Financial Advisor

About Saltmarsh

Saltmarsh is a client‑focused RIA managing approximately $350 million in assets for individuals and families. Our team of experienced professionals delivers comprehensive wealth management services including investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long‑term client relationships.

We are seeking a dynamic Financial Advisor to join our growing firm. This role combines client relationship management, business development, and investment advisory services in a collaborative, client‑focused environment. The ideal candidate will have strong investment management skills, proven sales capabilities, and a passion for helping clients achieve their financial goals through comprehensive wealth management and planning strategies.

• Building and maintaining long‑term relationships with high‑net‑worth individuals and families.
• Conducting regular client reviews, assessing changing financial circumstances, and ensuring ongoing satisfaction with advisory services.
• Serving as the primary point of contact for assigned client relationships and coordinating with internal teams to deliver comprehensive wealth management solutions.

• Actively prospecting for new clients through networking, referrals, community involvement, and strategic partnerships within the CPA firm.
• Developing and executing business development strategies to grow assets under management.
• Participating in client events, seminars, and marketing initiatives to enhance firm visibility and attract new relationships.

• Collaborating with portfolio management partners to develop and implement customized investment strategies aligned with client objectives, risk tolerance, and time horizons.
• Presenting investment recommendations, explaining portfolio construction, and communicating market insights to clients.
• Monitoring portfolio performance and assisting with rebalancing activities as needed.

• Ensuring all client interactions, recommendations, and transactions comply with SEC regulations, FINRA rules, and firm policies.
• Maintaining accurate client records, complete required documentation, and participating in ongoing compliance training.
• Supporting regulatory examinations and audits as required.

• Working closely with portfolio managers, operations staff, and senior management to deliver integrated wealth management services.
• Participating in team meetings and contributing to firm strategic initiatives.

• Series 66 (Investment Adviser Law) license required.
• Bachelor's degree.
• CFP, CFA, or other relevant professional designations preferred.
• Minimum 5 years of experience in financial services, with demonstrated success in client relationship management and business development.
• Proven track record of asset gathering and client retention.
• Experience with high‑net‑worth clientele preferred.
• Strong communication and presentation abilities with capacity to explain complex financial concepts clearly.
• Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite.

• Firm‑paid CPE.
• Leadership opportunities.
• Sabbatical program.
• Unlimited PTO.
• 12 firm‑paid holidays.
• Flexible remote work options.
• Major medical, dental, and vision insurance.
• Employer‑paid life insurance.
• Long‑term disability coverage.
• 401(k) with profit sharing.
• Equity program for Senior Managers+ and top performing Managers.

Saltmarsh offers a flexible hybrid and remote optional work environment with offices in Pensacola, Tampa, and Orlando.

• Submit your contact information, resume/CV, and an optional cover letter in the application form below.
• Provide basic contact details, work eligibility, and compensation preferences.
• Answer voluntary demographic & self‑.

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at ol
.

Saltmarsh is now a member of Ascend Partner Services, a PE‑backed growth partner. Ascend provides a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.