fbpx
Important disclosure

800-633-3049

Client login

CAREERS

Find Your Purpose at ProVise

View Opportunities

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

OUR CORE VALUES

 

Always work in the client’s best interest.

OUR CORE VALUES

 

Provide an unqualified client experience.

OUR CORE VALUES

 

Be exceptional. Good is not good enough.

OUR CORE VALUES

 

Seek the “Why”

OUR CORE VALUES

 

Be a good community citizen.

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.”

Jennifer F.

Senior Client Relationship Associate

“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.”

Russell C.

Senior Financial Planner

“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.”

Oscar S.

Financial Planner

“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.”

Margie N.

Senior Client Relationship Associate