Financial Advisor

Elevate Your Financial Advisory Career in Tampa, FL Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your calendar is filled with pre-qualified appointments, allowing you to dedicate your expertise to guiding clients toward a secure retirement. Your Opportunity At Walser Wealth, a rapidly growing independent financial advisory firm, you'll engage directly with pre-retirees and retirees, crafting personalized financial plans that align with their retirement aspirations. Your primary responsibilities will include: Conducting scheduled meetings with pre-qualified prospects. Developing tailored financial strategies focusing on fee-based managed portfolios and fixed-indexed annuities. Converting prospects into long-term clients through exceptional planning and relationship-building. Why Choose This Role? No Prospecting Required: Concentrate on what you do best-advising clients. Competitive Compensation: Benefit from a substantial base salary with performance-based incentives. Supportive Environment: Operate within our Tampa office's high-energy, client-focused culture. Are You the Ideal Candidate? Hold a Series 65 License (or equivalent) and a Life & Health Insurance License. Bring 3+ years of experience in financial planning or wealth management. Excel in client interactions and have a proven track record of closing business. If you're ready to elevate your career and significantly impact clients' financial futures, apply now to join the Walser Wealth team.