Financial Advisor

2B+ Independent RIA

Overview

Dynamic and fast growing 2B+ AUM Wealth Management Firm serving high net worth clientele seeks a Financial Advisor to partner with the Founder in supporting the growth of the Tampa market.

Highlights

• Receive support in closing new business directly from the Founding Partner
• Extensive marketing budget that drives a continuous stream of warm leads and prospects
• Significant and above market payouts in perpetuity for self-sourced and firm generated leads
• Potential for a path to partnership
• Strong culture of teamwork, work life balance and personal and professional growth

Requirements

• Deeply rooted in the community with local COIs
• Proven business development skills from an external network required