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Junior Financial Advisor

Velocity Tech Inc
Tampa, FL Full Time
POSTED ON 12/19/2025 CLOSED ON 1/18/2026

What are the responsibilities and job description for the Junior Financial Advisor position at Velocity Tech Inc?

Must Have

  • 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

Salary : $50,000 - $60,000

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