Junior Financial Advisor Client-Focused Oriented Tampa, FL

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

We are seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm. The role is client-facing, working directly with existing clients while helping close inbound leads. No cold calling or prospecting is required.

• Build relationships with existing clients and manage their financial portfolios.
• Close new business from warm inbound leads.
• 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.

Full Time:
Monday-Friday, 8:30am-4:30pm.
Compensation: $51,000 - $60,000.
No relocation assistance, visa sponsorship or relocation required.
Relocation assistance:
No. Visa sponsorship eligibility:
No.