Financial Advisor (CFP, CPA, CFA, or JD)

S Piper Staffing LLC; Tampa (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

S. Piper Staffing LLC in Tampa, FL seeks a Financial Advisor (CFP®, CPA, CFA, or JD) to serve high-net-worth clients with $3M+ in assets, delivering comprehensive guidance across wealth management, investment strategy, tax planning, retirement, and estate planning.

The role emphasizes client relationship ownership and collaboration with specialists to create tailored financial plans. The ideal candidate will have a Bachelor's degree, a credential (CFP®, CPA, CFA, or JD), 4+ years of experience,

Qualifications

• Bachelor's degree required.
• Must hold at least one credential: CFP®, CPA, CFA, or JD.
• 4+ years of experience in wealth management or financial advisory.
• Experience advising clients with $3M+ in assets.
• Strong communication and presentation skills.
• Proficiency with Microsoft Office.

Responsibilities

• Build and manage long-term relationships with high-net-worth clients.
• Develop and implement comprehensive financial plans.
• Analyze client portfolios and recommend investment strategies.
• Lead client meetings and communicate complex financial concepts.
• Collaborate with internal specialists to deliver coordinated advice.
• Oversee investment implementation and plan execution.
• Mentor junior team members.
• Maintain accurate client documentation and CRM records.

Skills

Client relationships

Financial planning

Investment analysis

Tax planning

Retirement planning

Estate planning

Mentoring

Education

Bachelor's degree

CFP® certification

CPA

CFA

JD

Tools

Microsoft Office

Job description

Financial Advisor (CFP®, CPA, CFA, or JD)

Employment Type: Full-Time, Permanent

Join a leading, rapidly growing wealth management firm where you’ll help high-net-worth individuals, families, and business owners navigate complex financial decisions and build long-term financial success.

As a Financial Advisor, you’ll serve as a trusted partner to clients with $3M+ in assets, providing personalized advice across wealth management, investment strategy, tax planning, retirement, and trust and estate planning. You’ll take ownership of client relationships, lead strategic planning conversations, and work alongside specialists to develop and implement comprehensive financial strategies tailored to each client’s goals. This is an opportunity to combine technical financial expertise with relationship building and make a meaningful impact on the clients you serve.

Key Responsibilities

• Build and manage long-term relationships with high-net-worth clients, serving as a trusted advisor and primary point of contact for their financial needs.
• Develop, present, and implement comprehensive financial plans covering investments, cash flow, retirement, tax-efficient strategies, trusts, estates, and closely held businesses.
• Analyze client portfolios and recommend investment strategies, asset allocation adjustments, and portfolio rebalancing aligned with clients’ goals.
• Lead client meetings, communicate complex financial concepts clearly, and guide clients through the implementation of recommended strategies.
• Partner with internal specialists across investment management, tax, and trust and estate planning to deliver coordinated, comprehensive advice.
• Oversee investment implementation, portfolio activity, and ongoing financial plan execution.
• Mentor junior team members and contribute to a collaborative, client-focused team environment.
• Maintain accurate client documentation and CRM records while managing multiple relationships and priorities.

Qualifications & Requirements

• Bachelor's degree required.
• Must currently hold at least one of the following credentials: CFP®, CPA, CFA, or JD.
• 4+ years of experience in wealth management, financial planning, financial advisory, or consulting within an RIA, wealth management or tax advisory firm, or Big Four accounting firm.
• 4+ years of direct experience advising high-net-worth clients with $3M+ in assets, including individuals, families, and closely held businesses.
• Strong knowledge of comprehensive financial planning, investment management, and tax-efficient wealth strategies, including retirement, trust, and estate planning.
• Excellent communication and presentation skills, with the ability to build lasting client relationships and explain complex financial concepts.
• Strong analytical and organizational skills, attention to detail, and the ability to manage competing priorities.
• A proactive, collaborative approach with a high level of integrity, professionalism, and accountability.
• Proficiency in Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
• Must be willing to work fully on-site in Tampa, Florida.