Jobs
>
Tampa

    Financial Advisor - Tampa, United States - BrokerHunter

    BrokerHunter
    BrokerHunter Tampa, United States

    4 weeks ago

    Default job background
    Description

    No Prospecting, No Cold-Calls, Book of Business Is Provided

    Stop prospecting Come join our clients' firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

    The Opportunity:

    As an Investment Counselor, you are the voice of the company to clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing the compensation structure aligns with the clients' best interests without relying on commissions. Through their unique training program, our client offers an elevated finance and capital markets education to understand the firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

    The Day-to-Day:

    Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events

    Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals

    Rely on internal sales team to gradually build your roster of high-net-worth clients within the first year

    Your Qualifications:

    2+ years of instilling trust and building client relationship within the finance industry

    Series 65 (we will help you obtain upon starting)

    Bachelor's degree or equivalent work experience

    A thoughtful consultative approach with an emphasis on client focus

    Full-time Investment Counselor positions in Camas WA, Tampa, FL and Plano, TX

    They are actively hiring Series 66 or 65 licensed candidates for the following roles:


    • Investment Counselor


    • Portfolio Counselor


    • VP of Inside Sales

    Our client offers a competitive base salary plus bonus along with a full benefits package. This is an excellent opportunity with room for long term career growth, great culture, exceptional training, etc.

    If you meet these requirements and would like to be considered for these opportunities please Apply today

  • OMNI Financial Services

    Financial Advisor

    1 week ago

    OMNI Financial Services Tampa, United States

    **Local candidates only - this is a sales & commission based opportunity. Only serious applicants, please · Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with l ...

  • Herzing University

    Financial Aid Advisor

    4 weeks ago

    Herzing University Tampa, United States Full time

    If you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please clickto log in to UKG/UltiPro and then navigate to Menu > Myself > ​My Company > ​ View Opportunities to apply using the i ...

  • CPS

    Salaried Financial Advisor

    4 weeks ago

    CPS Tampa, United States

    Tampa , FL · Posted: · 03/27/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · ME · Pay Rate: · Base $65k - $80k (possibly more) · Remote Friendly: · Experience: · Job Description · Are you tired of commission? You obtained your FINRA licenses a ...

  • Morgan Stanley

    Financial Advisor

    2 weeks ago

    Morgan Stanley Tampa, United States

    Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationshi Financial Advisor, Sales, Adv ...

  • OMNI Financial Services (CO)

    Financial Advisor

    3 weeks ago

    OMNI Financial Services (CO) Tampa, United States

    (Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligenc ...

  • Insight Global

    Financial Advisor

    4 weeks ago

    Insight Global Tampa, United States

    One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the c ...

  • Morgan Stanley

    Virtual Client Financial Advisor

    2 weeks ago

    Morgan Stanley Tampa, United States

    Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Stanley - VCS you'll have the ...

  • Prudential Financial

    Experienced Financial Advisor

    4 weeks ago

    Prudential Financial Tampa, United States

    Prudential Advisors is looking for an experienced financial professional in the Tampa FL area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the too ...

  • Concorde Career Colleges

    Financial Aid Advisor

    2 weeks ago

    Concorde Career Colleges Tampa, United States

    Overview · Financial Aid Advisor - Concorde Career CollegeAre you a passionate advocate for students success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us ...

  • Suncoast Wealth Solutions

    Financial Advisor

    3 weeks ago

    Suncoast Wealth Solutions St. Petersburg, United States

    Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida. · If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is ...

  • Equitable Advisors LLC

    Entry Level- Financial Advisor

    1 week ago

    Equitable Advisors LLC Tampa, United States

    Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...

  • Atria Wealth Solutions

    Financial Advisor

    6 hours ago

    Atria Wealth Solutions Pasco, United States

    Job Description · Job DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Pasco, WA area. · Company Descriptio ...

  • The Judson Group

    Senior Financial Advisor

    2 weeks ago

    The Judson Group Clearwater, United States

    Reference Number: HRJ7320Location: Clearwater, FloridaJudson Group has been retained by a nationally recognized RIA in the search for a · Senior · Financial Advisor . This individual will take on a client-facing lead role with financial planning and investment management respon ...

  • LPL Financial

    Financial Advisor

    2 weeks ago

    LPL Financial Riverview, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Suncoast Credit Union in Riverview, FL would allow you to join Sunco ...

  • Transamerica Financial Services

    Financial Advisor/Client Services Associate

    2 weeks ago

    Transamerica Financial Services Tampa, United States

    Job Description · Job Description · Job description · Position Overview: · We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded ...

  • Suncoast Credit Union

    Financial Advisor

    4 weeks ago

    Suncoast Credit Union Riverview, United States

    Overview: · Compensation: Base salary of $48,000 plus commission · Location: Hillsborough County with frequent local travel · The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members fina ...

  • Phoenix Industries

    Financial advisor

    4 weeks ago

    Phoenix Industries Riverview, United States

    We are looking for a financial advisor (m/f/d) in full-time or part-time for our branch in Hildesheim. · This is how you support us and our customers · You fulfill the wishes of our customers in personal consultations and expand existing customer relationships · With your holi ...

  • Suncoast Wealth Solutions

    Financial Advisor

    3 weeks ago

    Suncoast Wealth Solutions St Petersburg, United States

    Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida. · If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is ...

  • Suncoast Wealth Solutions

    Financial Advisor

    4 weeks ago

    Suncoast Wealth Solutions St Petersburg, United States

    Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida. · If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this i ...

  • GENNEX Resourcing

    Financial Advisor

    4 weeks ago

    GENNEX Resourcing Safety Harbor, United States

    We are looking for a seasoned financial advisor looking for a fresh start where there are no sales managers, no monthly quotas, no proprietary products and the freedom to offer your clients the products and services most suitable to them, we may be the change you are seeking. Wha ...