Junior Financial Analyst Job at Federal Staffing Solutions Inc., Tampa, FL

eXZvU3NvSGR4MGVUVlRXVUtlcUZmdmNWVFE9PQ==
  • Federal Staffing Solutions Inc.
  • Tampa, FL

Job Description

We connect our employees with some of the best opportunities around.

Time and again, our employees tell us that the most important thing we offer is respect. Federal Staffing Solutions puts people to work in all types of jobs. When you work with us, you build a relationship with a team of employment professionals in your community who have, in turn, built professional relationships with the businesses that are hiring.

We are looking for a Junior Financial Analyst to work in Tampa, FL supporting our client

Full Time: Monday-Friday, 8:30am-4:30pm

We’re seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads —no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive , and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.

Key Responsibilities

  • Build relationships with existing clients and help manage their financial portfolios
  • Close new business from warm inbound leads—no hunting or cold outreach
  • Learn and implement the firm’s financial planning process and client service model
  • Present and manage index annuity and insurance-based investment strategies
  • Conduct client reviews, portfolio updates, and retirement planning sessions
  • Maintain accurate records in CRM and financial planning software
  • Collaborate with senior advisors and support staff to ensure seamless client experiences
  • Stay current on market trends, product offerings, and regulatory updates

Required Qualifications

  • Series 65 license (required)
  • Florida 215 Insurance License (preferred)
  • Experience working with Assets Under Management (AUM) , especially index annuities
  • 10 Years or less of financial advisory experience
  • Strong communication and relationship-building skills
  • Efficient, organized, and able to manage multiple client relationships
  • Team-oriented with a growth mindset and willingness to be coached

Top Skills for Success

  • Financial planning and client service
  • Investment product knowledge (annuities, retirement strategies)
  • Time management and follow-through
  • Team collaboration and adaptability
  • Sales closing and consultative communication

Equal Opportunity Employer

Job Tags

Full time, Local area, Monday to Friday,

Similar Jobs

Capital One

Associate - University Events Lead Job at Capital One

Associate - University Events Lead With 13 different programs and 1,000s of hires, Campus Recruiting is a critical pipeline for...  ...be successful: Blend of strategic and tactical thinking, creative and analytical reasoning Exceptional communication skills... 

badam

Arab Operations Job at badam

 ...sorting of Middle Eastern products, understanding player needs through user feedback and solving player problems;2. Responsible for Arabic translation and proofreading;3. Responsible for community operation and management of Middle Eastern products, including planning... 

Visiting Nurse Services Westchester

Certified Home Health Care Aide Job at Visiting Nurse Services Westchester

 ...Certified Home Health Aides! Putnam and Dutchess Counties! Great Career Growth Opportunity! ****@*****.*** services the Bronx, Westchester...  ...seeking motivated Home Health Aides to provide superior care for our patients. First Time Aides are Welcome as we have one... 

Neurodiagnostics

Clinical Assistants/International Medical Graduates Job at Neurodiagnostics

 ...Medical Graduate - Physician Extender Full-Time: $5,000$6,000 / month Application Window: Oct to Nov 2025 About the Role:...  ...Ideal for 12-year clinical gap before U.S. residency. Apply Online Now | Tentative Start Dates are: Nov 2025, Jan 2026, March 202... 

Compass Group

DIETITIAN Job at Compass Group

 ...Location: We are hiring immediately for a Campus Dietitian position. Address : Miami University. Note: online applications accepted only . Schedule : Primarily Monday to Friday. Requirement : RD credentials. Pay Range: $75,000 We Make...