This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes the highest paid employee at the firm $85,000-$120,000 + discretionary bonuses. However, realistically new hires should expect to start on the lower end of the compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000). Benefits: 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k matching.
Financial Advisor • Tampa, FL, United States
This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a... Show more
Wholesale Relationship Administrator.Partners with one or more Bankers to proactively grow and maintain all aspects of the client relationship while ensuring alignment with Wholesale Banking deposi... Show more
Investment Counselor Wealthbuilder.Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to de... Show more
Blue Fig USA is an authorized independent retailer of Cricket Wireless with corporate headquarters in Orlando, FL.With over 90 locations throughout the state, Blue Fig champions the corporate missi... Show more
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL.Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) Experience level: Associate Exp... Show more
Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 10,000 of the industry's brightest talent drive our efforts to ... Show more
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 more
Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market.They need a seasoned professional to leverage their own internal & external net... Show more
Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat... Show more
Maus Automotive Group is seeking experienced, driven Service Advisors to join our growing service teams across all four dealership locations.If you thrive in a fast-paced environment, enjoy working... Show more
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services.At Sequoia, we exist with a sin... Show more
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Managem... Show more
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 more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
Come join our GTE Financial team! At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us.If you're passionate about helping people achieve their financia... Show more
Financial Advisor Grow Financial Federal Credit Union.Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to c... Show more
Financial Professional Opportunity.Financial Professional to join our team in the Tampa Bay area to work plan sponsor relationships in the education market.This position will be responsible for 403... Show more
Responsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds cl... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more
