Jobs at Wealth Advisors of Tampa Bay

The AVP, Data Reporting Manager role leads the strategy and governance of enterprise Business Intelligence capabilities within LPL Financial's technology division. Key responsibilities include advancing the Tableau Cloud platform, integrating AI-driven analytics, and establishing data governance standards to ensure secure, scalable reporting for executive stakeholders. The position requires partnering with cross-functional teams to translate business needs into technical roadmaps while building and mentoring high-performing teams. This opportunity appeals to leaders seeking to drive modernization in a fast-paced, innovative environment with a unified mission to support financial advisors. The role operates in a hybrid work arrangement, offering the chance to make a significant impact on a rapidly growing wealth management firm.

The Transition Support Partner role within Business Transitions serves as the primary subject matter expert guiding financial advisors through their move to LPL Financial. Key responsibilities include consulting with prospective advisors to devise customized transition strategies, delivering comprehensive training on proprietary technology and operational processes, and managing the repapering and data entry required to establish new accounts. The position requires significant travel, estimated at 50 to 60 percent, to support advisors across various business lines. This opportunity appeals to candidates seeking a collaborative, innovative environment where they can make a tangible impact on client success. The role offers limitless career potential within a unified mission focused on empowering advisors, supported by a competitive benefits package and a culture that values creativity, integrity, and continuous improvement.

This Analyst role on the WealthAG Analytics team supports a call center-based advisory business by transforming data into actionable insights for financial advisors. Key responsibilities include developing machine learning prototypes, creating data alerts and reports, and collaborating with cross-functional partners to optimize business processes. The position offers a dynamic environment where early-career professionals can build core skills in data science and visualization while learning how analytics drives financial outcomes. The role appeals to detail-oriented individuals seeking mentorship and growth within a collaborative culture that values innovation and client success. This is a hybrid opportunity combining hands-on technical work with strategic business exposure.

This senior product management role at LPL Financial focuses on leading the strategy and evolution of investment reporting and client experience platforms. The position sits at the intersection of business, technology, and client needs, requiring the owner to define roadmaps, prioritize enhancements, and translate complex requirements into actionable user stories for engineering teams. Key responsibilities include gathering feedback from financial advisors and clients, collaborating with cross-functional stakeholders on product launches, and ensuring all solutions meet regulatory standards while improving transparency. The role is appealing due to the opportunity to shape tools used by over 32,000 advisors, offering a collaborative culture that values innovation and impact. The position supports a unified mission of empowering financial independence and provides a fast-paced environment for professional growth within a leading wealth management firm.

The Senior Project Manager, Advisor Real Estate role supports LPL Financial's advisor portfolio by leading real estate project execution across various initiatives, with a focus on Liquidity & Succession transactions. Key responsibilities include managing office transitions, relocations, and interior refreshes; developing project schedules and budgets; and coordinating with internal stakeholders, vendors, and architects to ensure alignment with business timelines and financial parameters. The position appeals to candidates seeking a collaborative environment within a rapidly growing wealth management firm, offering opportunities to drive organizational change and make a tangible impact. The role requires strong organizational skills to handle multiple simultaneous projects while fostering a culture of innovation and continuous improvement.

The Principal Solution Architect role at LPL Financial provides architecture leadership for the Account Lifecycle Management domain, focusing on data architecture, domain modeling, and platform capabilities. Key responsibilities include defining target-state architectures, governing canonical data models, and translating complex business and regulatory requirements into scalable, secure technical solutions. The position requires close collaboration with product, engineering, and risk stakeholders to ensure alignment with compliance standards and operational needs. This opportunity appeals to candidates seeking a fast-paced, innovative environment where they can drive continuous improvement and make a significant impact on a leading wealth management firm. The role offers a hybrid work arrangement and supports a culture of creativity, client focus, and limitless career growth.

The Senior Conference Planner role within LPL Financial's Marketing, Comms & Experiences department focuses on planning, producing, and executing high-impact client and employee conferences. Key responsibilities include developing comprehensive project plans, managing logistical details for in-person, hybrid, and virtual events, and collaborating with cross-functional teams to ensure strategic alignment and measurable business outcomes. The position also involves tracking performance metrics to assess ROI and managing conference budgets. This opportunity appeals to detail-oriented professionals seeking a collaborative culture that values innovation and continuous improvement. The role offers the chance to make a tangible impact on client relationships within a fast-paced environment, with a work arrangement that includes approximately 30% travel.

The Senior Analyst, AML Assurance role supports the Anti-Money Laundering program management for LPL Financial and its trust affiliate. Key responsibilities include executing quality assurance reviews across AML, fraud, and OFAC functions, identifying process enhancement opportunities through data trends, and assisting in the development of compliance reports for senior leadership. The position requires collaboration with various departments to establish metrics and may involve leading training or presenting findings to partners. This opportunity appeals to professionals seeking a collaborative, innovative environment within a rapidly growing wealth management firm. The role offers the chance to make a tangible impact on firm-wide compliance while working in a culture that values continuous improvement, integrity, and professional growth.

This senior technology role within the Prospect and Client Management team at LPL Financial focuses on leading the design and development of high-volume, low-latency applications for mission-critical systems. The position involves collaborating with product owners to translate business needs into technical solutions, coordinating with architecture and infrastructure leaders to optimize delivery speed, and coaching teams through the software development lifecycle. The role appeals to candidates seeking a collaborative environment where they can drive innovation while supporting the firm's mission to empower financial advisors. The position offers a hybrid work arrangement and provides opportunities for professional growth within a culture that values integrity, creativity, and continuous improvement.

