Financial Advisor (No Prospecting + Training Involved)

$70,000 - $120,000/Yr

Magellan Financial - Tampa, FL

Full-time

Onsite - Tampa, FL

Professional, Scientific, and Technical Services

About the position

As a Financial Advisor at Big Financial Services, you will guide clients through a comprehensive financial planning process, focusing on retirement planning and wealth management. This role emphasizes building tailored financial plans, managing client portfolios, and communicating complex financial concepts clearly. The position offers a supportive environment with ongoing training and development opportunities, aimed at helping you grow both personally and professionally.

Responsibilities

• Meeting with prospective clients, understanding their financial goals, and building tailored financial plans.
• Managing and growing client portfolios using fee-based investments, fixed-indexed annuities, and life insurance.
• Communicating complex financial concepts in a clear, easy-to-understand manner.
• Following up with clients regularly to review and adjust their financial plans as needed.
• Continuously learning and improving your financial planning and sales skills through ongoing training and development.

Requirements

• An active holder of Life and Health Insurance Licenses and a Series 65 or 66 License.
• Experienced in sales and financial planning, with strong closing skills.
• Motivated by helping others and achieving personal and professional growth.
• A great communicator who can build trust and rapport with clients.
• Hardworking, dependable, and eager to learn and follow proven processes.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid training