Financial Advisor

Express Employment International (US); Tampa (FL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

2 weeks paid time off

All major holidays off + Christmas

Medical, dental, and vision insurance

401(k) with employer match

Access to investment portfolios withNo

Job summary

Express Employment Professionals in Tampa, FL is seeking a Financial Advisor to join a fast-growing advisory firm. You will work directly with existing clients while helping close inbound leads—no cold calling.

This client-facing role is ideal for someone who is coachable, adaptable, and ready to learn the firm’s proven process for delivering exceptional financial guidance. Direct hire with great benefits and PTO.

Qualifications

• Series 65 license required.
• Florida 215 Insurance License preferred.
• CFP certification required.
• Experience with Assets Under Management (AUM) and index annuities.

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.

Skills

Series 65

Florida 215 Insurance License

CFP

AUM experience

5+ years of financial advisory

Job description

Financial Advisor –CFP Required

Tampa FL,

Compensation: Base salary $50,000–$60,000 + uncapped commission (earning potential up to $150,000 annually)

Full Time: Monday-Friday, 8:30am-4:30pm

We’re seeking a 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)

• CFP - Required

• Experience working with Assets Under Management (AUM), especially index annuities

• 5+ Years 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

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