Saltmarsh, Cleaveland & Gund
About Saltmarsh
Saltmarsh is a client-focused RIA managing approximately $350 million in assets for individuals and families. Our team of experienced professionals delivers comprehensive wealth management services including investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships.
We are seeking a dynamic
Financial Advisor
to join our growing firm. This role combines client relationship management, business development, and investment advisory services in a collaborative, client-focused environment. The ideal candidate will have strong investment management skills, proven sales capabilities, and a passion for helping clients achieve their financial goals through comprehensive wealth management and planning strategies. Key Responsibilities will include:
Client Relationship Management Building and maintaining long-term relationships with high-net-worth individuals and families. Conducting regular client reviews, assessing changing financial circumstances, and ensuring ongoing satisfaction with advisory services. Serving as the primary point of contact for assigned client relationships and coordinating with internal teams to deliver comprehensive wealth management solutions. Business Development & Prospecting
Actively prospecting for new clients through networking, referrals, community involvement, and strategic partnerships within the CPA firm. Developing and executing business development strategies to grow assets under management. Participating in client events, seminars, and marketing initiatives to enhance firm visibility and attract new relationships. Investment Advisory Services
Collaborating with portfolio management partners to develop and implement customized investment strategies aligned with client objectives, risk tolerance, and time horizons. Presenting investment recommendations, explaining portfolio construction, and communicating market insights to clients. Monitoring portfolio performance and assisting with rebalancing activities as needed. Compliance & Documentation
Ensuring all client interactions, recommendations, and transactions comply with SEC regulations, FINRA rules, and firm policies. Maintaining accurate client records, complete required documentation, and participating in ongoing compliance training. Supporting regulatory examinations and audits as required. Team Collaboration
Working closely with portfolio managers, operations staff, and senior management to deliver integrated wealth management services. Participating in team meetings and contributing to firm strategic initiatives. The ideal candidate will have: Series 66 (Investment Adviser Law) licenses required Bachelor's degree CFP, CFA, or other relevant professional designations preferred Minimum 5 years of experience in financial services, with demonstrated success in client relationship management and business development Proven track record of asset gathering and client retention Experience with high-net-worth clientele preferred Strong communication and presentation abilities with capacity to explain complex financial concepts clearly Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite What We Offer
Saltmarsh invests in their employees'
growth, development, and work-life balance
by offering: Firm-paid CPE Leadership opportunities Sabbatical program Unlimited PTO 12 firm-paid holidays Flexible remote work options Major medical, dental, and vision insurance Employer-paid life insurance Long-term disability coverage 401(k) with profit sharing Equity program for Senior Managers+ and top performing Managers This position also offers an
incentive structure
which includes
performance-based bonuses
tied to asset growth, client retention, and business development metrics
Location
Saltmarsh offers the flexibility of a
hybrid and remote optional
work environment with offices in
Pensacola, Tampa, and Orlando . Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.
Apply now and let's build something amazing together! How to Apply
Submit your information in the application section directly below! This will include:
Basic contact information Resume/CV and optional cover letter upload Work eligibility and compensation Voluntary demographic & self-ID questions
For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com.
Saltmarsh is now a member of Ascend Partner Services, a PE-backed growth partner.
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs. About Ascend
At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It's time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you're a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
Explore Ascend , where your career soars without sacrificing your quality of life.
Saltmarsh is a client-focused RIA managing approximately $350 million in assets for individuals and families. Our team of experienced professionals delivers comprehensive wealth management services including investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships.
We are seeking a dynamic
Financial Advisor
to join our growing firm. This role combines client relationship management, business development, and investment advisory services in a collaborative, client-focused environment. The ideal candidate will have strong investment management skills, proven sales capabilities, and a passion for helping clients achieve their financial goals through comprehensive wealth management and planning strategies. Key Responsibilities will include:
Client Relationship Management Building and maintaining long-term relationships with high-net-worth individuals and families. Conducting regular client reviews, assessing changing financial circumstances, and ensuring ongoing satisfaction with advisory services. Serving as the primary point of contact for assigned client relationships and coordinating with internal teams to deliver comprehensive wealth management solutions. Business Development & Prospecting
Actively prospecting for new clients through networking, referrals, community involvement, and strategic partnerships within the CPA firm. Developing and executing business development strategies to grow assets under management. Participating in client events, seminars, and marketing initiatives to enhance firm visibility and attract new relationships. Investment Advisory Services
Collaborating with portfolio management partners to develop and implement customized investment strategies aligned with client objectives, risk tolerance, and time horizons. Presenting investment recommendations, explaining portfolio construction, and communicating market insights to clients. Monitoring portfolio performance and assisting with rebalancing activities as needed. Compliance & Documentation
Ensuring all client interactions, recommendations, and transactions comply with SEC regulations, FINRA rules, and firm policies. Maintaining accurate client records, complete required documentation, and participating in ongoing compliance training. Supporting regulatory examinations and audits as required. Team Collaboration
Working closely with portfolio managers, operations staff, and senior management to deliver integrated wealth management services. Participating in team meetings and contributing to firm strategic initiatives. The ideal candidate will have: Series 66 (Investment Adviser Law) licenses required Bachelor's degree CFP, CFA, or other relevant professional designations preferred Minimum 5 years of experience in financial services, with demonstrated success in client relationship management and business development Proven track record of asset gathering and client retention Experience with high-net-worth clientele preferred Strong communication and presentation abilities with capacity to explain complex financial concepts clearly Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite What We Offer
Saltmarsh invests in their employees'
growth, development, and work-life balance
by offering: Firm-paid CPE Leadership opportunities Sabbatical program Unlimited PTO 12 firm-paid holidays Flexible remote work options Major medical, dental, and vision insurance Employer-paid life insurance Long-term disability coverage 401(k) with profit sharing Equity program for Senior Managers+ and top performing Managers This position also offers an
incentive structure
which includes
performance-based bonuses
tied to asset growth, client retention, and business development metrics
Location
Saltmarsh offers the flexibility of a
hybrid and remote optional
work environment with offices in
Pensacola, Tampa, and Orlando . Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.
Apply now and let's build something amazing together! How to Apply
Submit your information in the application section directly below! This will include:
Basic contact information Resume/CV and optional cover letter upload Work eligibility and compensation Voluntary demographic & self-ID questions
For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com.
Saltmarsh is now a member of Ascend Partner Services, a PE-backed growth partner.
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs. About Ascend
At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It's time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you're a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
Explore Ascend , where your career soars without sacrificing your quality of life.