Senior Wealth Advisor & Client Strategy Lead

Fractional Family Office Inc; Tampa (FL); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Sick days

Company holidays

Professional development

Job summary

Fractional Family Office Inc. seeks a Senior Advisor to own the client relationship for a select set of high-net-worth business owners. You will advise on investments, tax strategy, entity structure, and insurance, coordinating with your team to deliver on every promised outcome.

You start with an assigned book and grow the practice by adding clients as the firm expands. Location is in Tampa; relocation is acceptable within a month.

Qualifications

• Bachelor’s degree and the CFP® designation are required.
• 5+ years of experience working with business owners in the financial services space are required.
• Active Series 65 or Series 66 license is required.
• Candidates must be located in Tampa or willing to relocate within the next month.

Responsibilities

• Own the advisory relationship for assigned clients, including quarterly and annual planning.
• Own the annual roadmap for each client and decide what goes into each quarter.
• Recommend tax strategies, entity structures, investments, and insurance coverage with clear reasoning.
• Coordinate with CPAs, attorneys, and other professionals for client strategies.
• Direct and supervise the support team to ensure client commitments are fulfilled.
• Identify additional services across insurance, investments, tax, entities, and estate.

Skills

Client advisory

Wealth planning

Relationship management

Accountability

Strategic thinking

Education

Bachelor’s degree

CFP® designation

Tools

WealthBox

Job description

Fractional Family Office Inc. seeks a Senior Advisor to own the client relationship for a select set of high-net-worth business owners. You will advise on investments, tax strategy, entity structure, and insurance, coordinating with your team to deliver on every promised outcome.

You start with an assigned book and grow the practice by adding clients as the firm expands. Location is in Tampa; relocation is acceptable within a month.