Investment Advisor #0161

Crafted Staff • Tampa, FL

3d • $130,000 • Hybrid

About The Position

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9. You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.

Requirements

• Bachelor's degree (required)
• SAN eligible with 4+ years as a registered IAR, OR CFP in good standing for 3+ years
• No disclosures on your public regulatory profile (BrokerCheck/IAPD)
• No non-compete agreements with Schwab or Fidelity (or willing to wait out 3-year restriction)

Nice To Haves

• Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
• CFP certification (or willingness to pursue if not yet obtained)
• Approaching retirement or in a career transition seeking stability
• Comfortable and enthusiastic about in-person, relationship-based work

Responsibilities

• Generate new business through proactive outreach, networking, and relationship-building
• Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
• Build and maintain a strong referral pipeline with strategic partners
• Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
• Provide advisory services and portfolio management to assigned clients
• Work independently while maintaining collaboration with the in-office team
• Contribute to a client-first culture focused on long-term relationships

Benefits

• Base Salary: $130,000
• Bonus Potential: Up to $150,000 (performance-based)
• Compensation Model: Transition over time from salary to fee-based revenue (roll-down structure)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior