📑 This role is with a large Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150-200 househo ...
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📑 No Prospecting, No Cold-Calls, Book of Business Is Provided Stop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sale ...
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📑 Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Su ...
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📑 Position: Investment Product Manager (needs to be local to Denver, CO)Location: Golden, CODuration: PermanentSalary range: $100,000-130,000Requirements:-5+ years of experience i ...
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📑 Your new companyOur client is a growing technology-based investment advisory firm based in Tampa, Florida, that focuses on investment management, real estate development, architecture and interior design, and family office services. They are currently recruiting for their corporate operations which covers various entities ...
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📑 Co-Chief Investment OfficerOur client is looking for a strong senior investment professional that is experienced with managing and building out several investment platforms that would include SMAs, UMAs, and other investment vehicles that provide a full array of options for HNW individuals and families as well ...
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📑 Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a busi ...
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📑 Overview Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to we ...
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📑 Kopernik Global Investors, LLC is an SEC-registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. We are looking for a highly motivated Rese ...
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📑 Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Sum ...
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📑 We are looking for a motivated individual to fill the role of an Associate Advisor for Achieva Wealth Management located at Achieva Credit Union in Tampa, Florida.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and busine ...
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📑 Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary cre ...
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📑 Description: Joining the Morgan Stanley Virtual Clien ...
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📑 We're seeking a Senior Developer with a minimum of 5 years experience who can join a tight-knit team of 3 in developing a critical core platform for the entire company. The ideal candidate for the role will be coming out of a financial services or investment management environment where they are hands-on in developing the codebase and implementi ...
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📑 A culture of growth with a firm that supportsYou’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself.</ ...
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📑 The OpportunitySavvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficient ...
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📑 About Landeavor:Landeavor, LLC is a residential real estate development company with offices in Atlanta, Orlando, Raleigh, NC, and Tampa. The company specializes in the development of residential communities. Landeavor’s multiple capital alliances with large private equity and hedge funds provide a vehicle for a broad range of ...
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📑 The OpportunitySavvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficient ...
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📑 Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $3 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary fund investing, a ...
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📑 Real Estate Acquisitions Associate – Multifamily (Semi-Remote)A prominent national real estate investment and management firm is seeking an Acquisitions Associate with skills and savvy to be the driving force behind the firm’s ongoing multifamily residential portfolio expansion efforts. This is a highly visible ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CP ...
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📑 Job Description:Central Relationship ManagerTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Tampa, Clearwater, Sarasota<p ...
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📑 Senior Treasury Analyst – Semi-RemotePosition Summary We are seeking a Senior Treasury Analyst to support a rapidly growing Manhattan based real estate investment firm. The role will facilitate all treasury services and daily operations. The individual must have a strong treasury operati ...
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📑 Position Summary Our Business Tax Services (“BTS”) practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the BTS practice we serve renewable energy clients that develop, build, own and operate renewable energy projects, such as wind, solar, battery s ...
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📑 Marshall Dennehey, a leading Am Law 200 civil defense law firm with over sixty years of continued service to our corporate, insurance, and individual clients, is seeking an Associate Attorney for its Tampa, Florida office with 3 to 5 years of Casualty experience.Marshall Dennehey seeks to hire attorneys who want to find their “ ...
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📑 The CompanyMeriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are ...
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📑 Senior Wealth AdvisorOur client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned advisor to leverage their own internal & external network as well as leverage the company’s resources to pursue prospects by identify ...
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📑 Supervision PrincipalAbout IFPWe are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionless firm to work with for financial ...
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There are currently 407 live jobs available for Licensed investment in Tampa according to American Jobs.
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The average salary range for your role varies, but the standard pay scale is rated "Standard" for Tampa within United States. As said, salary levels may vary depending on your industry, experience, and skills, so it's essential to research and negotiate effectively.
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There are currently 1,115,469 total jobs available in United States according to American Jobs.