Ownership-Driven Financial Advisor for Wealth Growth

Saltmarsh; Tampa (FL); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Revenue-sharing

CPE support

Leadership opportunities

Unlimited PTO

11 firm-paid holidays

Medical insurance

Dental and vision

Employer-paid life insurance

Long-term disability

401(k) with profit sharing

Equity program

Job summary

Saltmarsh, a fiduciary RIA, is seeking an experienced Financial Advisor to own a growing book of business in the Tampa/Orlando region. You will leverage an independent platform with reduced product pressure and a compensation model tied to your practice growth.

Join a team of CPAs and CFAs delivering integrated investment planning, estate coordination, and tax strategy, while enjoying operational support and a clear path to leadership within a rapidly expanding wealth advisory practice.

Qualifications

• Bachelor’s degree required; Series 65/66 license; CFP or CFA designation preferred.
• Minimum 5 years in financial services with direct client relationships.
• Proven track record of asset gathering and client retention.
• Strong communication and presentation skills; ability to explain complex financial concepts clearly.

Responsibilities

• Develop and manage a significant book of business with high-net-worth clients.
• Collaborate with CPAs and firm leadership to generate referral opportunities.
• Deliver comprehensive financial planning and investment advisory services.
• Ensure compliance with SEC, FINRA rules, and internal policies.

Skills

Financial planning

Investment knowledge

Client relationship management

Business development

Communication skills

Education

Bachelor’s degree

Series 65

Series 66

CFP or CFA designation

Tools

Portfolio management software

CRM systems

Microsoft Office

Job description

Saltmarsh, a fiduciary RIA, is seeking an experienced Financial Advisor to own a growing book of business in the Tampa/Orlando region. You will leverage an independent platform with reduced product pressure and a compensation model tied to your practice growth.

Join a team of CPAs and CFAs delivering integrated investment planning, estate coordination, and tax strategy, while enjoying operational support and a clear path to leadership within a rapidly expanding wealth advisory practice.