Junior Financial Analyst

Federal Staffing Solutions Inc.

Job Location:

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

We connect our employees with some of the best opportunities around.

Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment professionals in your community who have in turn built professional relationships with the businesses that are hiring.

We are looking for a Junior Financial Analyst to work in Tampa FL supporting our client

Full Time: Monday-Friday 8:30am-4:30pm

Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable adaptable proactive and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.

Key Responsibilities

Build relationships with existing clients and help manage their financial portfolios
Close new business from warm inbound leadsno hunting or cold outreach
Learn and implement the firms financial planning process and client service model
Present and manage index annuity and insurance-based investment strategies
Conduct client reviews portfolio updates and retirement planning sessions
Maintain accurate records in CRM and financial planning software
Collaborate with senior advisors and support staff to ensure seamless client experiences
Stay current on market trends product offerings and regulatory updates

Required Qualifications

Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience working with Assets Under Management (AUM) especially index annuities
10 Years or less of financial advisory experience
Strong communication and relationship-building skills
Efficient organized and able to manage multiple client relationships
Team-oriented with a growth mindset and willingness to be coached

Top Skills for Success

Financial planning and client service
Investment product knowledge (annuities retirement strategies)
Time management and follow-through
Team collaboration and adaptability
Sales closing and consultative communication

Equal Opportunity Employer

Required Skills:

Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM) especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient organized and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached

We connect our employees with some of the best opportunities around.Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment ...

We connect our employees with some of the best opportunities around.

We are looking for a Junior Financial Analyst to work in Tampa FL supporting our client

Full Time: Monday-Friday 8:30am-4:30pm

Key Responsibilities

Build relationships with existing clients and help manage their financial portfolios
Close new business from warm inbound leadsno hunting or cold outreach
Learn and implement the firms financial planning process and client service model
Present and manage index annuity and insurance-based investment strategies
Conduct client reviews portfolio updates and retirement planning sessions
Maintain accurate records in CRM and financial planning software
Collaborate with senior advisors and support staff to ensure seamless client experiences
Stay current on market trends product offerings and regulatory updates

Required Qualifications

Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience working with Assets Under Management (AUM) especially index annuities
10 Years or less of financial advisory experience
Strong communication and relationship-building skills
Efficient organized and able to manage multiple client relationships
Team-oriented with a growth mindset and willingness to be coached