Financial Advisor

Boutique Recruiting; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with a 4% match after 90 days

3 weeks paid time off

Paid holidays

Job summary

Boutique Recruiting is seeking a Financial Advisor in Tampa to join a dynamic team that targets high achievers and provides marketing support for client meetings. Ideal candidates will have 2–3 years of closing experience and a Series 65 license; insurance licensing is a plus.

Athletics or military background is preferred, reflecting discipline and coachability within a growth-focused environment. The role emphasizes pre-booked meetings, onboarding clients, and achieving a 30% closing ratio,

Qualifications

• 2-3 years of experience as a financial advisor with closing experience.
• Possession of a Series 65 license.
• Insurance licensed is preferred.
• Background as a college athlete or previous military service is preferred.

Responsibilities

• Review financial plans prepared by the planning team.
• Attend scheduled client meetings, which are pre-booked.
• Focus on onboarding clients without marketing responsibilities.
• Handle 5-6 new client meetings per week.
• Maintain a closing ratio of 30%.

Job description

Position Title: Financial Advisor

This role as a Financial Advisor in Tampa presents an opportunity to join a dynamic team that values high achievers. The company provides comprehensive marketing support and schedules appointments, allowing advisors to focus solely on client interactions. Ideal candidates will possess a strong sales ability and a coachable mindset, as the organization fosters a culture of continuous learning and growth. The environment is competitive yet supportive, with a focus on helping clients achieve their financial goals. Those with backgrounds in athletics or military service often find success in this role due to their discipline and willingness to learn.

Financial Advisor Responsibilities:

• Review financial plans prepared by the planning team
• Attend scheduled client meetings, which are pre-booked
• Focus on onboarding clients without marketing responsibilities
• Handle 5-6 new client meetings per week
• Maintain a closing ratio of 30%

Financial Advisor Requirements:

• 2-3 years of experience as a financial advisor with closing experience
• Possession of a Series 65 license
• Insurance licensed is preferred
• Background as a college athlete or previous military service is preferred

Benefits:

• Medical, dental, and vision insurance starting on day one
• 401k with a 4% match after 90 days
• Three weeks of paid time off, combining sick and vacation days
• Paid time off during the week of Christmas if performance targets are met
• Paid holidays include New Year’s Day, Memorial Day, Independence Day, and more