Associate Advisor

Tampa, FL

Post Date: 01/15/2018 Job ID: 6257 Category: Finance

Are you a financial planning professional with client management experience looking for a highly interactive and fun career opportunity in the Tampa Bay area? Well, this position could be for you! We are conducting a search for an Associate Advisor to join the team of one of our CPA firm clients.

Associate Advisor Job Duties:

  • Establish and manage client relationships
  • Assist individuals identify their financial needs and objectives
  • Analyze financial data
  • Assist with financial planning recommendations
  • Implement financial plans
  • Identify appropriate investments and insurance solutions
  • Special projects, as needed

Associate Advisor Skills/Qualifications:

  • Bachelor’s Degree in Business required
  • CFP certification required, or willingness to earn certification
  • Florida Life, Health, and Variable Insurance Certification strongly preferred
  • FINRA Series 7, 63, 65, or 66 securities registrations required
  • 3+ years of experience working in the finance industry or client relationship experience
  • Strong technical and analytical skills
  • Solid critical thinking and attention to detail
  • Strong planning and organization skills and understanding of the importance of deadlines
  • Superb communications skills required

Associate Advisor Benefits and Compensation:

At Taylor White, we specialize exclusively in Accounting & Finance leadership roles in Tampa Bay.  Our industry knowledge combined with our extensive recruiting experience means we not only know what you're looking for; we know how to find it!  For more information, please contact us via our website at

Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.

From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.

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