Jobs at Wealth Advisors of Tampa Bay

The Manager, Program Management role supports disaster recovery and housing initiatives across Central and West Florida within a global advisory firm. Key responsibilities include overseeing project compliance with federal CDBG-DR regulations, providing technical guidance to clients on eligibility and procurement, and developing program policies and solicitation documents. The position appeals to candidates seeking impactful work that directly aids community resilience, offering a culture centered on individuality, meaningful connections, and professional advancement. The role is based in the Tampa Bay or Orlando area and provides opportunities for growth within an Employee Stock Ownership Plan environment.

The Customer Success Manager role at Symmetry Partners focuses on fostering high-value relationships with Registered Investment Advisors while driving adoption of the Axiom platform. Key responsibilities include conducting comprehensive platform training, developing tailored business strategies for client growth, and providing consultative support on portfolio design and marketing plans. The position requires a trusted advisor approach to help clients optimize operations and achieve sustained practice expansion. This opportunity appeals to professionals seeking a strategic, high-touch environment where they can leverage wealth management expertise to directly impact client success. The role reports to the Vice President of Platform Sales and Advisor Success.

This senior-level Investment Consultant role serves as the lead coordinator for a Private Wealth Advisor team within the sales organization. The position focuses on orchestrating business operations, managing client service models, and overseeing team compensation and workflow. Key responsibilities include supervising support professionals, guiding strategic business initiatives for asset growth, facilitating efficient decision-making for advisors, and managing client onboarding and investment strategy implementation. The role offers the appeal of working within a globally recognized firm that emphasizes a collaborative culture, diversity, and comprehensive employee benefits. It provides significant opportunities for professional growth and leadership within a supportive environment dedicated to client success.

The Senior Financial Representative role within the Wealth Advisors Group supports mass affluent investors through virtual and phone-based interactions. Key responsibilities include maintaining a book of over 120,000 clients, conducting comprehensive financial planning to address tax, estate, and investment needs, and executing consultative sales strategies to deepen client relationships. The position requires strong collaboration across departments to ensure operational compliance and risk mitigation. This opportunity appeals to candidates seeking a career in a fast-paced, innovative environment that prioritizes employee development and a unified mission. The role is based onsite in Lynnwood, Washington, offering a supportive culture where employees can make a tangible impact on clients' financial futures.

The Senior Wealth Management Client Account Services Associate role supports multiple Wealth Advisors within Zions Bancorporation's Salt Lake City office. Key responsibilities include managing complex client account activities such as cash movements and transfers, utilizing Salesforce Financial Services Cloud for accurate documentation, and providing mentorship to peers while driving operational efficiency. The position appeals to candidates seeking a collaborative environment recognized as a top workplace, offering strong professional growth through continuous training and a culture that values autonomy and shared purpose. The role is based on-site in downtown Salt Lake City.

This Vice President role within J.P. Morgan's U.S. Private Bank focuses on delivering high-level investment solutions to qualified purchaser clients. The position involves conducting investment reviews to validate client objectives, developing investment policy statements, and advising on asset allocation strategies. Key responsibilities include closing sales of complex investment products, coordinating with Capital Advisors and Trust Officers, and providing guidance to junior staff members. The role appeals to experienced professionals seeking a collaborative environment where they can leverage an entrepreneurial mindset to deepen client relationships and advance their careers. Candidates will work alongside talented colleagues across various functions to drive business growth while adhering to strict compliance standards.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

This full-time inside sales role involves advising self-employed small business owners and individuals on affordable benefit solutions and business services. The position requires strong communication skills, CRM proficiency, and the ability to conduct web demos and sales presentations to match clients with tailored portfolios. The role appeals to career-minded individuals seeking a high-growth environment with a mission-driven culture focused on helping others. Key benefits include access to company-generated leads, performance-based incentives, and a clear path to ownership within the organization. The position is based on-site for local candidates only and operates in a fast-paced setting that rewards significant effort and adaptability.

The Trust Relationship Specialist role is an operational fiduciary administration position within the Private Wealth team at Capital Group. The specialist partners with Trust Officers and advisors to manage trust and estate relationships, handling client onboarding, executing compliant fiduciary activities, and coordinating workflows across internal and external partners. Key responsibilities include interpreting trust provisions, maintaining accurate account administration, and communicating complex processes clearly to clients and stakeholders. The position appeals to candidates seeking a culture that values authenticity, diversity, and belonging, offering generous time-off, flexible work options, and robust professional development resources. This full-time role supports a mission-driven environment where associates can lead full lives while contributing to long-term client success.

The Private Client Investment Associate role at J.P. Morgan Wealth Management in Bellevue supports Private Client Advisors by delivering operational, marketing, and administrative services. Key responsibilities include facilitating account openings and investment trades, managing client relationship reviews, and ensuring compliance with risk management and regulatory requirements. This position offers the opportunity to work within a leading financial services firm that prioritizes diversity, inclusion, and employee well-being. The role provides access to comprehensive benefits, professional development resources, and a collaborative team culture focused on helping clients achieve their financial goals.

This full-time Capital Markets Business Analyst role within the Business Enablement Operations team at Zions Bancorporation focuses on supporting the trade lifecycle for commodity derivatives and interest rate products. Key responsibilities include managing trade capture, confirmations, settlements, and P&L reconciliation while investigating breaks and ensuring compliance with regulatory standards. The position requires collaboration with front office, risk, and technology teams to drive process improvements and system enhancements. The role offers a dynamic environment within a premier financial services company, providing opportunities for professional growth, comprehensive benefits including health coverage and tuition reimbursement, and a collaborative culture that values operational excellence.

This Vice President role within J.P. Morgan Asset & Wealth Management focuses on cross-asset derivative solutions for the Private Bank. The specialist develops and executes strategies across equities, FX, commodities, and rates while building strategic relationships with advisors in the US and Latin America. Key responsibilities include engaging clients to discuss market views, collaborating with traders to execute transactions, and creating educational materials to support sales efforts. The position offers the appeal of working with a global leader in wealth management, providing opportunities to influence business strategy and engage with high-net-worth clients. The role requires specialized expertise in OTC derivatives and structured products, with a focus on managing market risks and maintaining compliance within a dynamic international environment.

This role serves as a Wealth Advisor Consultant within Schwab Advisor Services, focusing on the strategic Ultra High Net Worth (UHNW) offering. The position involves acting as a trusted advocate for independent registered investment advisors by delivering consultative engagement to uncover unique client needs and goals. Key responsibilities include leveraging specialized wealth management capabilities to tailor solutions, articulating differentiated value to help advisors distinguish their practices, and driving strategic growth within the RIA community. The role is appealing due to its focus on high-impact relationship building, the opportunity to champion a visible strategic initiative, and a supportive culture that empowers professional growth. The position requires on-site work four days a week at locations in Westlake, Texas, or Orlando, Florida.

The Client Associate role within Wells Fargo Advisors' Wealth and Investment Management team supports Financial Advisors by managing essential service and operational activities. Key responsibilities include handling client inquiries via phone and correspondence, facilitating account information requests, scheduling appointments, and executing administrative tasks such as preparing forms and maintaining regulatory files. The position serves as a liaison for referral sources and ensures accurate record-keeping to support client relationship growth. This opportunity appeals to candidates seeking a dynamic environment where they can develop expertise in financial services while contributing to a culture that prioritizes strong customer relationships and compliance. The role is based on-site in Wayne, Pennsylvania.

This role within J.P. Morgan Wealth Management supports Private Client Advisors in Jacksonville by handling operational, marketing, and administrative functions. Key responsibilities include facilitating account openings and investment trades, assisting with client relationship building and wealth planning, and ensuring strict compliance with risk management and regulatory procedures. The position requires active Series 7, SIE, and Series 66 licenses. The opportunity appeals to candidates seeking to contribute to a leading financial firm's mission of helping clients achieve their goals. It offers a collaborative team environment with access to comprehensive benefits, professional development resources, and a culture that values diversity and inclusion.

The Client Associate role provides essential transactional and administrative support to Wealth Management Advisors within the banking and investment division. Key responsibilities include managing the account opening and onboarding processes, updating customer profiles and compliance documentation, and handling complex account maintenance requests such as transfers and wire instructions. The position also involves coordinating calendars, acting as a liaison with operations teams, and maintaining up-to-date knowledge of financial products and regulations. This opportunity is appealing for individuals seeking a collaborative environment that values continuous learning and professional growth through dedicated training programs. The role requires strong organizational and communication skills, with a preference for bilingual candidates, and offers a stable position focused on delivering high-quality client service.

This role serves as a Health Insurance Agent within Silvur Insurance, a rapidly expanding Medicare brokerage affiliated with MSUFCU. The position focuses on guiding credit union members through Medicare Supplement and Advantage options while managing existing client relationships. Key responsibilities include conducting in-branch and virtual appointments, collaborating with wealth management advisors on financial planning, and ensuring strict regulatory compliance. The opportunity is appealing due to the mission-driven culture, comprehensive training for those without prior Medicare experience, and the chance to build a long-term career with a growing national agency. The work arrangement combines local community engagement with periodic travel for training and meetings.

The Market Director of Wealth role leads a team of Financial Advisors within J.P. Morgan Wealth Management to deliver exceptional investment solutions and customer experiences. Key responsibilities include recruiting and coaching high-performing advisors, driving cross-functional partnerships to provide comprehensive financial strategies, and fostering a culture of diversity, inclusion, and risk management. This position appeals to leaders seeking to shape a customer-obsessed environment while utilizing cutting-edge technology to meet evolving client needs. The role requires significant travel and involves managing day-to-day operations for a designated territory, offering a dynamic opportunity to influence business growth and mentor talent in a prestigious financial institution.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management by delivering comprehensive client service and operational assistance. Key responsibilities include acting as the primary point of contact for clients, educating them on banking and investment offerings, and ensuring all client materials meet accuracy and compliance standards. The position emphasizes building strong client relationships and maintaining operational excellence within a collaborative team environment. This opportunity appeals to those seeking a client-centric career with a focus on professional growth, continuous learning, and a culture that values diverse backgrounds and perspectives. The role is based on-site to foster engagement and requires a flexible, detail-oriented approach to managing daily business needs.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management by delivering comprehensive client service and operational support. Key responsibilities include acting as the primary point of contact for clients, educating them on banking and investment offerings, and ensuring all client materials meet accuracy and compliance standards. The position emphasizes building strong relationships and promoting integrated banking solutions to help clients achieve their financial goals. This opportunity appeals to those seeking a collaborative in-office environment that values diverse backgrounds and continuous professional growth. The role offers a structured 37.5-hour work week with access to industry-leading benefits and a culture focused on transparency and client advocacy.

The Wealth Management Client Associate role supports Financial Advisors within Merrill Wealth Management to deliver comprehensive investment and banking solutions. Key responsibilities include serving as the primary point of contact for clients, ensuring operational accuracy in client materials, and deepening relationships by promoting the bank's offerings. The position appeals to candidates seeking a culture driven by diversity, transparency, and client advocacy within a resilient, results-focused team. This full-time opportunity requires an in-office work arrangement with specific attendance requirements, offering a collaborative environment for professional growth and continuous learning.

The Wealth Management Client Associate role in Los Angeles supports Financial Advisors within Merrill Wealth Management by delivering high-quality client service and operational support. Key responsibilities include serving as the primary point of contact for client inquiries, ensuring accuracy in client materials, and promoting banking solutions to deepen client relationships. The position requires maintaining compliance with bank policies while fostering a client-first mindset in a fast-paced environment. This opportunity appeals to those seeking a culture driven by diversity, resilience, and professional growth within a leading global financial institution. The role is based onsite at the Century City office with a standard full-time schedule.