Talentsearchpro · 1 month ago
Junior Financial Advisor – (Financial analysis, Planning and CRM software)
Tampa_FL
Full-time
Onsite
New Grad, Entry LevelTalentsearchpro is a fast-growing advisory firm located in Tampa NW, seeking a Junior Financial Advisor to work directly with existing clients and assist in closing inbound leads. The role involves managing financial portfolios, implementing financial planning processes, and maintaining client relationships without the need for cold calling.
Human Resources
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
Qualification
Required
Series 65 license (required)
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
Preferred
Florida 215 Insurance License
Benefits
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
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase