Financial Advisor & Sales Opportunities-National Wealth Management Platform

Financial Advisor & Sales Opportunities-National Wealth Management Platform

Overview

A well-established national wealth management platform is expanding and seeking experienced financial professionals across multiple advisor and sales roles.

These opportunities are ideal for individuals who want to operate in a structured, well-supported environment with access to strong resources, qualified lead flow, and long-term career growth.

Location: Tampa, FL (also open to other locations based on role)

Job Type: Full-Time Compensation: $85,000 – $200,000

annually Base salary + incentive-based compensation (bonus and/or commission)

Open Roles

Regional VP of Sales (External)

• High-net-worth client focus
• Qualified lead flow provided
• Emphasis on client acquisition and relationship development

Financial Services VP of Sales (Inside Sales)

• Team-based, structured environment
• Focus on inbound opportunities and client conversion

Portfolio Counselor

• Blend of onboarding and consultative work
• Work with warm prospects and existing client relationships

Investment Counselor (Advisor Alternative)

• Work with an existing high-net-worth client base
• No prospecting required
• Focus on portfolio guidance and long-term client relationships

WealthBuilder Investment Counselor (Entry-Level Advisor Alternative)

• Client-facing advisory role with training provided
• Focus on financial planning and client education
• Hybrid flexibility available after the first year

Compensation (Entry-Level Role Example)

• Base salary starting around $85,000
• Performance-based bonuses (semi-annual)
• Total compensation potential around $105,000 annually

Ideal Background

• Experience in wealth management, advisory, or client-facing financial services
• Strong communication and relationship-building skills
• Series 65 or 66 preferred (or willingness to obtain)
• CFP, CFA, or similar designations are a plus

What You Can Expect

• Competitive base salary with performance-driven upside
• Strong internal support and infrastructure
• Clear career progression and development opportunities

Next Steps

If you’d like to learn more, feel free to schedule a quick, confidential conversation here:
https://calendly.com/anna-brokerhunter/fisher-15mins

You can also send your resume to [email protected] or call (470) 964-6080 ext. 103.