Series 65 Licensed Financial Advisor - High-Impact Growth

Boutique Recruiting; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k with 4% match

Three weeks paid time off

Paid time off during Christmas if目标达成

Paid holidays

Job summary

Boutique Recruiting is seeking a Financial Advisor in Tampa to join a dynamic team that supports its advisors with marketing and appointment scheduling. The role emphasizes client interaction, disciplined prospecting, and a strong closing culture.

Ideal candidates have 2-3 years of advisor experience, a Series 65 license, and an insurance license is a plus. Background as an athlete or military service is valued for its discipline and coachability.

Qualifications

• 2-3 years of experience as a financial advisor with closing experience.
• Possession of a Series 65 license.
• Insurance license 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%.

Skills

Sales

Coachable mindset

Education

Series 65 license

Insurance license

Job description

Boutique Recruiting is seeking a Financial Advisor in Tampa to join a dynamic team that supports its advisors with marketing and appointment scheduling. The role emphasizes client interaction, disciplined prospecting, and a strong closing culture.

Ideal candidates have 2-3 years of advisor experience, a Series 65 license, and an insurance license is a plus. Background as an athlete or military service is valued for its discipline and coachability.