Wealth Advisor: Close, Consult & Grow with Warm Leads

Sandy Morris Financial and Estate Planning Services, LLC; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Warm leads provided

Supportive team structure

Opportunities for advancement

Job summary

A financial services firm in Tampa is seeking a Financial Advisor to facilitate client meetings and guide them through their financial decisions. This role provides warm leads with no prospecting required and emphasizes teamwork, client-centered service, and professional development. Ideal candidates will be licensed, with a strong knowledge of financial products, and have 5-15 years of advising experience. Competitive compensation is available based on performance and experience.

Qualifications

• Licensed professional with required certifications.
• Proven track record as a closer with clients.
• Strong understanding of indexed universal life (IUL) and AUM management.

Responsibilities

• Meet with clients to present retirement and investment strategies.
• Guide clients through financial planning and AUM opportunities.
• Collaborate with service teams for client experience enhancement.

Skills

Successful closing skills

Client communication

Knowledge of annuities

Team player

Client management

Education

Active Series 65

2-15 license (Life, Health & Variable Annuities)

5-15 years of experience in financial advising

Job description

A financial services firm in Tampa is seeking a Financial Advisor to facilitate client meetings and guide them through their financial decisions. This role provides warm leads with no prospecting required and emphasizes teamwork, client-centered service, and professional development. Ideal candidates will be licensed, with a strong knowledge of financial products, and have 5-15 years of advising experience. Competitive compensation is available based on performance and experience.