Investment Advisor
LHH, Tampa, FL, United States
A growing prominent independent wealth management firm is seeking an experienced
Investment Advisor
to join its Tampa office. The firm provides comprehensive financial planning and portfolio management to individuals and families and is focused on helping clients achieve long-term financial and lifestyle goals. This role is ideal for a relationship-driven advisor who enjoys working directly with clients, developing investment strategies, and contributing to the continued growth of a collaborative advisory platform. Key Responsibilities Provide direct investment advice and portfolio recommendations to clients Develop and implement asset allocation strategies and customized investment portfolios Partner with clients on comprehensive financial planning and long-term wealth strategies Maintain and deepen existing client relationships while supporting new client development Execute investment plans and monitor portfolio performance Collaborate with internal advisory, operations, and planning teams to deliver a high-quality client experience Participate in client meetings, reviews, and planning discussions Qualifications Bachelor’s degree in Finance, Economics, or related field 4+ years of experience in investment management or wealth advisory Minimum 18 months experience as a registered Investment Advisor Representative (IAR) Active
Series 65
license Experience working with RIA custodial platforms and referral networks Excellent communication, organization, and relationship-management skills Proficiency with Microsoft Office and CRM/portfolio management systems Willingness to travel for client meetings as needed
#J-18808-Ljbffr
Investment Advisor
to join its Tampa office. The firm provides comprehensive financial planning and portfolio management to individuals and families and is focused on helping clients achieve long-term financial and lifestyle goals. This role is ideal for a relationship-driven advisor who enjoys working directly with clients, developing investment strategies, and contributing to the continued growth of a collaborative advisory platform. Key Responsibilities Provide direct investment advice and portfolio recommendations to clients Develop and implement asset allocation strategies and customized investment portfolios Partner with clients on comprehensive financial planning and long-term wealth strategies Maintain and deepen existing client relationships while supporting new client development Execute investment plans and monitor portfolio performance Collaborate with internal advisory, operations, and planning teams to deliver a high-quality client experience Participate in client meetings, reviews, and planning discussions Qualifications Bachelor’s degree in Finance, Economics, or related field 4+ years of experience in investment management or wealth advisory Minimum 18 months experience as a registered Investment Advisor Representative (IAR) Active
Series 65
license Experience working with RIA custodial platforms and referral networks Excellent communication, organization, and relationship-management skills Proficiency with Microsoft Office and CRM/portfolio management systems Willingness to travel for client meetings as needed
#J-18808-Ljbffr