Alyssia Watson Recruting
A Junior Financial Advisor position at a fast‑growing advisory firm in Tampa, FL. This is a client‑facing role where you will work directly with existing clients and close inbound leads—no cold calling necessary. Application is open to individuals with 3 –7 years of experience (no more than 10 years). The firm offers direct hire placement, PTO, and a competitive benefits package.
Responsibilities
Build relationships with existing clients and 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
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
Benefits Package
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
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Staffing and Recruiting
Referrals increase your chances of interviewing at Alyssia Watson Recruiting by 2x.
Get notified about new Financial Advisor jobs in
Tampa, FL .
Salary:
Tampa, FL $140,000.00-$160,000.00
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Responsibilities
Build relationships with existing clients and 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
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
Benefits Package
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
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Staffing and Recruiting
Referrals increase your chances of interviewing at Alyssia Watson Recruiting by 2x.
Get notified about new Financial Advisor jobs in
Tampa, FL .
Salary:
Tampa, FL $140,000.00-$160,000.00
#J-18808-Ljbffr