Junior Financial Advisor: Inbound Leads, Uncapped Commission

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

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.