Financial Advisor Job at Innovations PSI, Bay County, FL

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  • Innovations PSI
  • Bay County, FL

Job Description

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.

Responsibilities :

  • Manage client portfolios, overseeing assets ranging from $1-3M+.
  • Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
  • Collaborate with the Business Development team—no need to bring a book of business.
  • Engage in new strategies and global partnerships for clients with substantial assets.

Qualifications :

  • MUST HAVE CFP certification and 3-7 years of client-facing advisory experience.
  • Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas.
  • Proven track record of longevity in previous roles (no short-term movements).
  • Strong communication and relationship-building skills with high-net-worth clients.
  • Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.

Salary: $115,000 - $225,000, DOE

Please submit your resume for additional details and a full job description.

Job Tags

Temporary work, Local area,

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