Junior Financial Analyst

Job Overview

We are looking for a Junior Financial Analyst to work in Tampa, FL supporting our client.

• 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