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Wealth Advisor: Close, Consult & Leads
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-01-01
Listing for:
Sandy Morris Financial and Estate Planning Services, LLC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A financial services firm in Tampa is seeking a Financial Advisor to facilitate client meetings and guide them through their financial decisions. This role provides warm leads with no prospecting required and emphasizes teamwork, client-centered service, and professional development. Ideal candidates will be licensed, with a strong knowledge of financial products, and have 5-15 years of advising experience. Competitive compensation is available based on performance and experience.
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