Posted 10/07/2026
Job Number: 18015

Financial Advisor

Tampa, Florida • Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Financial Advisor

A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships.

The ideal candidate has 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting.

Salary Range: $65,000 – $75,000 BASE / annually, DOE

Responsibilities

  • Meet with pre-qualified prospective clients to understand their financial goals, retirement plans, assets, and concerns
  • Conduct comprehensive discovery meetings and identify retirement, investment, estate, tax, and insurance planning opportunities
  • Develop and present customized financial strategies based on each client’s individual goals and circumstances
  • Educate clients on recommended financial solutions and confidently guide them through the decision-making process
  • Convert qualified opportunities into new client relationships while maintaining a consultative, client-first approach
  • Build and maintain strong long-term relationships with clients while partnering with internal planning, service, and operations teams
  • Maintain compliance with applicable regulatory requirements and stay current on financial products, planning strategies, and industry trends

Requirements

  • 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role
  • Active Series 65 or Series 66 license required
  • Strong track record of presenting financial recommendations and closing new business
  • Excellent communication, presentation, relationship-building, and consultative sales skills
  • Comfortable using CRM platforms and financial planning software
  • Ability to work effectively in a hybrid environment and conduct client meetings in the office
  • Bachelor’s degree preferred
  • CFP designation and experience with holistic or education-based financial planning preferred

Benefits

  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and paid holidays
  • Uncapped commission and significant long-term earning potential
  • Pre-qualified client appointments supported by an established lead-generation platform
  • Marketing, planning, service, and operational support
  • Quarterly employee events and professional development opportunities
  • Career growth and advancement opportunities

If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed.

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Job ID: a0CUm00005D1c1sMAB

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