support Features of this position... ...00. Visit our website at Location: Tampa, FL Seniority Level Entry level...Permanent employmentFull timeWork at officeLocal area- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ..., you have 2+ years of experience working as a Financial Advisor.A proven and successful sales track record.You have an active...Local areaImmediate startRemote workRelocation
- ...The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Tampa Role Summary As a Financial Representative, you will work with current and prospective clients in your community...Full time
$15k
...We’re looking for an ambitious Recruitment Consultant to join our growing US Financial Technology team in Tampa. You’ll specialize in the US trading technology market, working with leading hedge funds, proprietary trading firms and market makers, predominantly across...Full timeWork at officeOscar
Tampa, FL4 days ago- ...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider... ...and guidance.Merrill's Financial Advisors and Wealth Management Client Associates... ...business knowledge by using a defined consultative approach to systematically identify client...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Tampa, FL5 days ago - ...Title: Oracle Apps Finance Techno-Functional Location: Tampa, FL (Onsite 3days/week) Primary Skills Strong Technical and Functional... ...Project Accounting. Oracle Apps Finance Techno-Functional Consultant Tampa, FL (Onsite 3days/week) Full-Time Job...Full time
Programmers.io
Tampa, FL4 days ago - ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$67.5k - $99k
...regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide... .... As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest... ...Fund Accountant, Private Equity in our Tampa, Florida office. The qualified individual...Full timeWork at officeWorldwideMUFG Investor Services
Tampa, FL4 days ago- ...treating clients like family. Role Description Oxford Advisory Group is seeking a motivated and relationship-driven Financial Planning Advisor to join our growing wealth management team. This is a client-facing role responsible for managing existing client...Base plus commissionFull time
Oxford Advisory Group
Tampa, FL4 days ago - ...Job:Data Security Analyst Location: Tampa FL(Onsite) Job Type: || Full time|| Job Title: Data Security Process Improvement analyst This individual will collaborate across technology and business teams to assess current processes, support new initiatives...Full time
Programmers.io
Tampa, FL4 days ago - PNC Financial Services Group, Inc. is seeking a Personal Banker at the Citrus Park branch in Tampa, Florida. You will acquire and deepen the branch customer base while delivering exceptional service and guidance on financial choices. You will engage customers through proactive...
- Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will... ...to Work for by American Banker, a top workplace by both the Tampa Bay Business Journal and Tampa Bay Times, and one of the Best Places...Full timeContract workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ## Financial Relationship Banker - Tampa Two UrbanApply: Office: Tampa, FL: Full time: Posted Today: R0076539# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ## Financial Relationship Banker - Tampa CarrollwoodApplyremote type: Officelocations: Tampa, FLtime type: Full timeposted on: Posted Todayjob requisition id: R0074799# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team environment...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading... ...? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. With competitive compensation,...Remote work
Vanguard Group, Inc.
Tampa, FL2 days 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, FL1 day ago - ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Saltmarsh is a client-focused RIA managing approximately $400 million... ..., estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard,...Full timeWork at officeLocal area
Ascend Together
Tampa, FL2 days ago $24 - $27 per hour
...Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating... ...goals. Pay Range: $24.00 - $27.00 per hour Location: Tampa, FL Flexibility to work one of the following shifts, Monday...Hourly payImmediate startMonday to ThursdayFlexible hoursShift workUniversal Technical Institute
Tampa, FL1 day ago$70k
Personal Banker - To $70K - Tampa, FL - Job # 3565 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...in loan sales, application processing, and loan closing at a financial institution Knowledge of credit bureau reports and liaising...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Consultant (Tampa). Be the first to apply!
Related searches
- oracle cloud financials consultant Tampa, FL
- senior wealth advisor Tampa, FL
- financial advisor training program Tampa, FL
- project finance associate Tampa, FL
- financial consultant Tampa, FL
- financial associate Tampa, FL
- entry level financial advisor Tampa, FL
- junior oracle financial functional consultant Tampa, FL
- jde finance consultant Tampa, FL
- financial planner Tampa, FL