Financial Advisor

Tampa, FL - USA

Yearly Salary: $ 50000 - 60000

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads cold calling required. Perfect for proactive coachable advisors ready to grow in a supportive environment.

Key Responsibilities:

Manage and grow client financial portfolios
Close new business from warm leads
Present index annuities and other investment strategies
Conduct client reviews portfolio updates and retirement planning sessions
Maintain accurate records in CRM and financial software
Collaborate with senior advisors to deliver exceptional client experiences

Qualifications:

Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience with Assets Under Management (AUM) especially index annuities
Up to 10 years of financial advisory experience
Strong communication and client relationship skills
Organized efficient and team-oriented

Benefits:

Paid time off all major holidays
Medical dental and vision insurance
401(k) with employer match
Access to investment portfolios with no management fees

We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads cold calling required. Perfect for proactive coachable advisors ready to gro...