Financial Advisor

Boutique Recruiting; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k with 4% match

Three weeks paid time off

Paid time off during Christmas if目标达成

Paid holidays

Job summary

Boutique Recruiting is seeking a Financial Advisor in Tampa to join a dynamic team that supports its advisors with marketing and appointment scheduling. The role emphasizes client interaction, disciplined prospecting, and a strong closing culture.

Ideal candidates have 2-3 years of advisor experience, a Series 65 license, and an insurance license is a plus. Background as an athlete or military service is valued for its discipline and coachability.

Qualifications

• 2-3 years of experience as a financial advisor with closing experience.
• Possession of a Series 65 license.
• Insurance license 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%.

Skills

Sales

Coachable mindset

Education

Series 65 license

Insurance license

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