Wealth Advisor — Strategic Financial Planner

Saltee Co ^ Talent; Tallahassee (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Saltee Co ^ Talent is seeking a Wealth Advisor in the Tallahassee area to provide comprehensive financial planning, investment management and wealth-building strategies for individuals, families and business clients.

You will build strong, trust-based relationships, understand clients' financial goals and deliver personalized solutions with exceptional service. You will act as a strategic partner guiding clients through all aspects of their financial life.

Qualifications

• Minimum three years of similar or related experience.
• Preferred BS/BA in a relevant field and required FINRA licenses (Series 7/66).
• CFP designation preferred; life and disability insurance knowledge required.

Responsibilities

• Provide comprehensive financial planning and wealth management for individuals and business clients.
• Develop tailored investment strategies and ongoing advisory services.
• Build and maintain trust-based client relationships and ensure compliant service delivery.
• Collaborate with leadership to execute long-term growth strategies.

Skills

Interpersonal skills

Presentation skills

Conflict resolution

Relationship building

Education

BS/BA in relevant field

FINRA Series 7/66 licenses

Life & Disability insurance

CFP preferred

Job description

Saltee Co ^ Talent is seeking a Wealth Advisor in the Tallahassee area to provide comprehensive financial planning, investment management and wealth-building strategies for individuals, families and business clients.

You will build strong, trust-based relationships, understand clients' financial goals and deliver personalized solutions with exceptional service. You will act as a strategic partner guiding clients through all aspects of their financial life.