No experience required | Top performers earn $130K+ in year one
📍 Tampa, FL | On-Site | Full-Time
💸 Weekly pay • Uncapped commissions • Real growth
We're expanding our Tampa office and looking for Sales & Client Advisors who want a career where effort actually pays off. This is a client-facing, consultative sales role focused on helping individuals and families find better alternatives to traditional health insurance.
With rising costs, more people are actively looking for guidance - which means high demand, warm leads, and real opportunity for motivated individuals.
No prior experience? That's fine. We provide full training, licensing, and daily mentorship to help you succeed.
What You'll Be Doing
• Speak with clients who've requested information
• Educate individuals and families on healthcare coverage options
• Build rapport, trust, and long-term relationships
• Work with daily warm leads (no cold calling)
• Close sales while staying compliant with insurance regulations
• Develop sales, communication, and leadership skills
Why This Role Attracts Top Performers
• $90K-$130K+ first-year earning potential (uncapped)
• Weekly direct deposit + 12 performance bonuses annually
• Residual income opportunities
• Training & insurance licensing (no prior license needed)
• National sales award trips
• Leadership opportunities - even in your first year
• In-office perks: gym access, free food daily, barber, nails, lashes, facials, car detailing & more
• Access to health insurance
This Is a Fit If You're
• Motivated and results-driven
• Comfortable talking with people and closing deals
• Looking for income growth, not a cap
• Coachable with a strong work ethic
• Able to work full-time on-site in Tampa
• Equipped with a phone, laptop, and reliable transportation
This is a sales career with purpose - not a filler job. If you want control over your income and the chance to make a real impact, let's connect.
$90k-130k yearly 4d ago
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Financial Advisor
Edward Jones 4.5
Finance advisor job in Sarasota, FL
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financialadvisor may be the right change for you. Financialadvisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financialadvisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financialadvisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financialadvisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financialadvisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New FinancialAdvisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financialadvisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financialadvisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financialadvisors earning potential is reflective of their performance.
What characteristics would make you a successful financialadvisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financialadvisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
$45k-100k yearly 3d ago
Junior Financial Advisor
Ia Recruiting
Finance advisor job in Tampa, FL
We are currently seeking a Junior FinancialAdvisor 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. MUST HAVE Series 65 license offers a competitive salary and robust recruitment package.
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 financialadvisory experience
$46k-93k yearly est. 7d ago
Financial Advisor
NYL-Jian Guan
Finance advisor job in Tampa, FL
Job Description
We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients. We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today!
Compensation:
$100,000 - $150,000 yearly
Responsibilities:
Attend online and in-person meetings, trainings, trade shows, and sales events
Keep company abreast of new business development opportunities, account status, potential customers, customer needs, and competitive issues using CRM
Create and fulfill a customer acquisition strategy for your sales territory
Speak to potential customers to introduce our services or new products
Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry
Qualifications:
Applicants should have 3-5 years of sales experience for this role
A bachelor's degree or high school diploma is preferred
CRM experience preferred
To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills
Must have reliable transportation and valid driver's license
Bilingual preferred
Great working attitude, disciplined, and willing to work hard
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer.
• Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
$100k-150k yearly 5d ago
Financial Advisor
Coastal Wealth 3.7
Finance advisor job in Tampa, FL
FinancialAdvisor - Tampa, FL
Empower Lives. Build Your Future. Thrive in Tampa.
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Tampa, FL, as a FinancialAdvisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success.
What You'll Do:
Partner with clients to develop personalized financial strategies and long-term plans.
Offer guidance on investments, retirement, insurance, and wealth protection.
Build lasting relationships and grow your client base through trust and results.
What Makes Us Different:
Entrepreneurial Freedom - Be in business
for yourself
, but never
by yourself
.
Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice.
Custom Solutions - Offer a full suite of financial products tailored to individual client needs.
Compensation & Benefits:
Commission-Based Role - Unlimited earning potential based on your effort and success.
Performance-Based Rewards - Your income reflects the value you bring.
Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans.
Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies).
Ongoing Development - Coaching, mentorship, and advancement opportunities.
Schedule:
Full-Time | Monday-Friday
This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
215 License Needed
Series
Mass Mutual Company
Series 7,6 and SIE preferred
Must be in the Miami, FL area
Sales Experience Needed
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analysis
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Upside Earning Potential
Compensation
$65,000 - $100,000+
About Coastal Wealth
At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
$65k-100k yearly 60d+ ago
Financial Advisor - Wealth Manager
Ignite Financial Advisors
Finance advisor job in Tampa, FL
Job Description
At Ignite FinancialAdvisors, we're looking for motivated individuals ready to build rewarding careers as financialadvisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success. This position is in our Tampa, FL office and includes a full-time Monday-Friday schedule.
What We Provide
One-on-One Mentorship - Direct coaching from experienced leaders in financial planning
Comprehensive Training - Covering financial planning, marketing, consultative selling, client service, and compliance
Excellent Earning Potential - Top advisors can earn $100,000+ in their first year; compensation is primarily performance-based
Opportunities for Advancement
Fast Track to Leadership - with clear paths into District Manager, Field Vice President, and other advanced roles
Benefits - health/dental/vision, retirement plan, stock options for executive leadership
Compensation:
$70,000 - $100,000+ yearly
Responsibilities:
What You'll Do
Identify and set appointments with prospective clients - leads provided.
Collaborate with a mentor to assess client needs and goals.
Develop and execute a personalized marketing plan.
Create customized financial plans tailored to each client's objectives.
Build and maintain strong client relationships over time.
Provide ongoing consultation and support as clients' needs evolve.
Qualifications:
What We're Looking For
Associate or Bachelor's degree (business or related field preferred).
Insurance or Securities Licensed or ability to obtain required licenses.
U.S. Citizen or Permanent Resident.
Strong drive, coachability, business mindset, and commitment to helping clients succeed.
Ready to start your career as a FinancialAdvisor with Ignite? Apply today and take the first step toward building your future.
About Company
At Ignite FinancialAdvisors, we're more than a financial planning firm-we're a partner in building your future. Our mission is simple: to deliver independent, comprehensive advice that empowers you to make confident decisions at every stage of life.
Our approach is holistic and detail-driven. From your company benefits package to your investment portfolio, we look at the full picture to ensure you're maximizing opportunities and protecting what matters most.
Above all, we are committed to building lasting relationships based on trust, clarity, and exceptional service. Your financial journey is personal, and at Ignite, we're here to guide you with transparency and care-today, tomorrow, and every step ahead.
Job Description
We're seeking a& Junior FinancialAdvisor& 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 financialadvisory 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
& Benefits Package
2 weeks paid time off
All major holidays off + Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees
$46k-93k yearly est. 2d ago
Financial Advisor - Hillsborough County
Corebridgefinancial
Finance advisor job in Tampa, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-LR1
#LI-SAFG
#LI-Remote
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$46k-93k yearly est. Auto-Apply 57d ago
Real Estate Investment Specialist
Canvas Forum
Finance advisor job in Saint Petersburg, FL
Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved.
Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential.
What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools.
What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting.
Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities
Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!
$56k-110k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Ameriprise Financial 4.5
Finance advisor job in Tampa, FL
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a FinancialAdvisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financialadvisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
* Attend and engage in coaching and training led by the leadership team and established advisors.
* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
* Schedule and conduct financial planning and advice meetings with clients and client prospects.
* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
* Build a book of business as a stand-alone Ameriprise Financialadvisor.
* If desired, explore teaming opportunities with seasoned financialadvisors as you achieve program standards and advance in your training curriculum.
* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
* 3+ years of work experience with a proven track record of success.
* Have a network of personal and professional contacts within the local area that you may engage for referrals.
* Showcase a background in building strong relationships and delivering superior client service.
* Cannot have been a financialadvisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
* Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
* Four-year college degree, or equivalent
* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
* Willingness and desire to be part of a coaching relationship and peer learning environment.
* Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$39k-70k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Clearwater, FL
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Junior FinancialAdvisor - Client-Focused & Growth-Oriented Tampa, FL
Junior FinancialAdvisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary.
Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
End Client : Sandy Morris Financial
Recruiter Note:
Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position.
Thank you for your support and partnership
Full Time: Monday-Friday, 8:30am-4:30pm
Were seeking a Junior FinancialAdvisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno 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 leadsno hunting or cold outreach
Learn and implement the firms 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 financialadvisory 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
Benefits Package
2 weeks paid time off
All major holidays off + Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees
$51k-60k yearly 39d ago
2026 Investment Banking Full Time Analyst - Tampa
Solomon Partners-Students & Graduates
Finance advisor job in Tampa, FL
Solomon Partners is a leading financialadvisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.
Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice.
To learn more about Solomon Partners, please visit our website at ************************
PROGRAM DESCRIPTION:
The Full Time Analyst program will begin in July 2026.
Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills
Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills
QUALIFICATIONS:
Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026
Demonstrated academic excellence; GPA of 3.5 or higher
U.S. citizen or permanent resident
Will not require future sponsorship
The base compensation for this role will begin at the annualized rate of $110,000 per year.
Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$110k yearly Auto-Apply 60d+ ago
Investment Banking Associate
Dynasty Financial Partners 3.7
Finance advisor job in Saint Petersburg, FL
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital.
