Junior Financial Advisor

Express Employment Professionals - Cincinnati East; Tampa (FL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

2 weeks PTO

Holidays off

Medical, dental, vision

401(k) with employer match

Job summary

Express Employment Professionals in Tampa, FL, is seeking a Junior Financial Advisor to work with existing clients and inbound leads. This client-facing role emphasizes learning a proven process for financial guidance, with compensation including base salary and uncapped commission.

The ideal candidate is coachable, adaptable, proactive, and eager to grow in a fast-growing advisory firm. Full-time hours and an attractive benefits package accompany this position.

Qualifications

• Series 65 license required.
• Florida 215 Insurance License preferred.
• Experience with AUM and index annuities beneficial.
• 10 years or less financial advisory experience.
• Strong communication and relationship-building skills.
• Organized and able to manage multiple client relationships.
• Team-oriented with willingness to be coached.

Responsibilities

• Build relationships with existing clients and help manage their portfolios.
• Close new business from warm inbound leads – no 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.

Education

Series 65 license

Florida 215 Insurance License

Job description

Junior Financial Advisor - Client-Focused & Growth-Oriented

Tampa FL,

Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually)

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

We're seeking a Junior 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)
• Experience working with Assets Under Management (AUM), especially index annuities
• 10 Years or less 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