Jobs at Wealth Advisors of Tampa Bay

The Communications and Administrative Coordinator role is an entry-level position within the financial planning team at Equitable, based on-site in Miami. The position supports producers by managing calendars, screening calls, preparing client appointment materials, and handling filing and correspondence. Key responsibilities include coordinating logistics for meetings, updating client records, and assisting with administrative projects using Microsoft Office. This role appeals to candidates seeking to launch a career in wealth management within a collaborative, team-oriented culture that values professional growth and fiduciary service. The environment emphasizes mentorship, internal mobility, and the opportunity to contribute directly to client well-being while developing essential industry skills.

The Trust Officer role involves servicing private and corporate trust accounts within a banking environment, focusing on long-term relationship management across multiple generations. Key responsibilities include conducting ongoing account and distribution reviews, interpreting governing documents like wills and trusts, coordinating estate settlements with attorneys and accountants, and leading tax return preparation. The position requires collaboration with internal teams and external advisors to ensure accurate administration and compliance. This opportunity is appealing due to the bank's strong reputation for employee retention and a supportive culture that values professional growth. The role offers a stable environment for experienced professionals to apply their expertise in trust administration and investment knowledge while working with a dedicated team.

This full-time Tax Attorney role at Talley Law Group focuses on sophisticated individual tax planning for high-net-worth clients, business owners, and investors in Orange, California. The position requires leading complex income tax strategies involving pass-through entities, closely held businesses, real estate holdings, and California residency planning. Key responsibilities include drafting and executing transactional documentation such as entity formations and deed transfers, integrating estate planning considerations into tax strategies, and conducting deep technical research to support client advisory. The role appeals to attorneys seeking a collaborative environment where they can act as trusted advisors while mentoring junior staff and utilizing modern AI-assisted research tools. This hybrid position requires one day per week in the office with minimal travel, offering a chance to work within an integrated team of legal and accounting professionals.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.

The Tax Manager role within BDO's Private Client Services practice focuses on delivering high-touch tax compliance and consulting to high net-worth individuals and complex financial structures. Key responsibilities include managing client engagements, reviewing intricate tax returns for estates and trusts, conducting advanced tax research, and supervising a team of associates and senior associates. This position offers the appeal of working in a boutique environment that values individuality and meaningful connections, supported by a unique Employee Stock Ownership Plan that allows professionals to share in the firm's growth. The role emphasizes career development, mentorship, and a collaborative culture centered on helping clients thrive.

This mid-level associate role within Pillsbury's Private Client & Family Office practice group in New York focuses on sophisticated domestic and international planning for ultra-high-net-worth individuals and family offices. Key responsibilities include advising on complex estate, gift, and income tax matters, drafting intricate trust structures such as ILITs and GRATs, and serving as outside general counsel to coordinate integrated legal solutions across multiple disciplines. The position appeals to candidates seeking to develop holistic expertise in a fast-paced, collaborative environment where they can work closely with fiduciaries, accountants, and investment advisors. The role requires a New York-barred attorney with a JD and experience in trusts, estates, or tax law.

This Client Service Associate role supports Financial Advisors and Private Wealth teams by delivering exceptional service and building trusted client relationships. Key responsibilities include executing money movement transactions, managing client account inquiries, and providing administrative support such as calendar coordination and travel logistics. The position also involves educating clients on digital tools and assisting with marketing initiatives. The role appeals to candidates seeking a collaborative environment within a global financial institution that values diversity, inclusion, and professional growth. Employees benefit from comprehensive training, opportunities to advance their careers, and a supportive culture that emphasizes work-life balance.

The Premier Client Banker role within PNC Wealth Management is based in Pittsburgh, PA, and focuses on driving acquisition and retention for mass affluent clients. Key responsibilities include developing proactive sales strategies to deepen client relationships, managing risk and profitability across a portfolio, and collaborating with financial advisors to deliver tailored wealth solutions. The position requires maintaining detailed client records and acting as a central coordinator for ecosystem partners to ensure an exceptional customer experience. This opportunity appeals to professionals seeking a supportive, in-office environment that fosters work-life balance and professional growth. The role offers a collaborative culture where employees are valued for their contributions to the company's success and are encouraged to build long-term client advocacy through advanced relationship building.

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

This Wealth Advisor role at Nevada State Bank in Las Vegas focuses on delivering comprehensive financial services to high-net-worth individuals and families within the Zions Wealth Management division. The position involves building strategic relationships with internal banking partners, conducting financial planning, managing investment strategies, and coordinating trust and insurance solutions to meet client objectives. The role appeals to professionals seeking a collaborative environment that values community engagement, continuous learning through tuition reimbursement, and a strong culture of inclusion. The position offers immediate medical benefits, a 401(k) match, and opportunities for career growth within a stable, full-service banking organization.

This Wealth Financial Advisor role is based in the Raleigh/Durham area and focuses on delivering personalized retirement and financial planning services to high net worth clients. The position involves meeting with existing and prospective customers to develop financial strategies, utilizing company-provided technology and marketing tools to expand the client base, and collaborating with district leadership to refine sales methods. The role is appealing for its flexibility, allowing professionals to build a career on their own terms while working with a dedicated book of business. The company supports success through comprehensive resources, including paid licensing and continuing education, alongside a culture that prioritizes work-life balance, wellness, and community engagement.

