Lead Advisor

Company DescriptionInstrumental Wealth, LLC is an SEC-registered investment adviser dedicated to providing financial advisory and investment management services. While registration does not imply a particular level of skill or training, the firm stands committed to serving its clients with comprehensive solutions. Additional information about Instrumental Wealth can be found on its website or the SEC website. Instrumental Wealth emphasizes transparency and delivering value to its clients.Role DescriptionThis is a full-time on-site role for a Lead Advisor based in Tampa, FL. The Lead Advisor will be responsible for managing client relationships, providing financial and investment guidance, creating personalized financial plans, and ensuring exceptional service delivery. The role will also involve overseeing client portfolios, analyzing financial data, and collaborating with team members to implement tailored strategies that meet client objectives.QualificationsFinancial Planning, Investment Management, and Portfolio Analysis experienceStrong Client Relationship Management and Communication skillsStrategic Thinking with the ability to develop personalized financial strategiesKnowledge of regulatory requirements in the financial advisory industryProficiency in financial advisory software and toolsBachelor's degree in Finance, Accounting, Business Administration, or related fieldProfessional certifications such as CFP (Certified Financial Planner) or similar are highly desirable

Created: 2026-05-09