Junior Financial Advisor

Express Employment Professionals - Cincinnati East

Tampa (FL)

On-site

USD 50,000 - 60,000

Full time

6 days ago

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Benefits offered by this job

2 weeks paid time off

All major holidays off + Christmas</p>

Medical, dental, and vision insurance

401(k) with employer match

Access to investment portfolios withNo

Job summary

Express Employment Professionals - Cincinnati East in Tampa, FL, is seeking a Junior Financial Advisor to work with existing clients and inbound leads, delivering trusted financial guidance. The role emphasizes relationship-building, ongoing client reviews, and adherence to a structured planning process.

The position offers base salary in the $50k–$60k range with uncapped commissions and significant earning potential, plus a comprehensive benefits package and PTO.

Qualifications

Series 65 license required.
Florida 215 Insurance license preferred.
10 years or less of financial advisory experience.
Experience with Assets Under Management (AUM), especially index annuities.

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.

Skills

Communication & relationship-building

Financial planning

Investment products knowledge

Time management

Team collaboration

Sales closing & consultative

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

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