Senior Financial Advisor Coach & Growth Strategist

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, 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