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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

YEAR

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Korean Business Network - Private Tax Manager

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The expected salary range for this position is $100,000 - $110,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. While restaurant clients represent our primary focus (from white-glove establishments to fast-food operations), this role also involves supporting clients across various other industries.

Hub International

Senior Workers Comp Claims Advocate

Hub International Insurance

ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.

Insurance Sales Producer

This role requires deep data engineering expertise, strong database and platform engineering skills, hands-on experience with Oracle, Redshift, Python, Spark, Glue, AWS EMR, and Iceberg, and proficiency using AI to improve engineering productivity, solution quality, and delivery velocity. The ideal candidate combines strong functional understanding of master data and enterprise data domains with hands-on engineering depth, AI-enabled engineering practices, and experience transitioning legacy or operational data platforms toward a modern cloud data lakehouse architecture using medallion patterns.

Raymond James Financial Inc

Principal Data Engineer

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Personal Lines High Net Worth Producer

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Portfolio Specialist - Asset Management Service

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Finance Manager, M&A

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Success Specialist II

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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.

Svp, Business Development

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Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

IA Processing Specialist

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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.

IA Operations Specialist

Department Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Executive Relationship Manager

The right candidate brings deep familiarity with TAMP infrastructure and model delivery, a proven ability to design and deliver structured training programs, and the discipline to build and maintain a comprehensive library of advisor-facing materials that stay current as the platform evolves. Collaborate closely with the Investments team and Investment Platform Adoption group to stay ahead of model updates and new capability releases, ensuring training materials are prepared and distributed before advisors encounter changes in the field.

Dynasty Financial Partners

TAMP Product & Platform Enablement

Tamp Product & Platform Enablement

To view more details of what you can look forward to, visit our careers page: Summary : The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Transitions Processing Specialist

The Director will partner with Wealth leadership to align technology investments with business priorities, drive innovation, strengthen stakeholder engagement, and ensure that technology-enabled solutions deliver measurable business outcomes. Knowledge of wealth management and insurance distribution models, including affiliated agencies, financial advisors, broker-dealers, registered investment advisors, institutional partners, and independent distribution channels.

For more than four decades, AmeriLife has been dedicated to senior Americans and the challenges of helping seniors meet important health and life insurance needs.
AmeriLife is one of the nation's largest privately-held senior life and health insurance marketing organizations. And we're expanding rapidly in order to meet the growing needs of seniors. This means that when you join the AmeriLife team, you're working with an industry leader, and that adds up to greater success and career satisfaction for you.

AmeriLife

Director, IT - Business Solutions Partner

While this role will collaborate closely with cross functional departments and teams, it will remain distinct by focusing on informal learning opportunities, implementation support, self-service resources, and ownership of selected rollout activities that help advisors put fee-based planning into practice. Contribute subject matter expertise and field insight to formal learning programs where appropriate, while maintaining distinct ownership for deep fee-for-advice implementation guidance, informal learning opportunities, adoption initiatives, and practical business support.

Osaic Inc

Sr. Consultant, Fee Based Planning Implementation

Our integration ecosystem spans core technology partners, specialized workflow and TAMP partners, and a broader network of consultants, recruiters, and capital providers. Represent the external partner and advisor-firm perspective in integration roadmap planning, and work with the tactical integrations team so strategic priorities turn into executed integrations.

Robinhood Markets Inc

Senior Manager, Strategic Partnerships & Integrations

Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $179,000—$210,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $157,000—$185,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $139,000—$164,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. Our integration ecosystem spans core technology partners, specialized workflow and TAMP partners, and a broader network of consultants, recruiters, and capital providers.

Wealth Advisor Jobs in Tampa, FL

Korean Business Network - Private Tax Manager PwC

Senior Workers Comp Claims Advocate Hub International

Senior Workers Comp Claims Advocate Hub International Insurance

Insurance Sales Producer Hub International

Principal Data Engineer Raymond James Financial Inc

Personal Lines High Net Worth Producer Hub International

Portfolio Specialist - Asset Management Service Raymond James Financial Inc

Finance Manager, M&A Osaic

Client Success Specialist II Corient

Svp, Business Development Osaic

IA Processing Specialist Osaic

IA Operations Specialist Osaic

Executive Relationship Manager Morgan Stanley

TAMP Product & Platform Enablement Dynasty Financial Partners

Tamp Product & Platform Enablement Dynasty Financial Partners

Transitions Processing Specialist Osaic

Director, IT - Business Solutions Partner AmeriLife

Sr. Consultant, Fee Based Planning Implementation Osaic Inc

Senior Manager, Strategic Partnerships & Integrations Robinhood Markets Inc

Senior Manager, Strategic Partnerships & Integrations Robinhood

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