Financial Advisor

Express Employment is seeking a Financial Advisor based in Tampa, FL (onsite). This full-time role supports existing clients and closes new opportunities from warm inbound leads, with CFP required and a compensation structure that combines base pay and uncapped commission.

Role Overview

In this position, you will manage client relationships, review and update portfolios, and deliver retirement-focused recommendations. You will also present and administer index annuity and other insurance-based investment strategies, following the firm’s financial planning process and client service model.

Key Responsibilities

• Develop and maintain relationships with existing clients while supporting portfolio management
• Close new business from warm inbound leads, with no cold outreach or hunting
• Learn and apply the firm’s financial planning process and client service model
• Present and manage index annuity and insurance-based investment strategies
• Perform client reviews, portfolio updates, and retirement planning sessions
• Keep accurate records in CRM and financial planning software
• Coordinate with senior advisors and support staff to deliver consistent client experiences
• Monitor market trends, product offerings, and regulatory updates

Required Qualifications

• Series 65 license (required)
• CFP (required)
• 5+ years of financial advisory experience
• Experience working with Assets Under Management (AUM), especially index annuities

Preferred Qualifications

• Florida 215 Insurance License (preferred)

Skills and Competencies

• Strong communication and relationship-building abilities
• Efficient, organized approach with capacity to manage multiple client relationships
• Team-oriented mindset and willingness to be coached
• Time management and follow-through
• Consultative communication and sales closing capability

Technology

• CRM
• Financial planning software

Compensation and Schedule

Base salary: USD 50,000–60,000 per year + uncapped commission. Earning potential up to $150,000 annually.

Schedule: Full-time, Monday–Friday, 8:30am–4:30pm.

Benefits

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