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Wealth Management Financial Consultant

Wealth Advisor: Fiduciary, Client-First Portfolio Guidance

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor to provide personalized investment advisory services. The role involves creating tailored financial plans, managing client portfolios, and fostering strong client relationships. Ideal candidates should have a Bachelor’s degree, 3+ years of advisory experience, and active FINRA Series 7 and 66 licenses. A competitive salary is offered along with a comprehensive benefits package including 401(k) matching, paid time off, and tuition reimbursement.
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