Job Description
Join St. Petersburg Capital Partners, a premier wealth management firm serving high-net-worth clients along Florida's Gulf Coast. We're seeking a dynamic Senior Financial Advisor to build and manage a prestigious client portfolio while earning industry-leading compensation. Our team operates in a collaborative, tech-enabled environment with unmatched resources for client acquisition and retention.
As a cornerstone of our growth strategy, this role offers uncapped earning potential through our tiered commission structure, comprehensive benefits package, and dedicated marketing support. You'll leverage our established referral network while maintaining autonomy in client relationships.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Cultivate and maintain a portfolio of 50+ affluent clients with $500K+ investable assets
- Drive new business acquisition through our established referral program and networking initiatives
- Present complex investment strategies using our proprietary portfolio analysis tools
- Collaborate with internal specialists (tax, legal, estate planning) for holistic client solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize Salesforce CRM for client relationship management and compliance documentation
Qualifications
- 5+ years of proven success as a financial advisor with $5M+ AUM
- Current FINRA Series 7 & 66 licenses (or equivalent)
- Track record of meeting/exceeding sales targets in wealth management
- Strong network of high-net-worth individuals in Tampa Bay area
- CFA or CFP designation strongly preferred
- Proficiency in portfolio management software (e.g., Envestnet, MoneyGuide Pro)
- Exceptional presentation skills and financial acumen
- Ability to maintain compliance with SEC/FINRA regulations