Zentech Consulting seeks an experienced Investment Advisor to provide comprehensive financial guidance for individuals nearing retirement or already retired, operating under the Registered Investment Advisor fiduciary standard. This onsite role in Tampa, Florida prioritizes client interests, emphasizes income‑focused planning, and applies disciplined investment strategies tailored for retirees.
Responsibilities
- Deliver fiduciary guidance aligned with prevailing RIA standards, ensuring every recommendation serves the client's best interests.
- Create holistic retirement‑oriented financial plans, covering income strategies, asset allocation, and risk management.
- Perform thorough reviews of client finances, including assets, liabilities, tax matters, estate structures, and retirement income needs.
- Advise on retirement focused approaches such as income investing, withdrawal planning, Social Security optimization, and tax‑efficient distributions.
- Design and oversee diversified portfolios aimed at long term wealth preservation and income generation.
- Track portfolio performance and adjust allocations proactively in response to market shifts and client goals.
- Conduct ongoing research on market trends, economic conditions, and regulatory developments that may influence investment strategies.
- Implement strategies that prioritize risk management, capital preservation, and sustainable income streams for retirees.
- Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors to ensure integrated planning.
- Advise on estate planning considerations including wills, trusts, beneficiary planning, and wealth transfer strategies.
- Provide guidance on tax‑efficient investing, required minimum distributions (RMDs), and retirement account planning.
- Build lasting client relationships through regular financial reviews and proactive communication.
- Educate clients on topics such as portfolio diversification, retirement income planning, tax considerations, and risk management.
- Maintain meticulous records of client interactions, investment decisions, and compliance documentation in accordance with RIA requirements.
Requirements
- Demonstrated experience in investment advisory, wealth management, or financial planning, ideally within an RIA or fiduciary setting.
- Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
- Practical knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
- Proficiency with financial planning and portfolio management software.
- Strong analytical and quantitative abilities with the capacity to interpret complex financial data.
- Exceptional client relationship and communication skills with a consultative advisory approach.
Benefits
- Health coverage
- Opportunity to join a growing fiduciary wealth management team
- A collaborative, client‑focused work environment
Position Overview
Zentech Consulting seeks a seasoned, client‑centric Investment Advisor to deliver thorough financial guidance to individuals approaching retirement or already retired. This role adheres to the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies. The advisor will partner with clients to develop and manage long‑term plans that emphasize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies. The ideal candidate understands retirees' unique financial challenges, including longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity. This onsite position is based in Tampa, FL and requires strong financial expertise, excellent client relationships, and a firm commitment to fiduciary responsibility and transparent, personalized advice.
Pay
Annual base salary: USD 150,000.
