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

Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FLJunior Financial Advisor – Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 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-4:30pmKey ResponsibilitiesBuild relationships with existing clients and help manage their financial portfoliosClose new business from warm inbound leadsno 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)Experience working with Assets Under Management (AUM), especially index annuities10 Years or less 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 feesWorking Place: Tampa, Florida, United StatesCompany: ESR Healthcare