Wealth Management Advisor Salaries in Clearwater, FL

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…

$50,000 - $80,000 a year

Using the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help…

$90,000 - $360,000 a year

Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Cross Financial | High Payout.

$150,000 - $600,000 a year

The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability…

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.