Financial Advisor

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Belleair Wealth Management is a fee-based, fiduciary wealth management firm located in Belleair Bluffs, Florida. We provide a holistic approach to wealth management that assists our clients in achieving their financial goals and building a legacy that aligns with their objectives. Our mission is to guide our clients through the maze of financial alternatives, provide clear objective advice, and manage their investment expectations and risk relative to their financial goals.

Are you an ambitious Financial Advisor looking to take your career to new heights? Belleair Wealth Management is thrilled to announce that we are expanding our team and seeking an established Financial Advisor to join us!

At Belleair Wealth Management, we are committed to supporting independent advisors who are passionate about expanding their business. Our unique business model is designed to empower their entrepreneurial spirit by providing the necessary resources to preserve and enhance their independence.

This is a full‑time role for an Independent Financial Advisor
. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment, and financial advisory services to clients. The role is located in Belleair Beach, FL, with flexibility for remote work.

We pride ourselves on our commitment to excellence, client‑centric approach, and a supportive work environment that fosters growth, success, and independence. As a member of our team, you'll have access to our network of resources, including technology, marketing, and back‑office support.

Why choose Belleair Wealth Management?

• Access to a wide range of investment products and solutions
• Limitless possibilities for growth
• Collaborative and inclusive culture that promotes innovation

• Established, transferable book of business
• At least 5 years of experience as a Financial Advisor
• Strong analytical and problem‑solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Series 66, 63, or 65 licenses are required

• Mid‑Senior level

• Full‑time

• Finance and Sales
• Industries:
  Investment Management

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