What are the responsibilities and job description for the FINANCIAL INVESTMENT SALES EXECUTIVE |Tampa, Florida position at CRD Careers (Independent Recruiters)?
Company Description
We connect growth-minded companies with high-impact professionals who drive real results. Whether you're building a team or building a career, our approach is precise, people-first, and built for long-term success.
We don’t do buzzwords—we do outcomes.
Job Description
If you’ve built relationships with affluent clients and know how to generate new business, this is a serious opportunity to level up.
We’re partnered with a premier global asset management firm seeking a Financial Investment Sales Executive / Wealth Management Advisor.
What You’ll Do
- Develop new client relationships through networking and referrals
- Work with high-net-worth / affluent clients
- Build and grow a strong book of business
- Leverage centers of influence to drive new opportunities
- Maintain and deepen existing client relationships
Qualifications
What You Need
- 5 years in financial services sales or wealth management
- Proven track record of new client acquisition
- Experience working with affluent or high-net-worth clients
- Background with a major financial firm or banking institution
- Must be based in the local market
Additional Information
The Real Scoop:
Why This Role
- Top-tier global firm with strong brand recognition
- Base salary $175K–$250K
- No overnight travel
- Strong internal support and training
CTA
If you’re producing but want a stronger platform behind you, let’s talk.
👉 https://calendar.app.google/DzWFg6bmseaEC4U36
CRD Careers | 📞 407-436-9060 | 🌐 www.crdcareers.com
Salary : $175 - $250