Financial AdvisorBlackStar • Tampa, Florida, USA
Financial Advisor
BlackStar • Tampa, Florida, USA
7 days ago
Job type
- Full-time
Job descriptionSeries 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 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 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 :
Benefits :
Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills
Employment Type : Full Time
Experience : years
Vacancy : 1
Yearly Salary Salary : 50000 - 60000
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Financial Advisor • Tampa, Florida, USA
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