Senior Wealth Advisor & Client Strategy Lead

Fractional Family Office LLC; 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 (16–22 days per year)

Sick days (7)

Paid company holidays

Professional development

Job summary

Fractional Family Office LLC is seeking a Senior Advisor to own client relationships and lead advisory work for a select group of clients in Tampa. You will manage planning, investments, insurance, tax strategy, and entity structure while coordinating with a capable team to deliver on every promise.

With a required Bachelor's degree, CFP designation, and Series 65/66, you will lead annual roadmaps, make strategic recommendations, and drive growth as the firm expands.

Qualifications

• Has built a book of business and wants to spend time advising clients
• Is intrapreneurial and able to build within the firm
• Strong wealth planning knowledge with business owners
• Single point of accountability for outcomes
• Able to see the full client picture and plan ahead
• Drives projects to completion with minimal hand-holding
• Relates complex ideas clearly to business owners

Responsibilities

• Own advisory relationship for assigned clients with quarterly/annual planning meetings
• Lead annual client roadmaps and quarterly sequencing
• Recommend tax strategies, entity structures, investments, and insurance with clear rationale
• Provide investment opportunities with clear reasoning to clients
• Coordinate with CPAs, attorneys, and other professionals
• Direct and review the support team’s work for clients
• Identify additional services and earn referrals
• Make introductions to sales team and manage onboarding
• Monitor relationship health and client retention
• Expand book with consistent high standards
• Document all interactions in WealthBox

Skills

Business ownership advisory

Relationship management

Wealth planning knowledge

Clear communicator

Strategic thinking

Leadership

Education

Bachelor's degree

CFP® designation

Series 65 or Series 66 license

Tools

WealthBox

CRM software

Job description

Fractional Family Office LLC is seeking a Senior Advisor to own client relationships and lead advisory work for a select group of clients in Tampa. You will manage planning, investments, insurance, tax strategy, and entity structure while coordinating with a capable team to deliver on every promise.

With a required Bachelor's degree, CFP designation, and Series 65/66, you will lead annual roadmaps, make strategic recommendations, and drive growth as the firm expands.