Senior Financial Advisor
- MOISAND FITZGERALD TAMAYO, LLC
- Orlando, Florida
- Closing date
- Apr 3, 2023
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Experience Level
- 5 to 9 years
- CFP® Certification
Has your career hit a ceiling, or do you wish to break away from a traditional financial services firm to work solely as fiduciary in a growing and award winning firm? We are seeking a Senior CERTIFIED FINANCIAL PLANNER™ with 3+ years of experience who is passionate about working in a fiduciary capacity with high net worth clients and providing expert financial planning advice and wealth management services. We have an opportunity in our office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 700 client families and managing roughly $900 million.
In this role, you will:
- Provide families and business owners with individualized advice on financial planning, strategic asset allocation, retirement planning, estate and tax planning, insurance needs analysis, and cash flow analysis and charitable gifting strategies.
- Manage relationships with existing clients and begin to build new prospective client relationships from referrals and networking. (Candidates are welcome to bring clients with them but bringing clients is not a requirement for this position.)
Why Choose Us?
- Long-term opportunity for ownership and equity
- Excellent corporate culture with extremely low employee turnover. We were ranked 24th on Investment News' list of the 75 Best Places to Work for Financial Advisors
- Supported by a seasoned client service team and professional management
- Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and performance-based yearly bonuses based on the quality of work done.
- We do not sell products, have no quotas, and do not compensate based on "production."
Moisand Fitzgerald Tamayo, LLC is an Orlando, FL and Melbourne, FL based fee only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one's life and the many transitions in between.
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