Financial Advisor

Financial Advisor - CFP RequiredTampa FL, Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually) Full Time: Monday-Friday, 8:30am-4:30pmWe're seeking a Financial Advisor to join a local Tampa NW 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 their proven process for delivering exceptional financial guidance. Direct hire placement with great benefits package and PTO.Key ResponsibilitiesBuild relationships with existing clients and help manage their financial portfoliosClose new business from warm inbound leads—no hunting or cold outreachLearn and implement the firm's financial planning process and client service modelPresent and manage index annuity and insurance-based investment strategiesConduct client reviews, portfolio updates, and retirement planning sessionsMaintain accurate records in CRM and financial planning softwareCollaborate with senior advisors and support staff to ensure seamless client experiencesStay current on market trends, product offerings, and regulatory updatesRequired QualificationsSeries 65 license (required)Florida 215 Insurance License (preferred)CFP - RequiredExperience working with Assets Under Management (AUM), especially index annuities5+ Years of financial advisory experienceStrong communication and relationship-building skillsEfficient, organized, and able to manage multiple client relationshipsTeam-oriented with a growth mindset and willingness to be coachedTop Skills for SuccessFinancial planning and client serviceInvestment product knowledge (annuities, retirement strategies)Time management and follow-throughTeam collaboration and adaptabilitySales closing and consultative communicationBenefits Package2 weeks paid time offAll major holidays off + Christmas weekMedical, dental, and vision insurance plans401(k) with employer matchAccess to investment company portfolios with no management feesApply 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.