Associate Financial Advisor

JCW Group; Tampa (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JCW Group in Tampa, FL seeks an Associate Financial Advisor on CFP track or CFP holder to grow into the primary relationship manager. Reports to Lead Advisor and gains exposure to senior leadership.

Role focuses on complex financial planning, strategy development, and expanding client relationships under supervision, with some in-office days in Tampa.

Qualifications

• Prior experience in an Associate Advisor role is preferred.

Responsibilities

• Answer complex financial planning questions with Senior Lead Advisor supervision.
• Develop comprehensive strategies and complete detailed financial plans.
• Support client relationships with Senior Advisor guidance and oversight.
• Assist Senior Advisor in mining client opportunities and relationship expansion.

Skills

CFP track

Client relationships

Job description

A leading wealth management in Tampa is looking to hire an Associate Financial Advisor. This position is ideal for someone on CFP track or already holding their CFP who's looking to grow into being the primary relationship manager. This role reports into the firm's Lead Advisor and will get great exposure to all senior leadership.

Day to day you will:

• Answer complex financial planning questions with Senior Lead Advisor supervision.
• Develop comprehensive strategies and complete detailed financial plans.
• Support client relationships with Senior Advisor guidance and oversight.
• Assist Senior Advisor in mining client opportunities and relationship expansion.

Prior experience in a similar Associate Advisor role is preferred. This role will be in the firm's Tampa office 1-2 days per week.