Job Full Description
Junior Financial Advisor - Client-Focused & Growth-Oriented
Tampa FL,
Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually)
Full Time: Monday-Friday, 8:30am-4:30pm
We're 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 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 Responsibilities
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
Junior Financial Advisor - Client-Focused & Growth-Oriented
Tampa FL,
Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually)
Full Time: Monday-Friday, 8:30am-4:30pm
We're 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 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 Responsibilities
- Build relationships with existing clients and help manage their financial portfolios
- Close new business from warm inbound leads-no hunting or cold outreach
- Learn and implement the firm's 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
- 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
- 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
- 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
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
Junior Financial Advisor in tampa at Unknown Company
This position is listed as full time and onsite.