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Financial Advisor
Financial AdvisorBlackStar • Tampa, Florida, USA
Financial Advisor

Financial Advisor

BlackStar • Tampa, Florida, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

    • Key Skills

    Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Yearly Salary Salary : 50000 - 60000

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