Senior Wealth Manager
Listed on 2026-01-27
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Management
Wealth Management, Business Management
Senior Wealth Manager – Simplex
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This role is local to Tampa, FL but you will work remotely as there is not currently an office there.
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high‑net‑worth individuals and family clients, who are looking for a Wealth Manager to work directly with the CEO to grow the Florida business.
This position is pivotal to the growth plans of the business and we hope this will appeal to someone looking to fast‑track their career and personal opportunities in the right environment. We are open to people who have established business connections and networks that they can bring to the table and the client will empower and support them, and give what they believe is the best possible platform to greatly expand their career and earnings.
Basepay range
$/yr – $/yr
Responsibilities- Collaborating directly with the CEO to grow the Florida business (strategy, growth, execution).
- Offer top‑notch Wealth Management services to the client base.
- Experience in a Senior or Lead Wealth Management position.
- Understanding of the Wealth Management industry and terminology/concepts (Dividends, Capital Gains, IRA's, Opening accounts, etc.).
- The desire to push their career, earnings, and personal opportunities through the roof.
- Strong Customer / Client services orientation.
- Mid‑Senior level
- Full‑time
- Finance and Sales
- IT Services and IT Consulting
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