Financial Advisor
2 weeks ago
About the job 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-facingand 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
- 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
- Paid time off + all major holidays
- Medical, dental, and vision insurance
- 401(k) with employer match
- Access to investment portfolios with no management fees
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