Junior Financial Advisor: Client Growth & Series 65

ESR Healthcare; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

A local fast-growing advisory firm in Tampa is seeking a Junior Financial Advisor to manage existing clients and assist in closing inbound leads. This role requires a Series 65 license and up to 10 years of financial advisory experience. Candidates should possess strong communication skills and be ready to learn the firm's financial planning process. Competitive benefits package includes paid time off and 401(k) with employer match.

Qualifications

• Series 65 license is required.
• 10 years or less of financial advisory experience.
• Strong communication and relationship-building skills.

Responsibilities

• Build relationships with existing clients and help manage their financial portfolios.
• Close new business from warm inbound leads.
• Conduct client reviews and retirement planning sessions.

Skills

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

Education

Series 65 license

Florida 215 Insurance License

Job description

A local fast-growing advisory firm in Tampa is seeking a Junior Financial Advisor to manage existing clients and assist in closing inbound leads. This role requires a Series 65 license and up to 10 years of financial advisory experience. Candidates should possess strong communication skills and be ready to learn the firm's financial planning process. Competitive benefits package includes paid time off and 401(k) with employer match.