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Financial Advisor

Ascend Partner Firms
Location
Orlando, FL; Tampa, FL
Posted
19 days ago
Department
Other Advisory
What they actually want (must-haves)
  • Series 65 or Series 66 license
  • CFP or CFA designation (or a comparable industry designation)
  • Bachelor’s degree
  • In-depth knowledge of financial planning, investment markets, and economics
  • Demonstrated success in business development, with a significant book of business or clear evidence of having built a practice
  • Minimum 5 years of experience in financial services, including direct client relationship management
Nice to have
  • Experience with high-net-worth clientele
  • Background at an advisor-supporting firm, wirehouse, brokerage, or independent advisory
  • Comfort working alongside compliance, trading, account opening, and portfolio management operations teams
  • Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite
What the job really is

The Financial Advisor role at Saltmarsh involves expanding their Investment & Wealth Advisory practice in the Greater Tampa and Orlando markets. Advisors will manage and grow their own book of business while receiving operational support from the firm. Responsibilities include business development, client relationship management, and investment advisory, all while ensuring compliance with regulations.

Benefits
  • Competitive bi-weekly base salary paired with a revenue-sharing structure
  • Firm-paid CPE and support toward additional licensing and industry designations
  • Leadership opportunities within a practice that is actively expanding
  • Unlimited PTO
  • 11 firm-paid holidays
  • Major medical, dental, and vision insurance
Things to weigh
  • No salary listed
  • Role requires building relationships in-office, particularly early on
  • Candidates with non-compete or non-solicitation agreements are reviewed on a case-by-case basis
Job score3.6/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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