This Director of Software Engineering role leads the Trade Management Engineering group within Fidelity Wealth, focusing on building low-latency electronic trading platforms for equities and options. The position involves architecting distributed, event-driven systems, optimizing performance for high-throughput environments, and mentoring engineering teams to uphold best practices. Candidates will collaborate across internal and external stakeholders to ensure resilient order management and market data workflows. The role is appealing due to the opportunity to drive innovation in a mission-critical Capital Markets environment using cutting-edge technologies like C++, Python, and KDB+. It offers a hands-on technical leadership experience within a high-performing team, requiring occasional on-call support for production systems.

This Director of Software Engineering role serves as a key member of the technical leadership team within Fidelity Insurance Group, bridging engineering, product, and design to deliver cloud-native digital experiences for millions of customers. The position involves defining technology vision, aligning product roadmaps with enterprise standards, and leading end-to-end solution design for complex life insurance ecosystems. Key responsibilities include driving cloud adoption and automation strategies, championing platform stability, and mentoring agile teams to foster engineering rigor. The role is appealing due to its strategic impact on a high-growth area with strong financial backing, offering opportunities to shape technical standards and develop next-generation leaders. The position requires deep expertise in AWS, microservices, and modern development frameworks, operating within a collaborative environment that values innovation and continuous learning.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing strategies for income tax efficiency, estate planning, and business succession. The position offers the opportunity to guide clients through the entire business life cycle while fostering a collaborative, purpose-led culture. The role involves up to 20% travel and operates in a hybrid work arrangement, providing a platform for professional growth through the firm's global leadership framework.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports high-net-worth individuals and private business owners with comprehensive tax compliance and planning. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing wealth management strategies to achieve personal financial goals and ensure future generational stability. The position involves analyzing complex tax efficiencies across income, investments, and estate planning while fostering strong client relationships. The role offers a dynamic environment where professionals can engage with the entire business lifecycle of private enterprises, from inception to transition. It appeals to those seeking a purpose-led culture that values continuous development, global trend analysis, and collaborative problem-solving. The position is hybrid, requiring up to 20% travel, and provides opportunities to build consensus and deliver high-quality solutions in a changing global landscape.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and developing strategic plans for income tax efficiency, estate transfer, and business succession. The position offers the opportunity to engage with the entire business lifecycle of private companies, from inception to growth, while fostering a collaborative environment focused on professional development and ethical leadership. The role is hybrid, requiring up to 20% travel, and provides a platform to solve challenging problems that drive operational efficiency and long-term financial goals for clients.

This executive leadership role within Fidelity Wealth's Trade Management Engineering group focuses on architecting next-generation electronic trading systems for equities and options. The Vice President will lead a high-performing team in designing scalable, low-latency distributed platforms while mentoring engineers and driving technical innovation. Key responsibilities include optimizing performance for high-throughput environments, implementing complex algorithmic trading solutions, and collaborating across internal and external stakeholders to ensure system resilience. The position appeals to seasoned professionals seeking to work with cutting-edge technologies like C++, Python, and KDB+ in a mission-critical capital markets environment. The role offers the opportunity to shape the future of trading infrastructure within a culture that values engineering excellence and continuous learning.

This senior leadership role within Fidelity Wealth's Trade Management Engineering group focuses on architecting and developing next-generation electronic trading systems for the Capital Markets division. The position involves designing low-latency, high-throughput distributed platforms for equities and options, leading performance optimization efforts, and mentoring engineering teams to uphold best practices. The role appeals to candidates seeking a hands-on technical leadership environment where they can drive innovation in a mission-critical setting. The team operates in a fast-paced culture utilizing cutting-edge tools and technologies, offering opportunities for professional growth and collaboration across internal and external stakeholders. While the position requires occasional off-hours support for production environments, it provides a dynamic workspace for experts in C/C++, Python, and low-latency messaging systems.

The Senior Manager, Management Consulting role leads high-value advisory engagements in technology enablement, finance transformation, and accounting operations. Key responsibilities include managing cross-functional teams through all project stages, overseeing engagement economics and quality control, and driving business development through client pursuits and thought leadership. The position offers the appeal of a collaborative culture centered on professional growth and meaningful impact, supported by a unique Employee Stock Ownership Plan that allows team members to share in the firm's success. While the role requires significant travel, it provides opportunities for advancement and the flexibility to work within a diverse, inclusive environment focused on helping clients achieve sustainable outcomes.

This entry-level Financial Services Representative role is based in Chandler, Arizona, with a hybrid work arrangement starting as four days remote and one day on-site at an Investor Center before transitioning to full on-site work. The position focuses on supporting customers via inbound calls regarding account balances, withdrawals, and trades while preparing for a career in wealth management. Key responsibilities include completing a paid, industry-leading training program to obtain Series 7 and 66 FINRA licenses, developing advanced financial planning skills, and providing high-quality customer service. The role is appealing due to its structured career development path, personalized coaching, and comprehensive benefits including tuition reimbursement and a 401(k) match, making it an ideal opportunity for individuals passionate about finance without requiring prior experience or a specific degree.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

The Private Client Advisor II role at Bank of America focuses on managing high-net-worth relationships and driving business development within the Private Bank. Key responsibilities include acquiring new clients with significant investable assets, deepening existing relationships through holistic wealth strategies, and leading the client management process to ensure retention. The position involves providing integrated financial advice on wealth structuring, credit, and asset management while collaborating with internal specialists. This opportunity appeals to experienced professionals seeking a career in a collaborative, inclusive environment that supports physical and financial wellness. The role offers a clear path for growth and impact within a team committed to responsible growth. The position requires an in-office presence at the Seattle location with standard full-time hours.