Junior Financial Analyst at Federal Staffing Solutions Inc.

We connect our employees with some of the best opportunities around.Time and again our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us you build a relationship with a team of employment professionals in your community who have in turn built professional relationships with the businesses that are hiring.We are looking for a Junior Financial Analyst to work in Tampa FL supporting our clientFull 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 communicationEqual Opportunity EmployerRequired Skills: 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 Key Skills Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning Employment Type : Full Time Experience: years Vacancy: 1