Financial Advisor Consultant

Social Capital Resources; Tampa (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid maternity leave

Vision insurance

Job summary

Social Capital Resources, a Tampa-based independent broker-dealer, is seeking a dynamic Consultant/Coach to support and elevate its network of financial advisors. The senior role focuses on coaching, consulting, and strategic partnership to help advisors grow their businesses and better serve clients.

You will build relationships across product and service partners, deliver guidance on practice management, marketing, and growth strategies, and collaborate with firm leadership to advance advisor

Qualifications

• A strong coach who genuinely enjoys helping others grow and improve.
• Minimum 5 years of experience in the financial services industry.
• Background in relationship management, practice consulting, business development, or financial planning preferred.
• FINRA Series 7 and 63 licenses required.
• Comfortable with public speaking and periodic travel (3–5 trips per year).
• Strong communication skills and a high level of professionalism.

Responsibilities

• Build and maintain strong, trust-based relationships with financial advisors across the field.
• Provide ongoing coaching on business development, marketing, technology, branding, profitability, and practice management.
• Act as the primary liaison with product and service partners across investment, insurance, and technology platforms.
• Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
• Collaborate closely with internal teams and firm leadership to advance advisor success initiatives.

Skills

Relationship management

Coaching

Business development

Public speaking

Job description

Social Capital Resources provided pay range

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

Base pay range

$100,000.00/yr - $150,000.00/yr

Top Tier Independent Broker-Dealer is seeking a Consultant/ Coach!

This Tampa-based independent broker dealer is dedicated to empowering financial advisors and elevating the client experience. They offer a collaborative, high-impact environment where every team member’s work truly matters. You’ll work closely with firm leadership and be part of a team that values growth, innovation, and meaningful advisor relationships.

Position Overview:

Seeking a dynamic, relationship-driven Consultant/ Coach to support and develop the network of financial advisors. In this senior-level role, you will serve as a coach, consultant, and strategic partner to help advisors strengthen their businesses, improve operational efficiency, enhance their growth strategies, and better serve their clients.

This role is ideal for someone who is energized by people, passionate about the financial services industry, and enthusiastic about coaching others to excel. The position offers significant opportunities for personal and professional development within a growing organization.

Key Responsibilities:

• Build and maintain strong, trust-based relationships with financial advisors across the field.
• Provide ongoing coaching on business development, marketing, technology, branding, profitability, and practice management.
• Act as the primary liaison with product and service partners across investment, insurance, and technology platforms.
• Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
• Collaborate closely with internal teams and firm leadership to advance advisor success initiatives.

Qualifications:

• A strong coach who genuinely enjoys helping others grow and improve.
• Minimum 5 years of experience in the financial services industry.
• Background in relationship management, practice consulting, business development, or financial planning preferred.
• FINRA Series 7 and 63 licenses required.
• Comfortable with public speaking and periodic travel (3–5 trips per year).
• Strong communication skills and a high level of professionalism.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Benefits: (inferred)

• Medical insurance
• 401(k)
• Paid maternity leave
• Vision insurance