Junior Financial Advisor

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Junior Financial Advisor Client-Focused & Growth-Oriented

Location: Tampa FL

Type: On site

Industry: Financial Services

Recruiter Note:
Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally only local candidates will be considered for this position.

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 leads-no 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 leads-no 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

Must Have

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

Job Title: Junior Financial Advisor Client-Focused & Growth-Oriented Location: Tampa FL Type: On site Industry: Financial Services Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that ea...