Boutique Wealth Firm Tampa
Wealth Planner
Tampa, Florida | In-Office
Fractional Family Office
is a wealth advisory firm serving high-net-worth entrepreneurs and business owners. Our clients are building real wealth through their companiesand they need a team that understands both sides of their financial lives. We specialize in tax minimization, entity structuring, asset protection, estate coordination, and investment management, all delivered through disciplined processes and a team-first culture.
Were looking for someone who thrives on execution and precisionsomeone who can take sophisticated planning strategies and see them through to completion.
What Youll Do
Own the implementation of financial strategies recommended by our advisory team Execute tax planning, entity formations, estate plans, and asset protection structures Coordinate directly with CPAs, attorneys, and bookkeepers to drive strategy execution Review financial documents, tax returns, entity structures, and business financials Prepare and manage technical documentation with a high standard of accuracy Lead complex projects from initiation through completion across multiple workflows Proactively identify bottlenecks and escalate complex issues when appropriate Maintain detailed implementation records and support long-term client retention
Who You Are
Highly organized with exceptional attention to detail Comfortable managing multiple projects simultaneously Proactive, solutions-oriented, and quick to learn new concepts Clear communicator who builds credibility with clients and professionals Thrives in structured environments with high standards and accountability Collaborative team player with a positive, professional mindset
Requirements
Bachelors degree 35 years of experience in financial planning, wealth management, or client service Active
Series 65 or Series 66 , or
CFP designation
(required)
Compensation & Benefits
Base salary:
$100,000$120,000 (based on experience) Annual performance bonus , based on: Client satisfaction and retention Timely and accurate execution Collaboration with internal and external teams Ongoing professional development Benefits : Medical, dental, and vision insurance Unlimited PTO Firm-supported certifications, CE, and training
Career Path
This role offers a clear advancement track. High performers can grow into Senior Wealth Planner roles and, over time, transition into Financial Advisor positions with full client advisory responsibility.
Important to Know
This is not a sales or business development role You will not be responsible for client acquisition, lead advisory strategy, or firm-wide operations/compliance This is a hands-on, in-person role in our Tampa office
Fractional Family Office is committed to merit-based hiring. All employment decisions are made based on qualifications, experience, and demonstrated capability.
If youre passionate about execution, precision, and doing meaningful work for sophisticated clientswed love to hear from you.
Tampa, Florida | In-Office
Fractional Family Office
is a wealth advisory firm serving high-net-worth entrepreneurs and business owners. Our clients are building real wealth through their companiesand they need a team that understands both sides of their financial lives. We specialize in tax minimization, entity structuring, asset protection, estate coordination, and investment management, all delivered through disciplined processes and a team-first culture.
Were looking for someone who thrives on execution and precisionsomeone who can take sophisticated planning strategies and see them through to completion.
What Youll Do
Own the implementation of financial strategies recommended by our advisory team Execute tax planning, entity formations, estate plans, and asset protection structures Coordinate directly with CPAs, attorneys, and bookkeepers to drive strategy execution Review financial documents, tax returns, entity structures, and business financials Prepare and manage technical documentation with a high standard of accuracy Lead complex projects from initiation through completion across multiple workflows Proactively identify bottlenecks and escalate complex issues when appropriate Maintain detailed implementation records and support long-term client retention
Who You Are
Highly organized with exceptional attention to detail Comfortable managing multiple projects simultaneously Proactive, solutions-oriented, and quick to learn new concepts Clear communicator who builds credibility with clients and professionals Thrives in structured environments with high standards and accountability Collaborative team player with a positive, professional mindset
Requirements
Bachelors degree 35 years of experience in financial planning, wealth management, or client service Active
Series 65 or Series 66 , or
CFP designation
(required)
Compensation & Benefits
Base salary:
$100,000$120,000 (based on experience) Annual performance bonus , based on: Client satisfaction and retention Timely and accurate execution Collaboration with internal and external teams Ongoing professional development Benefits : Medical, dental, and vision insurance Unlimited PTO Firm-supported certifications, CE, and training
Career Path
This role offers a clear advancement track. High performers can grow into Senior Wealth Planner roles and, over time, transition into Financial Advisor positions with full client advisory responsibility.
Important to Know
This is not a sales or business development role You will not be responsible for client acquisition, lead advisory strategy, or firm-wide operations/compliance This is a hands-on, in-person role in our Tampa office
Fractional Family Office is committed to merit-based hiring. All employment decisions are made based on qualifications, experience, and demonstrated capability.
If youre passionate about execution, precision, and doing meaningful work for sophisticated clientswed love to hear from you.