Anywhere One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide comprehensive and holistic financial planning services. Additionally, will host dinner seminars to bring on HNW-UHNW prospects. Cultivate and sustain current relationships with the firm, while leveraging our resources to bring in new business.
Required Skills & Experience
* Min. 5 years of hands-on financial planning or similar professional experience in an investment, wealth management, environment
* Willing to work in the office, client-facing.
* Experience managing HNW clients (1-10m range)
* Experience with tax and estate planning.
* CFP or CRPC preferred or goal to obtain within 2 years.
* Comfortable with public speaking and hosting dinner seminars
* Strong network in Tampa/Largo/St Pete
* Experience with MoneyGuidePro, Nitrogen, Orion preferred.
* Experience with custodians: Fidelity, Goldman Sachs, Schwab
* Growth mindset
* Knowledgeable of the Markets and Economies
* Knowledge of various asset classes: Stocks, Bonds, Alternatives, insurance products
* Knowledge of investment vehicles: Mutual Funds, ETFs
* Currently holds series 66 (63 & 65 in lieu of 66)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.