Associate Financial Advisor: Grow into Relationship Manager

JCW Group; Tampa (FL); Hybride; USD 55 000 - 75 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

CFP track

Financial planning

Formation

CFP certification in progress

Description du poste

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.