Financial Advisor

Boutique Recruiting; Tampa (FL); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Uncapped commission and earning growth

Lead-generation platform

Job summary

Boutique Recruiting in Tampa seeks an experienced Financial Advisor to guide retirees, pre-retirees and high-net-worth clients through retirement and financial planning. You will meet pre-qualified prospects, conduct discovery, present recommendations, and close new business in a supportive wealth management platform.

The ideal candidate has 3–5+ years in client-facing financial services, holds Series 65 or 66, and can build long-term relationships.

Qualifications

• 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role.
• Active Series 65 or Series 66 license required.
• Strong ability to present recommendations and close new business.
• Excellent communication, presentation and client relationship skills.

Responsibilities

• Meet with pre-qualified prospective clients to understand goals and plans.
• Conduct discovery meetings and identify retirement, investment, estate, tax and insurance opportunities.
• Develop and present customized financial strategies.
• Educate clients on financial solutions and guide decision-making.
• Convert opportunities to new clients while maintaining a consultative approach.
• Build long-term relationships and coordinate with planning, service and operations teams.
• Maintain regulatory compliance and stay current on financial products and planning trends.

Skills

Client meetings

CRM proficiency

Communication

Relationship-building

Consultative sales

Education

Bachelor's degree

Tools

CRM software

Financial planning software

Job description

Position Title: Financial Advisor

A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships.

The ideal candidate has 3-5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting.

Salary Range: $65,000 - $75,000 BASE / annually, DOE

Responsibilities

• Meet with pre-qualified prospective clients to understand their financial goals, retirement plans, assets, and concerns
• Conduct comprehensive discovery meetings and identify retirement, investment, estate, tax, and insurance planning opportunities
• Develop and present customized financial strategies based on each client's individual goals and circumstances
• Educate clients on recommended financial solutions and confidently guide them through the decision-making process
• Convert qualified opportunities into new client relationships while maintaining a consultative, client-first approach
• Build and maintain strong long-term relationships with clients while partnering with internal planning, service, and operations teams
• Maintain compliance with applicable regulatory requirements and stay current on financial products, planning strategies, and industry trends

Requirements

• 3-5+ years of experience as a Financial Advisor or in a similar client-facing financial services role
• Active Series 65 or Series 66 license required
• Strong track record of presenting financial recommendations and closing new business
• Excellent communication, presentation, relationship-building, and consultative sales skills
• Comfortable using CRM platforms and financial planning software
• Ability to work effectively in a hybrid environment and conduct client meetings in the office
• Bachelor's degree preferred
• CFP designation and experience with holistic or education-based financial planning preferred

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Uncapped commission and significant long-term earning potential
• Pre-qualified client appointments supported by an established lead-generation platform
• Marketing, planning, service, and operational support
• Quarterly employee events and professional development opportunities
• Career growth and advancement opportunities

If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed.