Financial Advisor | Retirement Planning

Financial Advisor – Retirement Planning | Tampa, FLYou became an advisor to help clients make smarter retirement decisions — not to spend your best hours chasing cold leads.Big Financial Services is a fiduciary retirement planning firm in Tampa with a marketing engine already built: The Big Money Show on TV, radio, digital campaigns, and live dinner/educational seminars that produce a consistent flow of warm, pre-qualified appointments.The OpportunityYou’ll work with pre-retirees and retirees who are actively looking for guidance around income planning, investments, insurance, tax-aware retirement strategies, and long-term financial confidence.Instead of building from scratch, you’ll step into a system designed to help advisors do their best work: meet with qualified prospects, uncover what matters most, present clear recommendations, and build long-term client relationships through proactive service and reviews.What You’ll GetBase salary of $70,000–$120,000 plus revenue-based incentive compensationFirm-generated appointments through TV, radio, digital, and seminar marketingNo cold prospecting or buying shared internet leadsFiduciary platform through an SEC-registered RIAStructured planning process, coaching, compliance support, and direct leadership accessOnsite role in Tampa, FloridaWhat You’ll DoLead retirement planning meetings with pre-retirees and retireesDevelop and present planning strategies in a clear, client-first wayHelp clients make informed decisions with confidenceMaintain long-term relationships through reviews and proactive serviceFollow the firm’s planning and client service process for consistency and complianceParticipate in ongoing coaching, training, and professional developmentRequired QualificationsActive Life & Health Insurance LicenseSeries 65 or 66Experience in retirement planning or consultative financial salesStrong communication and presentation skillsAbility to build trust with pre-retirees and retireesIf you’re ready for a platform with real marketing behind it — and you want to focus more of your energy on advising instead of prospecting — we’d like to hear from you.