Financial Advisor
We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads cold calling required. Perfect for proactive coachable advisors ready to grow in a supportive environment.
Key Responsibilities:
- Manage and grow client financial portfolios
- Close new business from warm leads
- Present index annuities and other investment strategies
- Conduct client reviews portfolio updates and retirement planning sessions
- Maintain accurate records in CRM and financial software
- Collaborate with senior advisors to deliver exceptional client experiences
Qualifications:
- Series 65 license (required)
- Florida 215 Insurance License (preferred)
- Experience with Assets Under Management (AUM) especially index annuities
- Up to 10 years of financial advisory experience
- Strong communication and client relationship skills
- Organized efficient and team-oriented
Benefits:
- Paid time off all major holidays
- Medical dental and vision insurance
- 401(k) with employer match
- Access to investment portfolios with no management fees
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