What are the responsibilities and job description for the Junior Financial Analyst position at Federal Staffing Solutions Inc.?
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
