Financial Advisor - Tampa, FL
Remote · Tampa, Florida, United States
Job Summary
Financial Advisor to provide personalized retirement and financial planning services in a remote-capable role based in Tampa, FL. You will meet with existing and prospective clients to plan their financial future, using company tools and marketing support to grow your business. Collaborate with colleagues and the District VP to learn new skills and best practices. The role includes access to comprehensive benefits, 401(k) with match, company-provided technology and support for licensing and continuing education, and a focus on helping clients with retirement and insurance products. Estimated travel up to 50%.
Required Qualifications
- High school diploma or GED
- Active FINRA Series 7 license
- Active Series 63 and 65 or Series 66 or equivalent
- Active state life and health license
- 2+ years of experience as a Financial Advisor
- Proven sales track record
- Ability to work remotely with travel up to 50%
- Strong customer service and financial planning skills
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