Financial AdvisorBlackStar • Tampa, Florida, United States

Financial Advisor

BlackStar • Tampa, Florida, United States

11 days ago

Job type

Full-time

Quick Apply

Job description

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

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Financial Advisor • Tampa, Florida, United States

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