The Job Sauce

Financial Advisor

The Job Sauce

full-time

Posted on:

Location Type: Hybrid

Location: Clearwater • Florida • United States

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Salary

💰 $70,000 - $200,000 per year

About the role

  • Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of financial products and market trends.
  • Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
  • Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
  • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!

Requirements

  • 4-year degree; or equivalent professional work experience
  • Prior sales and/or business experience
  • Entrepreneurial ambitions
  • Experience building meaningful relationships
  • Interpersonal skills for success in client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship
  • Must be located in Greater Tampa Bay Area or intending to move there
Benefits
  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
relationship buildinginterpersonal skillstime managementcontinuous learningclient-facing skillsentrepreneurial mindset
Certifications
4-year degreelicensingregistration