Associate Financial Advisor

JCW Group; Tampa (FL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

JCW Group in Tampa is seeking an Associate Financial Advisor on CFP track or with CFP to grow into the primary relationship manager. The role reports to the Lead Advisor and provides exposure to senior leadership.

Day-to-day responsibilities include answering complex financial planning questions under supervision, developing comprehensive strategies and detailed plans, supporting client relationships with guidance, and assisting in mining opportunities and expanding relationships.

Qualifications

• CFP track or CFP holder required.
• Experience in an Associate Advisor role preferred.
• Located in Tampa with 1–2 days per week in-office.

Responsibilities

• Answer complex financial planning questions under Senior Lead Advisor supervision.
• Develop comprehensive strategies and finish 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

Financial planning

Education

CFP certification in progress

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.