Junior Financial Advisor

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.

• 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

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