Investment Adviser Representative (IAR) OpportunityWe'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 nine. 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 ResponsibilitiesGenerate new business through proactive outreach, networking, and relationship-buildingLeverage Schwab and Fidelity networks to identify and pursue qualified opportunitiesBuild and maintain a strong referral pipeline with strategic partnersDevelop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)Provide advisory services and portfolio management to assigned clientsWork independently while maintaining collaboration with the in-office teamContribute to a client-first culture focused on long-term relationshipsRequired QualificationsEducation: Bachelor's degree (required)Professional Credentials & Experience: Candidates must meet one of the following:SAN eligible with 4+ years as a registered IAR, ORCFP in good standing for 3+ yearsAdditional 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)Compensation & BenefitsBase Salary: $130,000Bonus Potential: Up to $150,000 (performance-based)Compensation Model: Transition over time from salary to fee-based revenue (roll-down structure)Work EnvironmentLocation: Rocky Point, Tampa, FLSchedule: Hybrid – 3 days per week in-office; flexible remote arrangement for the remaining daysTeam Size: Small, collaborative office of approximately nine peopleCulture: Client-first, independent-minded, relationship-focusedWhy Join Us?Work with a boutique RIA focused on quality over volumeOperate with high autonomy while supported by a collaborative teamLeverage established networks (Schwab, Fidelity) for growthCompetitive compensation with strong bonus upsideFlexible hybrid arrangement with meaningful in-person connectionIdeal for advisors seeking stability and purpose in their next chapter