Senior Wealth Advisor
Tampa, Florida, United States, 33607
Experience: Experienced Professional (Non-Manager)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: NB/SRWealthadvisorFL
Date Posted: 04/18/2024
Shortcut: http://westport-one.jobs.mrinetwork.com/Re9wzJ
Senior Wealth Advisor
Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market.
They need a seasoned advisor to leverage their own internal & external network as well as leverage the company’s resources to pursue prospects by identifying future clients. They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. They are looking for someone that already has an established network in the Tampa market that is experienced with cultivating relationships and can leverage those relationships as well as the company’s existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations.
They hold a lot of value to professionals that are well educated holding certifications and will give preference to if holding the CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA. This is a salaried position plus bonus that is sales based commission plus other great benefits!
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SRWealthadvisorFL in the subject line.
- NO CALLS PLEASE
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