Junior Financial Advisor

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

Top Skills for Success

Must Have

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