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Financial Planner; financial exp​/employment exp

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Kingsbury Financial Advisors
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 USD Yearly USD 100000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planner (1 yr financial exp / 3 yrs employment exp preferred)

At Kingsbury Financial Advisors, we help individuals reach their financial goals through thoughtful, personalized strategies and clear guidance. Our team operates in a collaborative, forward-thinking environment where smart work is valued, wins are celebrated, and everyone has a voice.

We take pride in doing meaningful work and building lasting relationships that trulyimpactour clients’ financial lives.

Ifyou’reexcited to be part of a driven, supportive team that values results, integrity, and growth,we’dlove to hear from you.

Responsibilities:
  • Build and grow your book of business with a focus on new client acquisition and retention with support from our Senior Advisors
  • Conduct comprehensive financial planning sessions and recommend tailored solutions
  • Foster long-term relationships with clients and provide ongoing support
  • Utilize company-provided leads, tools, and resources to drive business growth
Education and

Qualifications:
  • Bachelor’s degree in Businessor a related field or a minimum of two years of experience in financial services.
  • License and Certifications (Preferred): CFP, CFA, 2-14, or Series 65
  • Reliable transportation and ability to work on-site Monday to Friday
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Entrepreneurial mindset with a passion for helping othersachievetheir financial goals.
  • Must be a US citizen
  • Advisor Compensation Options: W-2 position with a $30,000 base salary plus uncapped commission, or a 1099 independent contractor role offering 100% commission
  • First year earning potential reaching up to $100,000 or more
  • Extensive one-on-one training and support with personalized financial guidance through comprehensive investment strategies tailored to client needs
  • Access to company-provided leads and cutting-edge financial planning tools.
  • Supportive and collaborative team culture.
  • Receive up-to-date knowledge of financial products, services, and regulations.
  • Flexible time off
  • Ongoing opportunities for professional growth and development.
  • Optional Insurance Resourcesavailablefor employees who wish to pursue external coverage independently.
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