Job Description

Our client is a global wealth management business that is hiring for their Client Service team. You will work in office in Tampa, Florida. You will partner with the internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give clients the best service possible. With the commitment to being a fee-only fiduciary firm, you'll appreciate knowing the compensation structure aligns with the clients' best interests without relying on commissions.

The Day-to-Day:

• Be the heart of the Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
• Rely on the sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

• 2+ years of instilling trust and building client relationship within the finance industry
• Series 65 (will help you obtain upon starting)
• Bachelor's degree or equivalent work experience
• A thoughtful consultative approach with an emphasis on client focus

Additional Information & Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in the hybrid work from home program. This program is subject to change.
• Relocation Package

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