Junior Financial Advisor

Express Employment • Tampa, FL, US

2 days ago

Job type

Full-time

Permanent

Job description

Job Description

Located in Tampa, FL

Salary : $50-60K based on experience

Junior Financial Advisor - Client-Focused & Growth-Oriented

Tampa FL, $50K-60K based on experience plus commission

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

We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm to 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 willing 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 firm's 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

Benefits Package

2 weeks paid time off

All major holidays off + Christmas week

Medical, dental, and vision insurance plans

401(k) with employer match

Access to investment company portfolios with no management fees

Apply today to join a firm that values integrity, mentorship, and long-term client success. This is your opportunity to grow your career in financial advising with a supportive team and a steady stream of qualified leads.

#3379NW

Express Office : Tampa (Northwest)

5011 West Hillsborough Avenue

Suite C

Tampa, FL 33634

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Financial Advisor • Tampa, FL, US