Financial Advisor

Walser Wealth Management; Tampa (FL); On-site; USD 75,000 - 180,000; Full time

Job summary

An established industry player is seeking a dedicated Director of Acquisitions to enhance client relationships and streamline financial planning processes. This role offers a unique opportunity to focus on what truly matters—helping clients achieve their retirement goals without the hassle of prospecting. With a steady flow of pre-qualified prospects and full operational support, you can thrive in a high-energy environment. If you are passionate about financial planning and client success, this is the perfect opportunity to maximize your income and make a meaningful impact in clients' lives.

Benefits

Medical Insurance

Vision Insurance

401(k) Plan

Qualifications

• 3+ years of experience in financial planning and wealth management.
• Exceptional ability to build trust and deliver compelling financial plans.

Responsibilities

• Focus on client meetings and financial planning without cold calling.
• Provide guidance to clients for successful retirement.

Skills

Financial Planning

Wealth Management

Retirement Income Strategies

Trust Building

Education

Series 65 License

Life & Health License

Job description

3 days ago Be among the first 25 applicants

Walser Wealth Management provided pay range

This range is provided by Walser Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $180,000.00/yr

Direct message the job poster from Walser Wealth Management

Director of Acquisitions | Talent, M&A, Special Projects

If you're tired of chasing leads and want to spend your time doing what you do best—building relationships, creating financial plans, and helping clients retire successfully—this opportunity was made for you.

At Walser Wealth, everything is set up so you can focus where you shine: client meetings, financial planning, and closing business. No cold calling. No marketing. Just a calendar full of qualified prospects who need your guidance.

You know you’re meant for more—and this is your moment.

What’s waiting for you:

• A steady flow of pre-qualified, retirement-focused prospects—every single week.
• Full operational support so you stay focused on client relationships.
• A competitive base salary plus a clear, uncapped path to six figures—and beyond.
• A high-energy, client-first environment where you can thrive and grow.

What you bring to the table:

• Series 65 license (or SEC-qualifying equivalent) and Life & Health license (or ability to obtain).
• 3+ years’ experience in financial planning, retirement income strategies, and/or wealth management.
• Exceptional ability to build trust, deliver compelling financial plans, and close business.
• A deep commitment to fiduciary excellence and putting clients first.

Why this opportunity is different:

• You won’t waste a minute prospecting—the firm’s proven marketing engine keeps your pipeline full.
• You will be the hero for clients at a critical moment in their lives, helping them retire with confidence.
• You will be backed by an innovative, rapidly growing firm that specializes in fee-based managed money and fixed-indexed annuities for the mass affluent.

This is not just another job. It’s the chance you’ve been waiting for—the one that lets you finally focus on what you love, maximize your income, and change lives.

Don’t miss out. Your next chapter starts here.

Apply now.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services, Investment Advice, and Insurance

Referrals increase your chances of interviewing at Walser Wealth Management by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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