Index Annuities Finance Jobs

1 job found

5mo ago

Junior Financial Advisor

Express Employment Tampa, FL

Tampa, FL

5mo ago Closed

$50k - $60k/yr Full time Advisor Annuities Assets Under Management

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

This full-time Junior Financial Advisor role is based in Tampa, Florida, and is with Express Employment for a fast-growing advisory firm in the Tampa Northwest area. You will work directly with existing clients while assisting with inbound leads, and there is no cold calling or prospecting required. The base salary ranges from $50,000 to $60,000 per year, plus an uncapped commission plan with earning potential up to $200,000 annually. The schedule is Monday through Friday, 8:30 a.m. to 4:30 p.m. This Direct Hire opportunity includes a comprehensive benefits package and paid time off.

Key Responsibilities

Build relationships with existing clients and help manage their financial portfolios
Close new business from warm inbound leads, with 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
Ten years of financial advisory experience or less
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

Benefits

2 weeks paid time off
All major holidays off plus Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees

Location

Express Office: Tampa (Northwest), 5011 West Hillsborough Avenue, Suite C, Tampa, FL 33634

Apply today to join a firm that values integrity, mentorship, and long-term client success. This is your opportunity to grow your career in financial advising with a supportive team and a steady stream of qualified leads.

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