Financial Advisor

Job overview

The Financial Advisor role is full-time and onsite in the Tampa or Orlando, FL office; the listing location is Orlando. Compensation is not specified, though the posting describes a competitive bi-weekly base salary plus revenue sharing tied to the book of business. The role supports Saltmarsh’s growing Investment & Wealth Advisory practice.

What you'll do

• Develop business through networking, referrals, community involvement, and firm partnerships
• manage and grow a book of business
• serve as primary contact for high-net-worth clients
• conduct client reviews
• coordinate investment, planning, estate, and tax-aware solutions
• develop financial plans
• collaborate on investment strategy and portfolio construction
• present recommendations
• maintain compliant records
• and work with advisory, portfolio, compliance, and client-service colleagues.

What we're looking for

Skills & competencies

financial advisor

wealth management

investment advisory

financial planning

client relationships

business development

orlando fl

tampa fl

saltmarsh

series 65

series 66

cfp or cfa

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive bi-weekly base salary with revenue sharing, firm-paid continuing professional education, licensing and designation support, unlimited paid time off, 11 firm-paid holidays, medical, dental, vision, and employer-paid life insurance.

Why this role

Requires a Series 65 or Series 66 license, CFP or CFA designation or comparable designation, bachelor’s degree, and at least five years of financial-services experience. Workplace flexibility may be offered after one year at the supervisor’s discretion.

About the employer

Ascend Partner Firms is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.