Financial AdvisorBlackStar • Tampa, Florida, United States
Financial Advisor
BlackStar • Tampa, Florida, United States
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- [job_card.full_time]
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[job_card.job_description]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 Paid time off + all major holidays Medical, dental, and vision insurance 401(k) with employer match Access to investment portfolios with no management fees
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 :
Benefits :
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