The Senior Analyst, Business Management role supports the Chief Legal Officer and Chief of Staff within LPL Financial's corporate leadership team. This position acts as a strategic partner to drive operational excellence, manage day-to-day operations, and lead high-priority ad-hoc projects. Key responsibilities include conducting research and benchmarking analyses, developing executive dashboards, preparing board-level reports, and facilitating cross-functional change initiatives. The role appeals to motivated problem-solvers seeking to make a tangible impact in a collaborative, innovation-focused environment. It offers the opportunity to work with senior leadership on enterprise-level priorities while contributing to a unified mission of supporting financial advisors. The position requires strong communication skills and the ability to synthesize complex information for executive audiences.

This Wealth Management Associate role at Equitable Advisors in New York focuses on building client relationships and developing personalized financial strategies. Key responsibilities include nurturing client connections through networking, assessing financial objectives to create tailored plans, and consulting on specific financial products. The position offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. The role appeals to individuals with an entrepreneurial spirit by providing mentorship from local leaders, access to continuous learning resources, and opportunities for professional designations. While an in-office presence is required, the schedule offers flexibility to support work-life balance. The company fosters a culture of social impact, diversity, and community engagement, supporting employees through wellness programs and giving-back initiatives.

This Wealth Management Associate role in Wellesley, Massachusetts, is designed for individuals seeking a structured path to becoming a licensed financial professional within Equitable Advisors. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help clients achieve their financial goals. The role requires an in-office presence but offers a flexible schedule to support work-life balance. Key appeals include comprehensive training with FINRA sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture centered on social impact, diversity, and community engagement, providing a supportive environment for professional growth and career advancement.

This Wealth Management Associate role is based in California locations including Irvine, Los Angeles, and Ventura, requiring an in-office presence. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help individuals achieve financial wellness. The role offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. Key appeals include a supportive mentorship program, access to leadership development schools, and a culture dedicated to social impact and community engagement. The position provides a stable pay structure during the initial training phase and opportunities for professional growth through designations like CFP.

The Wealth Management Associate role in Scottsdale, Arizona, is an entry-level position within Equitable Advisors designed to launch careers in financial planning. The role involves building client relationships through networking, developing personalized financial strategies based on individual goals, and providing consultation on various financial products. A key appeal of this position is the comprehensive 120-day training program that includes FINRA licensing sponsorship, mentorship from senior leaders, and access to continuous learning resources. The company fosters a culture of social impact and community engagement while offering a flexible schedule to support work-life balance. Although the position requires an in-office presence, it provides a structured path for professional growth with opportunities to pursue advanced designations like the CFP.

This Wealth Management Associate role in Austin, Texas, is designed for individuals with an entrepreneurial spirit to build a career in financial services. The position involves developing personalized financial strategies for clients, nurturing long-term relationships through networking, and providing consultation on tailored investment products. The role offers a structured path to success with comprehensive training, including sponsored FINRA licensing and a 120-day hands-on program. It appeals to candidates seeking professional growth through mentorship, leadership development, and support for obtaining advanced designations like the CFP. The position features a flexible schedule to support work-life balance and operates within a culture dedicated to social impact and community engagement, though an in-office presence is required.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.

This opportunity serves financial advisors aged 55 to 75 who are planning retirement or a practice reduction within the next 12 to 60 months. The role involves facilitating a flexible transition of the advisor's book of business through acquisition, earn-out structures, or a reduced-role continuation partnership with WealthBridge Financial Group. Key responsibilities include participating in a confidential valuation process, designing a customized succession plan, and ensuring seamless client continuity under the firm's comprehensive planning framework. The position appeals to advisors seeking to protect their legacy and maintain client relationships without disruption. It offers a nationwide presence with a preference for local market continuity, supported by a firm with over 175 years of history and a strong commitment to community impact.

This opportunity targets financial advisors aged 55 to 75 seeking to retire or transition their practice within the next 12 to 60 months. The role involves facilitating the sale or earn-out of an established book of business in life insurance, annuities, or advisory services, or continuing in a reduced capacity as a statutory employee. Key responsibilities include participating in a confidential valuation process, designing a flexible transition structure, and ensuring seamless client continuity under WealthBridge Financial Group's comprehensive planning framework. The position appeals to advisors by offering a clear path to exit without disrupting client relationships, providing legacy protection, and allowing for optional reduced-role engagement. The arrangement is nationwide with a preference for in-person client continuity in the advisor's existing market, supported by a firm with over 175 years of history and a mission focused on community impact.

The Practice Management Consultant role serves as a strategic partner within Zions Bancorporation's Wealth Management division, supporting market leaders and financial advisors in Salt Lake City or Houston. Key responsibilities include designing and delivering comprehensive onboarding and training programs, curating client-facing materials to enhance service quality, and managing the adoption of new systems and initiatives. The position also involves overseeing the Licensed Banker Program and fostering a culture of continuous learning and operational excellence. This opportunity appeals to professionals seeking a collaborative environment with strong community ties, offering immediate benefits, professional development resources, and a clear path for career growth within a recognized industry leader.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

This senior management role within Schwab Wealth Advisory focuses on delivering personalized, fee-based investment solutions to clients with complex financial needs. The position involves acting as a fiduciary to manage portfolios, create customized financial plans, and mentor junior team members while leveraging a wide range of investment products. The role appeals to professionals seeking to deepen their wealth management expertise within a collaborative culture that values innovation and continuous learning. It offers a hybrid work arrangement that balances in-office collaboration with flexibility, supported by comprehensive benefits including a 401(k) match, sabbatical opportunities, and tuition reimbursement.