Financial Advisor

A Junior Financial Advisor position at a fast‑growing advisory firm in Tampa, FL. This is a client‑facing role where you will work directly with existing clients and close inbound leads—no cold calling necessary. Application is open to individuals with 3 –7 years of experience (no more than 10 years). The firm offers direct hire placement, PTO, and a competitive benefits package.

• Build relationships with existing clients and 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

• 2 weeks paid time off
• All major holidays off, plus Christmas week
• Medical, dental, and vision insurance plans
• 401(k) with employer match
• Access to investment company portfolios with no management fees

Entry level

Full‑time

Finance and Sales

Staffing and Recruiting

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