Senior Financial Advisor

Job overview

The Senior Financial Advisor role is onsite in Tampa, FL; compensation is not specified, though the posting describes a competitive payout structure. The role supports a wealth management team serving high-net-worth clients. The advisor provides comprehensive planning and investment guidance while deepening client relationships and growing a practice through referrals and networking. The position is designed to let an experienced producing advisor focus on strategic advice, portfolio growth, and client service with operational support.

What you'll do

• Provide fee-based wealth planning, estate strategies, and investment management to high-net-worth individuals and families
• manage and deepen client relationships
• grow the practice through referrals and networking
• use wealth technology and AI tools to support workflow, portfolio analysis, and client experiences.

What we're looking for

Skills & competencies

senior financial advisor

tampa fl

mannyfesting miracles

wealth management

financial planning

high-net-worth clients

investment management

estate strategies

client relationships

portfolio growth

series 7

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, retirement, and equity or growth incentive options
• dedicated operational, compliance, and paraplanning support.

Why this role

Dedicated back-office, compliance, and paraplanning support; integrated AI tools; lead-generation resources; customizable transition options; health, retirement, and equity or growth incentive options.

About the employer

Mannyfesting Miracles LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.