Lead Financial Advisor - CFP | Client Growth & Strategy

JCW Group; Tampa (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

JCW Group in Tampa, FL seeks a Lead Financial Advisor to manage top-tier client relationships and oversee comprehensive financial planning. The role demands CFP certification and a track record as the main relationship manager, reporting to the firm’s President.

You will independently manage client reviews, qualify prospects, and coordinate plan updates with planning analysts. On-site role with opportunities to expand client relationships in a dynamic wealth-management environment.

Qualifications

• CFP certification required.
• Proven ability to manage high-net-worth client relationships.
• Strong ability to develop and implement comprehensive financial strategies.

Responsibilities

• Manage client relationships independently with annual and semi-annual reviews.
• Attend fit meetings to assess and qualify prospective clients.
• Develop and implement sophisticated financial strategies for clients.
• Coordinate updates to financial plans with Planning Analysts.
• Guide clients to support teams for service needs.
• Identify and pursue opportunities to deepen client relationships.

Skills

Client relationship management

Financial strategy development

Regulatory compliance knowledge

Education

Certified Financial Planner (CFP)

Job description

JCW Group in Tampa, FL seeks a Lead Financial Advisor to manage top-tier client relationships and oversee comprehensive financial planning. The role demands CFP certification and a track record as the main relationship manager, reporting to the firm’s President.

You will independently manage client reviews, qualify prospects, and coordinate plan updates with planning analysts. On-site role with opportunities to expand client relationships in a dynamic wealth-management environment.