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Financial Consultant Financial Advisor Financial Services

Wealth Planner & Investment Advisor

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: The Perillo Group
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A dynamic financial services firm in Tampa is seeking an experienced Financial Advisor to provide financial guidance and investment advice to clients. This role involves conducting thorough financial analyses, developing personalized financial plans, and providing recommendations on investments. The ideal candidate has a Bachelor's degree in Finance or a related field and preferably holds a CFP or CFA designation. Excellent interpersonal skills and a passion for client success are essential.
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