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Junior Financial Analyst
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-01-04
Listing for:
Federal Staffing Solutions Inc.
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Job Overview
We are looking for a Junior Financial Analyst to work in Tampa, FL supporting our client.
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
Equal Opportunity Employer
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