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

A leading financial services company based in Tampa seeks a dynamic Consultant/Coach to support financial advisors. This senior role involves building relationships, providing business coaching, and collaborating with internal teams. Ideal candidates will have at least five years of experience in the industry, possess FINRA Series 7 and 63 licenses, and demonstrate strong communication skills. The position offers opportunities for professional growth in a collaborative, innovative environment.

Qualifications

• Minimum 5 years of experience in the financial services industry.
• Strong communication skills and a high level of professionalism.
• FINRA Series 7 and 63 licenses required.

Responsibilities

• Build and maintain strong, trust-based relationships with financial advisors.
• Provide ongoing coaching on business development and practice management.
• Act as the primary liaison with partners across investment and technology.

Skills

Coaching

Relationship management

Business development

Communication skills

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