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Wealth Planning Advisor — Client-Focused Investing

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Talon Wealth
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Tampa, FL is seeking an Investment Advisor to develop and manage client portfolios and create customized financial plans. The role entails providing tailored investment recommendations and delivering exceptional customer service while maintaining strong relationships with clients. Ideal candidates will possess a bachelor's degree in finance or economics, along with relevant certifications like CFP or CFA.

This full-time position emphasizes teamwork and effective investment strategy implementation.
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