Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL at ESRhealthcare

Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa FLSeries 65 license (required) If you post this job on a job board please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51000 - $60000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: NoEnd Client : Sandy Morris Financial Recruiter Note:Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally only local candidates will be considered for this position.Thank you for your support and partnershipFull Time: Monday-Friday 8:30am-4:30pmWere 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 leadsno 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 great benefits package and PTO.Key ResponsibilitiesBuild relationships with existing clients and help manage their financial portfoliosClose new business from warm inbound leadsno hunting or cold outreachLearn and implement the firms financial planning process and client service modelPresent and manage index annuity and insurance-based investment strategiesConduct client reviews portfolio updates and retirement planning sessionsMaintain accurate records in CRM and financial planning softwareCollaborate with senior advisors and support staff to ensure seamless client experiencesStay current on market trends product offerings and regulatory updates Required QualificationsSeries 65 license (required)Florida 215 Insurance License (preferred)Experience working with Assets Under Management (AUM) especially index annuities10 Years or less of financial advisory experienceStrong communication and relationship-building skillsEfficient organized and able to manage multiple client relationshipsTeam-oriented with a growth mindset and willingness to be coached Top Skills for SuccessFinancial planning and client serviceInvestment product knowledge (annuities retirement strategies)Time management and follow-throughTeam collaboration and adaptabilitySales closing and consultative communication Benefits Package2 weeks paid time offAll major holidays off Christmas weekMedical dental and vision insurance plans401(k) with employer matchAccess to investment company 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