Florida Licensed Financial Advisor
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Job Summary
To support a growing practice, the remote Florida Licensed Financial Advisor will build and maintain client relationships, deliver financial advice, and manage complex portfolio strategies while working from home in the Tampa area.
Key responsibilities
- Establish and nurture long-term relationships with clients
- Partner with clients to develop personalized investment strategies and financial planning guidance
- Provide disciplined investment approaches and tax management strategies
Required qualifications
- Certified Financial Planner (CFP) designation required
- Series 7, 63, or 66 licenses (or the ability to obtain within 3 months)
- Three to five years of advisory experience, depending on the position level
- Experience managing a book of business with a focus on client satisfaction
- In-depth knowledge of financial planning and investment strategies
Complete Job Description
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