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Financial advisor Jobs in Tampa, FL

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Financial advisor • tampa fl

Last updated: 2 days ago
  • Promoted
Financial Advisor

Financial Advisor

Ameriprise FinancialTampa, FL, US
Full-time +1
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemTampa, FL, US
Full-time
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Coastal WealthTampa, FL, US
Full-time
About the job Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within ...Show moreLast updated: 30+ days ago
  • Promoted
Virtual Client Financial Advisor

Virtual Client Financial Advisor

E-TRADETampa, FL, US
Full-time
Virtual Client Financial Advisor.Location_formattedLocationLong : .Show moreLast updated: 30+ days ago
Investment Counselor (Financial Advisor Alternative)

Investment Counselor (Financial Advisor Alternative)

Fisher InvestmentsTampa, FL, United States
Full-time
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

NYL-Jian GuanTampa, FL, US
Full-time
We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team.You'll be responsible for developing and implementing your own initiatives and aggre...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

ThriventTampa, FL, US
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people y...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Pinellas County, FL

Financial Advisor - Pinellas County, FL

Corebridge FinancialTampa, FL, US
Full-time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Skanska USATampa, FL, US
Full-time
Skanska is searching for a dynamic Financial Analyst.This is a great opportunity to start a career with a company that builds things that matter and values its team. We are proud to share our cultur...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

QinetiQ USTampa, FL, US
Full-time
We are a world-class team of professionals who deliver next generation technology and products in robotic and autonomous platforms, ground, soldier, and maritime systems in 50+ locations world-wide...Show moreLast updated: 30+ days ago
Voya Financial Advisor Tampa

Voya Financial Advisor Tampa

Voya FinancialTampa, Florida, USA
Full-time
Financial Professional to join our team in the.This position will be responsible for 403(b) / 457 enrollment retirement and investment strategies and participant education and seminars.Qualified cand...Show moreLast updated: 13 days ago
Financial Advisor

Financial Advisor

Lifetime Recruiting StrategiesTampa, Florida, USA
Full-time
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Financial Advisor

Financial Advisor

Northwestern MutualTampa, FL, US
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Liberty JobsTampa, FL
Full-time
Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded.As a Financial Advisor, you'll be an essential member of our team, providing clien...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncTampa, Florida,US
Full-time
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaTampa
Full-time
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - Bilingual English / Spanish Preferred

Financial Advisor - Bilingual English / Spanish Preferred

GTE FinancialTampa, FL, US
Full-time
Come join our GTE Financial team!.At GTE Financial, we're looking for an experienced and results-driven.If you're passionate about helping people achieve their financial goals and have a strong tra...Show moreLast updated: 17 days ago
Financial Advisor - Agent

Financial Advisor - Agent

New York Life - TampaTampa, FL, US
Full-time
Financial Advisor - Agent in Tampa, FL, US : Are you a finance enthusiast keen on making a tangible impact? We are on the lookout for a creative individual with robust analytical skills and exceptio...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor I

Financial Advisor I

Amerant BankTampa, FL, US
Full-time
Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment services. The Financial Advisors(FA-IC I) maintains a highly dedicated...Show moreLast updated: 12 days ago
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Financial Advisor

Financial Advisor

Ameriprise FinancialTampa, FL, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!

We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses / credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

  • Attend and engage in coaching and training led by the leadership team and established advisors.
  • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
  • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
  • Schedule and conduct financial planning and advice meetings with clients and client prospects.
  • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
  • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
  • Build a book of business as a stand-alone Ameriprise Financial advisor.
  • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
  • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

  • 3+ years of work experience with a proven track record of success.
  • Have a network of personal and professional contacts within the local area that you may engage for referrals.
  • Showcase a background in building strong relationships and delivering superior client service.
  • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
  • Ability to obtain required licenses within 150 days of hire :
  • o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)

    o State Securities (Series 63 or Series 66)

    o State IAR (Series 65 or Series 66)

    o State Life, Health Insurance and Variable Products lines

    Preferred Qualifications

  • Four-year college degree, or equivalent
  • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
  • Willingness and desire to be part of a coaching relationship and peer learning environment.
  • Proven track record of continued success in all industries and careers including, but not limited to :
  • Accountants
  • Attorneys
  • Bankers
  • CERTIFIED FINANCIAL PLANNER™ professionals
  • Community leaders
  • Consultants
  • Entrepreneurs
  • Fundraisers
  • Insurance agents
  • Military personnel
  • Professional athletes
  • Real estate agents and developers
  • Risk managers
  • Sales and marketing professionals
  • Teachers and educators
  • About Our Company

    We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

    Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

    Full-Time / Part-Time

    Full time

    Exempt / Non-Exempt

    Non-Exempt

    Job Family Group

    Sales

    Line of Business

    AAG Ameriprise Advisor Group