Crafted Staff
0161 - Investment Advisor
Palm Springs, FL
Sponsorship not specifiedDetected 22 days ago
Business DevelopmentLead GenerationCollaboration
About the role
- We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on
- building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.Key Responsibilities Generate new business through proactive outreach,
Responsibilities
- We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa.
Requirements
- Bachelor's degree (required)
- Candidates must meet one of the following: SAN eligible with 4+ years as a registered
Compensation
- Transition over time from salary to fee-based revenue (roll-down structure)
Company info
- Client-first, independent-minded, relationship-focused Why Join Us?
- Work with a boutique RIA focused on quality over volume Operate with high autonomy while supported by a collaborative team Leverage established networks (Schwab, Fidelity) for growth Competitive compensation with strong bonus upside Flexible hybrid arrangement with meaningful in-person connection Ideal for advisors seeking stability and purpose in their next chapter
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