Client Service Associate/Junior Financial Advisor

Florida Financial Advisors; Tampa (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Performance-based bonus

Commission opportunities

Company-paid licensing and exam costs

Ongoing mentorship and professional 개발

Job summary

Florida Financial Advisors in Tampa is seeking a motivated Client Service Associate to support a Senior Financial Advisor. You will gain hands-on exposure to financial planning, investment management, and client relationship building while making a meaningful impact on clients' financial lives.

This role emphasizes delivering exceptional service, coordinating client meetings, preparing financial planning presentations, maintaining CRM records, and assisting with marketing, seminars, and client

Qualifications

• Strong communication and interpersonal skills.
• Highly organized with exceptional attention to detail.
• Professional, positive, and client‑focused attitude.
• Self‑motivated with a strong work ethic.
• Comfortable learning new technology and systems.
• Ability to manage multiple priorities in a fast‑paced environment.
• Bachelor’s degree preferred; relevant experience will be considered.

Responsibilities

• Deliver exceptional service to existing clients through proactive communication and follow‑up.
• Coordinate client meetings and prepare financial planning presentations.
• Assist with account servicing, paperwork, and operational tasks.
• Manage client review schedules and outreach initiatives.
• Support marketing campaigns, seminars, social media, and client appreciation events.
• Maintain CRM records and help ensure an exceptional client experience.
• Strengthen client relationships and identify referral opportunities.
• Collaborate on projects that help grow the practice.

Skills

Communication

Organization

Customer service

Self-motivation

Tech-savvy

Multitasking

Education

Bachelor’s degree preferred

Tools

CRM software

Job description

We're seeking a motivated, detail-oriented Client Service Associate who wants to build a long-term career in financial services while learning directly from an experienced Senior Financial Advisor.

This opportunity provides hands‑on exposure to financial planning, investment management, client relationship building, business development, and practice management while making a meaningful impact on clients' financial lives.

What You’ll Do

• Deliver exceptional service to existing clients through proactive communication and follow‑up
• Coordinate client meetings and prepare financial planning presentations
• Assist with account servicing, paperwork, and operational tasks
• Manage client review schedules and outreach initiatives
• Support marketing campaigns, seminars, social media, and client appreciation events
• Maintain CRM records and help ensure an exceptional client experience
• Strengthen client relationships and identify referral opportunities
• Collaborate on projects that help grow the practice

What We’re Looking For

• Strong communication and interpersonal skills
• Highly organized with exceptional attention to detail
• Professional, positive, and client‑focused attitude
• Self‑motivated with a strong work ethic
• Comfortable learning new technology and systems
• Ability to manage multiple priorities in a fast‑paced environment
• Bachelor’s degree preferred; relevant experience will be considered

Professional Development

As part of your career growth, you'll be expected to obtain the appropriate securities and insurance licenses. We'll provide training, mentorship, study resources, and cover licensing exam costs to help you succeed.

• Performance-based bonus
• Commission opportunities
• Company-paid licensing and exam costs
• Ongoing mentorship and professional development

Why Join Us?

You'll work side‑by‑side with an experienced Senior Financial Advisor, gaining mentorship and real‑world experience in:

• Investment and retirement planning
• Client relationship management
• Marketing and branding

If you're hungry to learn, committed to excellence, and excited about building a meaningful career in wealth management, we'd love to hear from you.