11 Jobs in Tampa, FL
Magellan Financial is Hiring a Financial Planner Near Tampa, FL
Financial Planner at Walser Wealth (www.WalserWealth.com)
Do you want to make a real difference in people's lives while advancing your career? This is your chance!
About Us
At Walser Wealth, based in Tampa, Florida, we're more than a financial advisory firm—we're a family. We specialize in retirement planning, wealth management, and comprehensive financial planning. Our extensive marketing efforts bring in more clients than we can currently serve, creating a unique opportunity for growth. Our mission is to help people secure their financial future, and we need talented advisors to join our expanding team.
Why This Role is Special
As a Financial Planner, you will be essential in delivering top-notch service to our existing clients. This role is perfect for someone passionate about helping others, eager to learn, and ready to grow in a supportive environment.
What You'll Do
- Engage with Clients: Conduct annual reviews, answer questions, and respond to client needs to ensure they feel valued and cared for.
- Support Lead Advisors: Assist our lead advisors with client service tasks, allowing you to learn from the best and build your confidence and skills.
- Client Service Work: Provide exceptional service to our existing clients, ensuring their satisfaction and retention.
- Grow with Us: Develop into a lead advisor at your own pace, with support and training from a team that feels like family.
What We're Looking For
- Excellent Communicator: You must be great with people and able to explain complex financial concepts in a way that's easy to understand.
- Financial Planning Knowledge: Good financial planning skills and product knowledge are required, but we will provide training and development.
- Dependable and Coachable: Reliability and a willingness to learn and improve are crucial.
- Licensed Professional: Active Life and Health Insurance License and an active CFP designation.
- Experience: Extensive experience in financial planning and client service is required. Preferably 3 or more years.
Why You'll Love Working Here
- Impact Lives: Your work will help clients achieve their financial goals and secure their futures.
- Growth Opportunities: We invest in our employees' development, offering you the chance to grow and advance in your career.
- Supportive Environment: Work in a team that feels like a family, where your contributions are valued and recognized.
- Dynamic Firm: Join a rapidly growing firm with a strong marketing presence, ensuring a steady stream of clients to work with.
Ready to Make a Difference?
Join us at Walser Wealth and be part of a team that truly cares about its clients and employees. If you have the passion, drive, and qualifications to be a Financial Planner, we want to hear from you!
Please note that this job does not accept remote applicants.
Walser Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $95,000.00 - $115,000.00 per year
Work Location: In person
Job Summary
Full Time
Investment Management
$120k-140k (estimate)
05/19/2024
09/14/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
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Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Collect all documents required to create a complete financial plan.
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Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.
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