Executive Wealth Advisor: Lead Clients
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-03-01
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A wealth management firm in Tampa, Florida, seeks experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree in finance or related fields, along with over 10 years of experience in financial planning or investment management. The role includes conducting client meetings, maximizing business development efforts, and collaborating on marketing strategies. Competitive benefits include generous 401k match, health coverage, and continuing education support.
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