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.
Retirement Plan Advisor - Clearwater, FL
We are looking for someone who has a passion for helping people reach their financial goals. You will be a part of an experienced team that prides themselves on designing and implementing effective retirement plans for our clients. One area we will continue to focus on is financial planning to better prepare plan participants for retirement and many of their other objectives. You will have the opportunity to build long-lasting relationships and make a significant impact on many people’s lives. Learn More
Associate Financial Planner - Clearwater, FL
The Associate Financial Planner assists the Advisory Team to provide financial planning and investment management work, either, under the management of higher-level professionals or on their own (depending on experience and qualifications). They assist clients by acting as an Advisory point of contact for client follow-ups as well as financial planning preparation. 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.”