Financial Advisor

Position Title: Financial AdvisorThis role as a Financial Advisor in Tampa presents an opportunity to join a dynamic team that values high achievers. The company provides comprehensive marketing support and schedules appointments, allowing advisors to focus solely on client interactions. Ideal candidates will possess a strong sales ability and a coachable mindset, as the organization fosters a culture of continuous learning and growth. The environment is competitive yet supportive, with a focus on helping clients achieve their financial goals. Those with backgrounds in athletics or military service often find success in this role due to their discipline and willingness to learn.Financial Advisor ResponsibilitiesReview financial plans prepared by the planning teamAttend scheduled client meetings, which are pre-bookedFocus on onboarding clients without marketing responsibilitiesHandle 5-6 new client meetings per weekMaintain a closing ratio of 30%Financial Advisor Requirements2-3 years of experience as a financial advisor with closing experiencePossession of a Series 65 licenseInsurance licensed is preferredBackground as a college athlete or previous military service is preferredBenefitsMedical, dental, and vision insurance starting on day one401k with a 4% match after 90 daysThree weeks of paid time off, combining sick and vacation daysPaid time off during the week of Christmas if performance targets are metPaid holidays include New Year’s Day, Memorial Day, Independence Day, and moreIf you are a Financial Advisor looking to take the next step in your career, apply now!