Job Description
Job Description 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 client
Full Time: Monday-Friday, 8:30am-4:30pm
We're 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 leads -no 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 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
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
Top Skills for Success - Financial planning and client service
- Investment product knowledge (annuities, retirement strategies)
- Time management and follow-through
- Team collaboration and adaptability
- Sales closing and consultative communication
Equal Opportunity Employer
Job Tags
Full time, Local area, Monday to Friday,