A104
Located in Tampa, FL
Pay: $50-60K based on experience
Job Full Description
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 our 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 our proven process for delivering exceptional financial guidance.
Key Responsibilities
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Build relationships with existing clients and help manage their financial portfolios
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Close new business from warm inbound leads—no hunting or cold outreach
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Learn and implement the firm’s financial planning process and client service model
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Present and manage index annuity and insurance-based investment strategies
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Conduct client reviews, portfolio updates, and retirement planning sessions
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Maintain accurate records in CRM and financial planning software
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Collaborate with senior advisors and support staff to ensure seamless client experiences
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Stay current on market trends, product offerings, and regulatory updates
Required Qualifications
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Series 65 license (required)
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Florida 215 Insurance License (preferred)
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Experience working with Assets Under Management (AUM), especially index annuities
- 10 Years or less of financial advisory experience
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Strong communication and relationship-building skills
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Efficient, organized, and able to manage multiple client relationships
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Team-oriented with a growth mindset and willingness to be coached
Top Skills for Success
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Financial planning and client service
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Investment product knowledge (annuities, retirement strategies)
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Time management and follow-through
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Team collaboration and adaptability
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Sales closing and consultative communication
Benefits Package
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2 weeks paid time off
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All major holidays off + Christmas week
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Medical, dental, and vision insurance plans
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401(k) with employer match
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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
Tampa (Northwest), FL
3379
5011 W Hillsborough Ave
Suite C
Tampa, FL 33634
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