Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL

Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FL

Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FL

Series 65 license (required)

If you post this job on a job board please do not use company name or salary.

Experience level : Associate Experience required : 9 Years Education level : All education level Job function : Finance Industry : Financial Services Compensation : $51000 - $60000 Total position : 1 Relocation assistance : No Visa sponsorship eligibility : No

End Client : Sandy Morris Financial

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.

Thank you for your support and partnership

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 leadsno 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 leadsno 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

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

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