Junior Financial Advisor

Overview

This full-time Junior Financial Advisor role is based in Tampa, Florida, and is with Express Employment for a fast-growing advisory firm in the Tampa Northwest area. You will work directly with existing clients while assisting with inbound leads, and there is no cold calling or prospecting required. The base salary ranges from $50,000 to $60,000 per year, plus an uncapped commission plan with earning potential up to $200,000 annually. The schedule is Monday through Friday, 8:30 a.m. to 4:30 p.m. This Direct Hire opportunity includes a comprehensive benefits package and paid time off.

Key Responsibilities

• Build relationships with existing clients and help manage their financial portfolios
• Close new business from warm inbound leads, with 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
• Ten years of financial advisory experience or less
• 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

Top Skills for Success

• 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

Benefits

• 2 weeks paid time off
• All major holidays off plus Christmas week
• Medical, dental, and vision insurance plans
• 401(k) with employer match
• Access to investment company portfolios with no management fees

Location

Express Office: Tampa (Northwest), 5011 West Hillsborough Avenue, Suite C, Tampa, FL 33634

Apply today to join a firm that values integrity, mentorship, and long-term client success. This is your opportunity to grow your career in financial advising with a supportive team and a steady stream of qualified leads.