Back to jobs

Financial Advisor

Tampa, FL

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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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.

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. 

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.

Create a Job Alert

Interested in building your career at Ascend Partner Firms? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

U.S. Standard Demographic Questions

At Ascend, we believe that having a diverse organization that reflects the communities that we serve is critical in everything we do. In order to increase representation across identity groups and ensure equitable experiences throughout the hiring process, we collect information regarding race/ethnicity, gender, and sexual orientation. For each question, please select all that apply or choose "I prefer not to answer" if you do not wish to provide a response. 

Responses to this survey will have no influence on your application, interview process, or ultimate hiring decision. All questions are aimed towards ensuring our recruiting and hiring practices are inclusive to all persons, and all responses will be kept anonymous. 

Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Ascend Partner Firms’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.