Wealth Advisor (Tampa) Qualified Appointments On Calendar

Prevail Recruiting is seeking an experienced Financial Advisor to join a growing wealth management team in Tampa. You will engage qualified clients provided by an internal marketing and lead-generation platform, focusing on financial planning and wealth-management strategies rather than prospecting. With 3+ years in advisory roles and Series 65/66 licensing, you can close new business and develop long-term client relationships, while leveraging ongoing guidance and seminars to educate clients.