Financial Advisor
BlackStarTampa, Florida, United States3 days ago
Job type
- Full-time
- Quick Apply
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 :
Create a job alert for this search
Financial Advisor • Tampa, Florida, United States
Related jobs
Job Title : Junior Financial Advisor - Client-Focused & Growth-Oriented.Schedule : Monday-Friday, 8 : 30am-4 : 30pm.Education level : All education level.
Skills : Series 65 license (required).We're seeking...Show moreLast updated: 1 day ago
About the job Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL.Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL.
Junior Financial Advisor Client-Focused & Gro...Show moreLast updated: 22 hours ago
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 19 days ago
Junior Financial Advisor – Client-Focused & Growth-Oriented Tampa, FL.Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL.
If you post this job on a job board, please do not use comp...Show moreLast updated: 2 days ago
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...Show moreLast updated: 30+ days ago
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Accountable for overall produc...Show moreLast updated: 30+ days ago
Job Title : Junior Financial Advisor - Client-Focused & Growth-Oriented.Schedule : Monday-Friday 8 : 30am-4 : 30pm.Education level : All education level.
Skills : Series 65 license (required).Were seeking a...Show moreLast updated: 1 day ago
Job Title : Junior Financial Advisor Client-Focused & Growth-Oriented Location : Tampa, FL Type&...Show moreLast updated: 1 day ago
Sales Advisor – Parrish, Tampa, Sarasota Areas.Join our dynamic team as a Sales Advisor, where your passion for customer service and sales excellence will help us grow our customer base and d...Show moreLast updated: 30+ days ago
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025.The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career ...Show moreLast updated: 11 days ago
This is a rare opportunity to step into a client-facing advisory role with a supportive team, structured training, and a clear growth path.
If you're licensed, motivated, and ready to build a reward...Show moreLast updated: 13 hours ago
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FL.Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FL.
If you post this job on a job board please do not use company ...Show moreLast updated: 1 day ago
Port Richey, Florida, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.
Growth opportunities and skill development are defining f...Show moreLast updated: 11 days ago
Tampa NW fast-growing advisory firm and work directly with.This is a client-facing role ideal for someone who is.Direct Hire placement with great benefits package and PTO.Build relationships with e...Show moreLast updated: 1 day ago
Wealth Advisor - Life & Annuities- Warm Leads Provided.Competitive base salary + performance bonuses (top performers exceed $250k+).
About Elite Insurance Partners (EIP).Elite Insurance Partners (EI...Show moreLast updated: 1 day ago
At Ignite Financial Advisors, we're looking for motivated individuals ready to build rewarding careers as financial advisors.
This role is designed for those who want to help clients achieve financi...Show moreLast updated: 1 day ago
The primary purpose of this position is to serve as the Financial Resource Advisor personally or through subordinates performing program planning, processing, execution analysis and technical work ...Show moreLast updated: 21 hours ago
ToProof" style="margin-top : 1em; margin-bottom : 1em; font-family : Aptos, "> We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing ...Show moreLast updated: 3 days ago
- Promoted
Junior Financial Advisor
NSIT SolutionsTampa, FL, United StatesFull-time +1
- Promoted
- New!
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL
ESR HealthcareTampa, FL, United StatesFull-time +1
- Promoted
Block Advisor Tax Advisor - Remote
H&R BlockTampa, FL, USRemote
Full-time
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL
ESRhealthcareTampa, Florida, United StatesFull-time +1
Quick Apply
Financial Advisor Series 7, 65 or 66
San Blas SecuritiesTampa Bay Area, FL, USFull-time
Quick Apply
- Promoted
Investment Executive (Financial Advisor) Bradenton / Sarasota, FL
Fifth Third BankParrish, FL, United StatesFull-time
- Promoted
Junior Financial Advisor
NS IT SolutionsTampa, Florida, USAFull-time +1
Junior Financial Advisor
Meraki7Tampa, FL, United StatesFull-time +1
Quick Apply
- Promoted
Sales Advisor
SUPER HOME SERVICES EXTERIOR CORPParrish, FL, USFull-time
- Promoted
Financial Advisor
Edward JonesTampa, FL, United StatesFull-time
- New!
Junior Financial Advisor - Tampa, FL | Client-Facing Growth Role
Confidential Recruiting PartnersTampa, Florida, United StatesFull-time
Quick Apply
- Promoted
Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL
ESRhealthcareTampa, Florida, USAFull-time +1
- Promoted
Financial Advisor-Tampa area, Florida
TD BankPort Richey, FL, United StatesFull-time
- Promoted
Junior Financial Advisor – Client-Focused & Growth-Oriented
DKMRBH IncTampa, Florida, USAFull-time +1
- Promoted
Wealth Advisor - Life & Annuities
Elite Insurance PartnersTampa, FL, United StatesFull-time
- Promoted
Financial Advisor - Wealth Manager
Ignite Financial AdvisorsTampa, FL, United StatesFull-time +1
- Promoted
- New!
FINANCIAL RESOURCES ADVISOR
Florida StaffingTampa, FL, USPart-time
Junior Financial Advisor Client-Focused & Growth-Oriented
DKMRBH IncTampa, FL, United StatesFull-time +1
Quick Apply