Premier Wealth Advisor - Personal Strategy - Tampa FL area
Core
Deliver high-touch, personalized financial planning and investment strategy for high-net-worth and ultra-high-net-worth households ($5M+ AUM) in the Tampa/Florida area.
Role type
Senior Wealth Advisor (Personal Strategy)
Builds
Personalized financial plans, investment strategies, and client relationships for elite private clients.
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, investment strategy, tax optimization, estate planning, relationship management, campaign execution, compliance monitoring, data analysis, portfolio presentation
Preferred skills
CFP certification, deep curiosity, proactive self-starter, strong situational awareness
Technologies
Salesforce, NetX360, Microsoft Office Suite
Responsibilities
Deliver personalized client experiences for $5M+ AUM clients, lead planning milestones and campaign outreach, manage ongoing communications and identify planning opportunities, provide tailored financial planning guidance, support investment strategy implementation, participate in monthly audit reviews, attend in-person client meetings.
Seniority
Senior, hands-on IC
