Financial Advisor

BrokerHunter; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Full benefits package

Industry-leading training

Long-term career growth

Work-life balance

Job summary

BrokerHunter seeks an Investment Counselor in Tampa to serve a roster of high-net-worth clients. You will be the primary relationship manager, partnering with portfolio managers, research teams, client service associates, and a dedicated sales organization to deliver an exceptional client experience.

You’ll receive extensive training in capital markets and the firm’s proprietary investment philosophy, plus ongoing mentorship from leaders who’ve been in the role themselves.

Qualifications

• 2+ years of client-facing experience in financial services.
• Consultative, client-first mindset with strong communication skills.

Responsibilities

• Manage and deepen relationships with high-net-worth clients.
• Educate clients on portfolio strategy, investments, and market activity.
• Conduct proactive quarterly client reviews focused on long-term goals.
• Grow your client roster over time—with support from an internal sales team.

Skills

Client-facing experience

Communication skills

Job description

No Prospecting. No Cold Calls. Book of Business Provided.

Stop chasing leads and start focusing on what matters—your clients.

Our client is hiring Investment Counselors to support an established roster of high‑net‑worth clients. Since 1995, the firm has built a client‑first, fee‑only investment model with a clear separation between sales and client service—so you can do the work you were trained to do, without the pressure to sell.

The Role

As an Investment Counselor, you’ll be the primary relationship manager for U.S.-based private clients, partnering with internal portfolio managers, research teams, client service associates, and a dedicated sales organization to deliver an exceptional client experience.

You’ll receive extensive training in capital markets and the firm’s proprietary investment philosophy, plus ongoing mentorship from leaders who’ve been in the role themselves.

What You’ll Do

• Manage and deepen relationships with high‑net-worth clients
• Educate clients on portfolio strategy, investments, and market activity
• Conduct proactive quarterly client reviews focused on long-term goals
• Grow your client roster over time—with support from an internal sales team

What We’re Looking For

• 2+ years of client-facing experience in financial services
• Consultative, client-first mindset with strong communication skills

Locations

Tampa, FL

• Competitive base salary + bonus
• Full benefits package
• Industry-leading training and long-term career growth
• Strong culture with real work-life balance

Open Roles

• Investment Counselor (Series 65/66 required)