Boutique Financial Advisor - Growth, Mentorship, Bonus

Maggi Tax Advisory Group Inc; Florida; On-site; USD 51,000 - 61,000; Full time

Benefits offered by this job

401(k) + Company Match

Medical

Vision

Long-Term Disability

Short-Term Disability

Life Insurance

PTO + Paid Holidays

Job summary

Maggi Tax Advisory & Financial Group in Oldsmar, FL is seeking a motivated Financial Advisor to deliver comprehensive financial planning and investment management for a growing client base. You will work with senior advisors to develop tailored strategies and grow the firm’s presence.

The role requires Series 65 and Life/Health licenses, 2+ years of experience, and a strong commitment to client service. A competitive base salary with commission and a supportive, entrepreneurial environment

Qualifications

• Investment licensure: Series 65 or equivalent (Required).
• Life & Health Insurance licensure (Required).
• 2+ years of experience in financial planning or investment advisory services (Required).
• A high level of professionalism and a commitment to client service (Required).
• High school diploma (Required).

Responsibilities

• Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections.
• Hold client and prospective client meetings to provide support and ensure follow-up on action items.
• Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.
• Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives.
• Help grow the firm’s client base through consumers activities and company-funded marketing efforts.
• Support marketing and business development initiatives, including vendor research.
• Stay current on industry trends, financial products, and regulatory requirements.
• Provide support to existing clients by answering inquiries and performing account service requests.

Skills

Client service mindset

Professionalism

Education

High School Diploma

Series 65 license

Life & Health Insurance license

Job description

Maggi Tax Advisory & Financial Group in Oldsmar, FL is seeking a motivated Financial Advisor to deliver comprehensive financial planning and investment management for a growing client base. You will work with senior advisors to develop tailored strategies and grow the firm’s presence.

The role requires Series 65 and Life/Health licenses, 2+ years of experience, and a strong commitment to client service. A competitive base salary with commission and a supportive, entrepreneurial environment