Wealth Advisor (Tampa) — Qualified Appointments On Calendar

Prevail Recruiting; Tampa (FL); On-site; USD 75,000 - 350,000; Full time

Job summary

Prevail Recruiting is seeking an experienced Financial Advisor to join a growing wealth management team in Tampa. You will engage qualified clients provided by an internal marketing and lead-generation platform, focusing on financial planning and wealth-management strategies rather than prospecting.

With 3+ years in advisory roles and Series 65/66 licensing, you can close new business and develop long-term client relationships, while leveraging ongoing guidance and seminars to educate clients.

Qualifications

• 3+ years of experience as a financial advisor or similar client-facing role.
• Active Series 65 or 66 licensing (or equivalent).
• CFP designation highly valued.
• Experience closing new client relationships and growing AUM.

Responsibilities

• Meet with qualified prospective clients provided through internal lead-gen.
• Conduct discovery to assess financial situation and goals.
• Develop and present financial planning and wealth-management strategies.
• Advise on investments, retirement income, estate, taxes, and insurance.
• Educate clients and communicate recommendations.
• Build trust and convert prospects into long-term relationships.
• Grow assets under management through new client acquisition.
• Develop ongoing advisory relationships and provide long-term guidance.
• Participate in educational presentations and seminars.

Skills

Client-facing advisory experience

Series 65/66 licensing

CFP designation

Consultative communication

Public speaking

Job description

Prevail Recruiting is seeking an experienced Financial Advisor to join a growing wealth management team in Tampa. You will engage qualified clients provided by an internal marketing and lead-generation platform, focusing on financial planning and wealth-management strategies rather than prospecting.

With 3+ years in advisory roles and Series 65/66 licensing, you can close new business and develop long-term client relationships, while leveraging ongoing guidance and seminars to educate clients.