Tampa, FL
Wealth Manager

We are currently seeking qualified candidates to join our RIA Client in Tampa, FL as a Wealth Advisor.

The Wealth Advisor will serve act relationship manager and primary contact for a select group of existing clients.


• Work with members of the relationship management team to exceed client service needs and expectations.
• Communicate with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about investment philosophy and financial market information.
• Identify sales and referral opportunities from clients and business partners in order to exceed team sales goals.
• Interact with clients as the primary investment advisor.
• Manage investment portfolios to meet client goals and objectives.
• Work in a collaborative team environment.
• Participate in community and professional organizations in the St. Petersburg community.


• Minimum of 15 years in investment management services. Must have a track record showing employment stability.
• Bachelor’s degree and CFA or CFP designation is required; Master’s degree is a plus.
• Hunger, Humility, Passion
• Exceptional work ethic, integrity, team spirit and judgment.
• Effective written and verbal communication skills with the ability to present to clients, business partners and management.
• Strong client relationship management skills.