Wealth Advisor: Warm Leads, Hybrid Service

Staffing In Motion

  • Tampa, FL
  • 3 days ago
  • $65,000 Per Year

Highlights

This role involves collaborating with the Portfolio Management and Financial Planning teams to present investment proposals aiming at converting leads. A financial services firm in Tampa, Florida is seeking a Financial Advisor to manage warm leads and client relationships without cold calling.

Numbers & Facts

LocationTampa, FL

Description

A financial services firm in Tampa, Florida is seeking a Financial Advisor to manage warm leads and client relationships without cold calling. This role involves collaborating with the Portfolio Management and Financial Planning teams to present investment proposals aiming at converting leads. The position offers a salary of $65,000 with commissions and a realistic first-year earning potential of around $130,000. Additional benefits include health insurance premiums coverage, PTO, and a 401(k) match.#J-18808-Ljbffr

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