Financial Advisor - Qualified Appointments Provided
linkedinTampa (FL)
$75,000
Apply (opens in a new tab)Financial Advisor - Qualified Appointments Provided
Posted yesterday
linkedinTampa (FL)
SENIORITY
Senior
SALARY
$75,000
About the role
Financial Advisor – Qualified Appointments Provided
Location: Tampa, FL
Employment Type: Full-TimeAbout the Opportunity
We are partnering with a growing wealth management and financial planning firm that is expanding its advisor presence in the Tampa market and hiring multiple Financial Advisors as part of that growth. This is a true financial advisory and planning opportunity with a major difference from many traditional advisor roles: You do not have to build your own pipeline. An established internal marketing and lead-generation team handles prospecting, lead qualification, and appointment setting. Qualified prospective clients are placed directly on your calendar, allowing you to spend your time where you can make the greatest impact — understanding the client's financial picture, developing strategies, providing advice, and ultimately earning the client relationship. This is an excellent opportunity for an experienced advisor who enjoys the consultative and relationship-building side of wealth management, has the ability to close new business, but would prefer to spend less time cold prospecting.
What You'll Do:
- Meet with qualified prospective clients provided through the firm's internal lead-generation platform
- Conduct comprehensive discovery to understand each client's financial situation, goals, concerns, and retirement objectives
- Develop and present financial planning and wealth-management strategies
- Advise clients across areas including investments, retirement income, financial planning, estate considerations, tax strategies, and insurance
- Educate prospective clients and clearly communicate financial recommendations
- Build trust, address questions and objections, and convert qualified prospects into long-term client relationships
- Grow assets under management through successful new-client acquisition
- Develop lasting advisory relationships and provide ongoing financial guidance
- Participate in educational presentations and seminars as appropriate
What We're Looking For:
- 3+ years of experience as a Financial Advisor, Wealth Advisor, Financial Consultant, or similar client-facing advisory professional
- Active Series 65 and/or Series 66 or equivalent applicable licensingCFP® designation is highly valued
- Demonstrated financial planning and wealth-management experience
- Proven ability to develop and close new client relationships
- Experience bringing in new AUM, consolidating outside assets, or growing client relationships
- Strong consultative communication and presentation skills
- Retirement planning experience is a plus
- Seminar or public-speaking experience is a plus
- Comfortable working in a performance-driven environment
- Ability to build credibility and trust quickly with prospective clients
- CompensationThe compensation model is designed to reward performance and provides significant upside:$75,000 minimum guaranteed Year 1 draw
- Performance-based compensation above the draw
- Uncapped earning potential
- Strong performers have the opportunity to earn $250,000–$350,000+Qualified prospective client appointments are provided
- Why This Opportunity Is Different
Many experienced advisors are excellent at financial planning and winning client relationships but spend an enormous amount of their time prospecting, cold calling, networking, and trying to fill their own calendars.
This model separates prospect generation from advising.
The firm's internal team builds the pipeline. You focus on the client.
If you're an experienced advisor who enjoys financial planning, developing relationships, and closing new business - and you'd like the opportunity to do that with qualified appointments already on your calendar - we'd like to speak with you.
Multiple positions are available as the firm expands its presence in Tampa.
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
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Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.