CAREERS
Find Your Purpose at ProVise
Are you looking to join an established financial planning firm that cares about teammates as much as our clients? If so, we want to hear from you.
For 30+ years, ProVise Management Group has been one of the Tampa Bay area’s premier providers of financial planning services, guiding the financial futures of more than 1,100 clients from our Clearwater and Tampa offices. ProVise has a longstanding reputation locally and across the nation as a top place to work for financial services professionals because of the way we treat both our teammates and clients. We’re a family at our core, and that means something around here.
ProVise is passionate about helping our clients reach their financial goals, but we’re equally as passionate about helping members of our community reach their full potential as human beings. That’s why we’re heavily involved in community-based non-profits, boards and advocacy groups, locking arms as colleagues to make a difference for the Homeless Empowerment Project, Morton Plant Mease Health Care Foundation and many others in the area.
MORE THAN JUST A JOB
ProVise offers full-time teammates a generous benefit package
Comprehensive Health Plans
401(K) Plan & Match
Paid Time Off & Holidays
Paid Volunteer Time
Hybrid Work Schedule
READY TO JOIN THE PROVISE TEAM?
You’ll find our active job openings below. Be sure to check back often for new postings.
Investment Analyst - Clearwater, FL
We are looking for someone who has a passion for portfolio management and investment strategies, and is looking to personally contribute to the research and analysis of potential investment opportunities. You will be part of an experienced team that is directed by the firm’s Investment Committee and you will help evaluate portfolios, buy and sell securities, and help setup and maintain client accounts in proper investment strategies. You will be an integral part of our team, serving as the connection between our clients, support team and advisors. Learn More
STRAIGHT FROM THE SOURCE
What better way to learn what it’s like to work at ProVise than by hearing from some of our existing teammates? Read on for a few authentic employee testimonials.
“When you work in an environment like we have at ProVise, where the atmosphere is friendly, relaxing and respectful, coming to work is a pleasure. Because the things I do can vary by the day, the job never becomes dull.”
“The collaborative team environment and singular focus on serving clients are my favorite things about working at ProVise. I also consider it a tremendous honor to be able to partner with our clients on helping them reach their financial goals.”
“I knew early on that ProVise was a great fit and that the culture meshed well with my own beliefs. Every advisor, associate and administrator plays a key role at the company and for our clients, and that’s incredibly rewarding.”
“I was hired as an Administrative Assistant and was offered the opportunity to obtain Series 7 credentials and grow as a Client Service Associate, which I’ll always appreciate. I love that our duties change daily, and I constantly learn something new.”
- Home
- 404
- About Us
- Asset Protection
- Banking and New Proposed Taxes Webinar – March 20, 2023
- Blueprint sections 2
- Bullet Disclaimer
- Business Owners
- Careers
- Clearwater
- Client Center
- Complimentary Consultation
- Confidential Income Expense Worksheet
- Contact Us
- Daniel-Mannix
- Debbi Darchi
- Designation Disclosure
- Environmental, Social and Governance
- Eric R. Ebbert
- Estate and Trust Planning
- Evelyn Sheridan
- Events
- Financial Planning
- Financial Planning 2
- Financial planning for professionals
- Form ADV
- Form Test page
- Four Ways Doctors Can Save on Taxes
- Four Ways Doctors Can Save on Taxes – Download
- Helpful Resources
- Holly Harman
- Hurricane Info
- IMPORTANT DISCLOSURE INFORMATION
- In the Community
- Income Expense Worksheet Form
- Independent Women
- Jon Brethauer
- Kimberly Adams-DiPiero
- Managed Client Form
- Nancy Croy
- New Client Forms
- News & Insights
- Oscar-Skjaerpe
- Our Team
- Paul H. Auslander
- Personal Financial Officer
- Peter Seriano CFP
- Philanthropy & Charitable Giving
- Physicians
- Planning Disclosure
- Privacy Policy
- ProVise Planning Experience
- Provise Planning Graphic
- Ready To Retire
- Recognition
- Recognition Disclosure
- Retiree
- Retirement Plan Consulting
- Retirement Planning
- Retirement Readiness Survey
- Review of 2022 and Secure 2.0 Act Webinar
- Russell Campbell
- Sandy Risgaard
- Savvy Events
- Shane O’Hara
- Social Security Webinar – February 22, 2023
- Steve Athanassie
- Steve Csenge
- Subscribe to ProVise Perspective$
- Susan Washburn
- Thank You – Consultation
- Thank You For Contacting Us
- Thank You Planning Packet
- Thanks for Subscribing
- V Raymond Ferrara, CFP®
- Wealth Management
- Who We Serve
- Tampa #2