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Wealth Advisor: Client‑Focused & Licensing Path
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2025-12-30
Listing for:
Psychbilling
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Tampa seeks an Investment Counselor - Wealthbuilder to help clients achieve their financial goals. This role includes obtaining the Series 65 license, collaborating with a team, and working directly with clients to ensure they are on track with their investment strategy. The ideal candidate has 1+ years in client-facing roles and a Bachelor's degree. Fisher Investments offers a supportive training program and significant benefits including paid medical and 401(k) matching.
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