Financial Advisor - Pre-Booked Meetings & Growth

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

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,