NextPath Career Partners is currently seeking a Financial Advisor to join our client’s team in Tampa, Florida. This is an onsite (Direct Hire) position.
SALARY: $55,00 – $60,000 (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• Bachelor’s degree in business, finance, economics, or related field
• Professional industry designation preferred (e.g., CFP, ChFC, CRPC)
• Experience in financial planning, investment advisory, or wealth management
• FINRA Series 7 & 66 (or 63 & 65), and Florida Health & Life with Variable Annuity insurance (2-15) required
• FINRA record with no unacceptable entries
• Demonstrated average of $350K annual gross dealer concessions over two years, with 40% advisory, and targeted production of $500K+
• Strong knowledge of goal-based planning, investment management, and financial strategies
• Excellent active listening, discovery, presentation, and sales skills
• Ability to communicate complex concepts clearly
• High level of confidentiality and discretion
• Strong organizational, prioritization, and problem-solving skills
• Effective written and verbal communication skills
• Knowledge of credit union products, services, and regulatory requirements
RESPONSIBILITIES:
• Grow and retain an advisory, brokerage, and insurance client book
• Provide financial, investment, and insurance strategy consultations
• Develop comprehensive financial plans aligned with client needs and monitor their progress
• Own the client relationship, delivering exceptional service and identifying new sales opportunities
• Manage a pipeline of prospects to meet growth and revenue goals
• Present financial recommendations and solutions to clients
• Lead efforts in business development and networking to expand client base
• Partner with branch staff and managers to identify and act on referral opportunities
• Maintain compliance with regulatory and firm policies
• Monitor market trends and increase professional knowledge through continuous education
• Communicate effectively with internal teams and external contacts to build referral networks
• Manage portfolios and third-party asset managers to optimize client assets
NEXTPATH CAREER PARTNERS:
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters has over 80 years of combined experience to help you navigate a job change. Our clients span local and national markets with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If this position does not seem like the right fit, we have a wide variety of roles that could be a match. Reach out by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer.
View all open jobs: http://www.nextpathcp.com
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