Sr. Financial Planner
Growing Financial firm offering Financial planning and wealth management services for individuals and corporations. We are looking for individuals to join our firm who are successful in Relationship Management and exceptional client services. These clients are individuals and family groups with net worth between $500K and $10MM. The position resides in Tampa.
Responsibilities & Requirements:
Meeting Preparation & Follow up on Financial, Investment Management, Operational Execution & Reporting.
Acquired Series 6,7, Series 63 Licenses
Communicate directly with High Net Worth clients confidently and Professionally
CERTIFIED FINANCIAL PLANNER (CFP) designation or related coursework preferred
5 years experience in the financial services field
Bachelor's degree required, Finance or Accounting preferred
Proven Business development experience, existing book of business
exceeding $10mm of AUM
Experience in developing and managing effective asset management and financial planning relationships.
Salary plus commission plan commensurate with experience
Health,dental and vision insurance, group term life and long term disability, a medical and dependent care expense reimbursement account, a 401 K plan and an employee assistance program.
Collaborative environment encourages colleagues to teach and share information throughout the firm and allows for professional challenge and growth.
If interested please forward your resume to us for consideration