UpTick Financial- Advisor Recruiters and Consultants ยท 1 day ago
Financial Advisor
Tampa, FL
Full-time
Remote
Senior Level
$200K/yr - $350K/yr
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Responsibilities
Provide strategic, comprehensive wealth management services to high-net-worth individuals, families, and institutions.
Build and maintain strong client relationships, offering tailored solutions that align with their financial goals.
Utilize advanced technology and research tools to create investment strategies, track performance, and manage portfolios.
Partner with internal teams, including financial planners, tax experts, and investment professionals, to ensure seamless service delivery.
Actively grow and manage your client book, leveraging your existing network and business development skills.
Qualification
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Required
Clean FINRA Series 7 or 65, 66 (or 63) licenses required.
A portable book of business valued at $25 million or more in assets.
Proven track record of success in wealth management and client acquisition.
Preferred
Experience with tech-enabled platforms and digital tools is a plus.
Benefits
Sign on Bonus Based on Production
Company
UpTick Financial- Advisor Recruiters and Consultants
Employers strive to attain the best candidates to expand their organization throughout the Financial Services Industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Marc Elia
Founder
Company data provided by crunchbase
