Address: Tampa, FL 33621

Telephone: 901-207-8038

Email Address: smithassociates1725@gmail.com

Hours: Office Hours – 3:30 PM – 8:00 PM CST

We’re seeking a Junior Financial Advisor to join a local
Tampa NW fast growing advisory firm and work directly
with existing clients while helping close inbound leads
no cold calling or prospecting required. This is a
client-facing role ideal for someone who is coachable,
adaptable, proactive, and ready to learn their proven
process for delivering exceptional financial guidance.
Direct Hire placement with a great benefits package
and PTO.

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Position Title : Junior Financial Advisor – Client-Focused & Growth-Oriented
ATTENTION: ” $TOP PAY “(Interviewing Now)
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Location : Tampa, FL

Salary : Competitive

Experience level: Associate
Experience required: 9 Years
Education level: All education level
Job function: Finance
Industry: Financial Services
Total position: 1
Relocation assistance: No
Visa sponsorship eligibility: No

Thank you for your support and partnership

Full Time: Monday-Friday, 8:30am-4:30pm

We’re seeking a Junior Financial Advisor to join a local Tampa NW fast
growing advisory firm and work directly with existing clients while helping
close inbound leads—no cold calling or prospecting required. This is a
client-facing role ideal for someone who is coachable, adaptable,
proactive, and ready to learn their proven process for delivering
exceptional financial guidance. Direct Hire placement with a great benefits
package and PTO.

Key Responsibilities :

– Build relationships with existing clients and help manage their financial
portfolios
– Close new business from warm inbound leads—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
– 10 Years or less of financial advisory experience
– 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

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 Package :

– 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

For consideration you must act now, send resume to
smithassociates1725@gmail.com. Sincerely,

Gerald Smith

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