or apply directly on Ascend Partner Firms's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 15 days Ascend Partner Firms's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 62% of Ascend Partner Firms's roles list one
- Ghost-job risk at Ascend Partner Firms
- high 62 stale, 0 reposted of 82 open
- Hiring momentum
- 117 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Ascend Partner Firms's own greenhouse board since 2026-08-03. Full hiring picture for Ascend Partner Firms.
About this role
The Financial Advisor role at Saltmarsh involves expanding their Investment & Wealth Advisory practice in the Greater Tampa and Orlando markets. Advisors will manage and grow their own book of business while receiving operational support from the firm. Responsibilities include business development, client relationship management, and investment advisory, all while ensuring compliance with regulations.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Ascend Partner Firms as an employer.
What you need
- Series 65 or Series 66 license
- CFP or CFA designation (or a comparable industry designation)
- Bachelor’s degree
- In-depth knowledge of financial planning, investment markets, and economics
- Demonstrated success in business development, with a significant book of business or clear evidence of having built a practice
- Minimum 5 years of experience in financial services, including direct client relationship management
Nice to have
- Experience with high-net-worth clientele
- Background at an advisor-supporting firm, wirehouse, brokerage, or independent advisory
- Comfort working alongside compliance, trading, account opening, and portfolio management operations teams
- Proficiency with portfolio management software, CRM systems, and Microsoft Office Suite
What you get
- Competitive bi-weekly base salary paired with a revenue-sharing structure
- Firm-paid CPE and support toward additional licensing and industry designations
- Leadership opportunities within a practice that is actively expanding
- Unlimited PTO
- 11 firm-paid holidays
- Major medical, dental, and vision insurance
Worth weighing
- No salary listed
- Role requires building relationships in-office, particularly early on
- Candidates with non-compete or non-solicitation agreements are reviewed on a case-by-case basis
Summarised from Ascend Partner Firms's posting. Read the full original.
Listed by Ascend Partner Firms on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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