Financial Advisor at BlackStar

We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads cold calling required. Perfect for proactive coachable advisors ready to grow in a supportive environment. Key Responsibilities: Manage and grow client financial portfoliosClose new business from warm leadsPresent index annuities and other investment strategiesConduct client reviews portfolio updates and retirement planning sessionsMaintain accurate records in CRM and financial softwareCollaborate with senior advisors to deliver exceptional client experiences Qualifications: Series 65 license (required)Florida 215 Insurance License (preferred)Experience with Assets Under Management (AUM) especially index annuitiesUp to 10 years of financial advisory experienceStrong communication and client relationship skillsOrganized efficient and team-oriented Benefits: Paid time off all major holidaysMedical dental and vision insurance401(k) with employer matchAccess to investment portfolios with no management fees Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills Employment Type : Full Time Experience: years Vacancy: 1 Yearly Salary Salary: 50000 - 60000