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, networking, and relationship-building
Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
Build and maintain a strong referral pipeline with strategic partners
Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
Provide advisory services and portfolio management to assigned clients
Work independently while maintaining collaboration with the in-office team
Contribute to a client-first culture focused on long-term relationships
Required Qualifications
Education:
Bachelor's degree (required)
Professional Credentials & Experience:
Candidates must meet
one
of the following:
SAN eligible
with 4+ years as a registered IAR,
OR
CFP in good standing
for 3+ years
Additional Requirements:
No disclosures on your public regulatory profile (BrokerCheck/IAPD)
No non-compete agreements with Schwab or Fidelity (or willing to wait out 3-year restriction)
Preferred Qualifications
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
CFP certification (or willingness to pursue if not yet obtained)
Approaching retirement or in a career transition seeking stability
Comfortable and enthusiastic about in-person, relationship-based work
Compensation & Benefits
Base Salary:
$130,000
Bonus Potential:
Up to $150,000 (performance-based)
Compensation Model:
Transition over time from salary to fee-based revenue (roll-down structure)
Work Environment
Location:
Rocky Point, Tampa, FL
Schedule:
Hybrid – 3 days per week in-office; flexible remote arrangement for the remaining days
Team Size:
Small, collaborative office of approximately 9 people
Culture:
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