Junior Financial Advisor (Financial analysis, Planning and CRM software)

Job Description

Job Description

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.

Key Responsibilities

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

Required Qualifications

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

Top Skills for Success

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

Benefits Package

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