Senior Wealth Advisor
Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned professional to leverage their own internal & external network as well as leverage the companies resources to pursue prospects by identifying future clients. They are targeting the mass affluent, high net worth, and ultra-high net worth clientele.
They are looking for someone that already has an established COI network in the Tampa market that is experienced with cultivating relationships and can leverage those relationships as well as the companies existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations. They hold a lot of value to professionals that are well educated holding certifications and will give preference to if holding the CFP, CFA, CIMA, CWS, MBA, JD, LLM, ATFA, CTFA, CAIA, CPWA, or CPA. This is a salaried position plus bonus that is sales based commission plus other great benefits!
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