What are the responsibilities and job description for the Financial Advisor Consultant position at Social Capital Resources?
Top Tier Independent Broker-Dealer is seeking a Consultant/ Coach!
This Tampa-based independent broker dealer is dedicated to empowering financial advisors and elevating the client experience. They offer a collaborative, high-impact environment where every team member’s work truly matters. You’ll work closely with firm leadership and be part of a team that values growth, innovation, and meaningful advisor relationships.
Position Overview:
Seeking a dynamic, relationship-driven Consultant/ Coach to support and develop the network of financial advisors. In this senior-level role, you will serve as a coach, consultant, and strategic partner to help advisors strengthen their businesses, improve operational efficiency, enhance their growth strategies, and better serve their clients.
This role is ideal for someone who is energized by people, passionate about the financial services industry, and enthusiastic about coaching others to excel. The position offers significant opportunities for personal and professional development within a growing organization.
Key Responsibilities:
- Build and maintain strong, trust-based relationships with financial advisors across the field.
- Provide ongoing coaching on business development, marketing, technology, branding, profitability, and practice management.
- Act as the primary liaison with product and service partners across investment, insurance, and technology platforms.
- Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
- Collaborate closely with internal teams and firm leadership to advance advisor success initiatives.
Qualifications:
- A strong coach who genuinely enjoys helping others grow and improve.
- Minimum 5 years of experience in the financial services industry.
- Background in relationship management, practice consulting, business development, or financial planning preferred.
- FINRA Series 7 and 63 licenses required.
- Comfortable with public speaking and periodic travel (3–5 trips per year).
- Strong communication skills and a high level of professionalism.
Salary : $100,000 - $150,000