Senior Financial Advisor & Wealth Strategy Leader
TalentWealth
TalentWealth is seeking a Lead Financial Advisor to join a respected wealth management firm in Tampa. This advanced role focuses on independent client management, business development, and sophisticated financial planning. The ideal candidate should have deep technical expertise and excellent relationship management skills, along with the proven ability to operate autonomously. Responsibilities include managing client relationships, developing tailored financial strategies, and mentoring junior advisors. Qualifications include Series 65 and 5-8 years of experience in financial services. #J-18808-Ljbffr TalentWealth
Vacancy posted 4 days ago
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