Financial Advisor Consultant Job at Social Capital Resources, Tampa, FL

  • Social Capital Resources
  • Tampa, FL

Job Description

Top Tier Independent Broker-Dealer is seeking a Consultant/ Coach!

This Tampa-based independent broker dealer is dedicated to empowering financial advisors and elevating the client experience. They offer a collaborative, high-impact environment where every team member’s work truly matters. You’ll work closely with firm leadership and be part of a team that values growth, innovation, and meaningful advisor relationships.

Position Overview:

Seeking a dynamic, relationship-driven Consultant/ Coach to support and develop the network of financial advisors. In this senior-level role, you will serve as a coach, consultant, and strategic partner to help advisors strengthen their businesses, improve operational efficiency, enhance their growth strategies, and better serve their clients.

This role is ideal for someone who is energized by people, passionate about the financial services industry, and enthusiastic about coaching others to excel. The position offers significant opportunities for personal and professional development within a growing organization.

Key Responsibilities:

  • Build and maintain strong, trust-based relationships with financial advisors across the field.
  • Provide ongoing coaching on business development, marketing, technology, branding, profitability, and practice management.
  • Act as the primary liaison with product and service partners across investment, insurance, and technology platforms.
  • Deliver guidance, resources, and strategic insights that help advisors grow efficient, scalable, and client-focused practices.
  • Collaborate closely with internal teams and firm leadership to advance advisor success initiatives.

Qualifications:

  • A strong coach who genuinely enjoys helping others grow and improve.
  • Minimum 5 years of experience in the financial services industry.
  • Background in relationship management, practice consulting, business development, or financial planning preferred.
  • FINRA Series 7 and 63 licenses required.
  • Comfortable with public speaking and periodic travel (3–5 trips per year).
  • Strong communication skills and a high level of professionalism.

Job Tags

Full time

Similar Jobs

Sysco

Local CDL A Delivery Truck Driver Job at Sysco

 ...communicating with customers; solving problems; delivering product. Ability to: drive a tractor-trailer unit both in the day and at night in a variety of traffic and weather conditions and remain alert and aware of surroundings; meet or exceed minimum productivity... 

Lachlan Solutions LLC

Customer Service & Sales Representative | Weekly Pay | Paid Training | Job at Lachlan Solutions LLC

 ...experience is required we provide full training and mentorship to help you succeed....  ...commissions and performance bonuses Paid training and ongoing mentorship Clear...  ...Several members of our team started in entry-level roles and quickly moved into leadership... 

SMILE-PRO PORTRAITS INC

Sports & Event Photographer Job at SMILE-PRO PORTRAITS INC

 ...Opportunities for Advancement Job Summary We are seeking a skilled Photographer to join our team. As the Photographer, you will capture the...  ...is technically skilled as well as creative in Action Sports & Event photography. Key Responsibilities Photograph school... 

The Planet Group

Environmental Technician Job at The Planet Group

 ...Title: Environmental Technician Starting Pay: $20/hr depending on experience Schedule: Mon - Fri: 7a - 330p (or until job is done) Location: Louisville, KY Must be clean shaven to wear respirator Hours can vary based on customer demands including some weekends... 

Confidential

Phlebotomist Job at Confidential

 ...annual department trainings. Answer telephone calls, read laboratory results to satisfy inquiries. Minimum Qualifications: Valid Phlebotomy certification for the state where you will be employed as required in some states. Minimum of 6 months' work experience...