Financial Advisor

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