Annuity Specialist - index, compliance

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.

• 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