The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure.
The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement.
Responsibilities of the candidate will include the following:
Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required.
Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials.
Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations.
Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses.
Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners
Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry.
Requirements
Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience
Investment banking, credit training or leverage finance experience from a major financial institution a plus
Comfortable building 3-statement operating models
Demonstrated track record of success academically and/or in prior roles
Enthusiastic self-starter with strong communication and interpersonal skills
Desire to learn and contribute to an entrepreneurial culture
Familiarity with databases such as Factset and Fintrx
Excellent writing, presentation, and organizational skills
Detail oriented with the ability to execute complex projects
Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts
Comfortable being in a client facing role
Preferred Technical Skills
Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
Strong working knowledge of corporate finance theory
Ability to use Salesforce reporting tools
Ability to multi-task and prioritize
BENEFITS
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
* Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
* Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
* Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
* Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
* Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
* Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
* Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
* Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
* Bachelor's degree or equivalent experience required;
* Recent experience working in the digital assets space
* Knowledge of OFAC regulatory requirements;
* Banking experience inclusive of knowledge on banking processes, products, and controls;
* Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
* Advanced problem solving and critical thinking skills;
* Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
* Proven experience and extensive familiarity working in a complex multi-national organization
$76k-112k yearly Auto-Apply 28d ago
Finance Intern (Part time)
People, Technology & Processes 4.2
Finance advisor job in Tampa, FL
Job Title: Finance Intern (Part time) The finance intern works under the guidance of a senior professional to perform basic finance administrative duties. This position will assist the finance department with duties such as financial reports, Deltek, data entry, and payroll. This individual will perform other entry-level staff duties in which asked of.
Objectives: As you go through your internship, you will learn many skills
• Use and understand basic knowledge within the accounting/finance field
• Understand how to operate and use Deltek systems
• Understand how to prepare reports and analysis
Duties: Responsibilities will vary
• Assist with system configuration related tasks
• Verification and matching of transaction records
• Prepare reports and analysis
• Data Entry
• Other related duties as assigned
Required Skills:
• Must be currently enrolled in an undergraduate or graduate program in Accounting or
Finance
• Experience with Microsoft Office - skilled in excel
• Strong ethic and ability to work in a team environment
• Excellent written and oral communication skills
Desired Skills:
• Experience with Deltek and other related systems
• Experience in accounting field or majoring in accounting
Work Hours: Part Time - Vary according to individual
Location: Lakeland, FL - Polk County
$33k-43k yearly est. 60d+ ago
Digital Banking Intern
Bankoftampa 4.1
Finance advisor job in Tampa, FL
Title
Digital Banking Intern
Department
Digital Banking
Job Status
Internship - Temporary
Compensation
$20/hr
Timeframe
Summer 2026, 10 weeks
May 18 through July 24
Holidays off: 5/25, 6/19
Schedule
30-40 hours per week, M-F 830am-5pm
Deadline
Application period December 8, 2025 through January 9, 2026. Applicants selected for an interview will be notified Feb 9 - Feb 13.
$20 hourly Auto-Apply 22d ago
Investment Banking Associate
Dynasty Financial Partners 3.7
Finance advisor job in Saint Petersburg, FL
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital.
The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure.
The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement.
Responsibilities of the candidate will include the following:
* Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required.
* Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials.
* Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations.
* Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses.
* Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners
* Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry.
Requirements
* Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience
* Investment banking, credit training or leverage finance experience from a major financial institution a plus
* Comfortable building 3-statement operating models
* Demonstrated track record of success academically and/or in prior roles
* Enthusiastic self-starter with strong communication and interpersonal skills
* Desire to learn and contribute to an entrepreneurial culture
* Familiarity with databases such as Factset and Fintrx
* Excellent writing, presentation, and organizational skills
* Detail oriented with the ability to execute complex projects
* Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts
* Comfortable being in a client facing role
Preferred Technical Skills
* Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
* Strong working knowledge of corporate finance theory
* Ability to use Salesforce reporting tools
* Ability to multi-task and prioritize
BENEFITS
* Health Insurance
* Dental insurance
* Vision insurance
* Retirement plan 401(k)
* 401(k) matching
* Paid Time Off
* FSA/HSA benefits plans
* Disability benefits
* Voluntary Life Insurance
* Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
$87k-127k yearly est. 14d ago
2027 Investment Banking Summer Analyst Program - Distribution Group - Tampa
Solomon Partners-Students & Graduates
Finance advisor job in Tampa, FL
Solomon Partners is a leading financialadvisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries.
Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice.
To learn more about Solomon Partners, please visit our website at ************************
PROGRAM DESCRIPTION:
The Summer Analyst internship is a 10-week immersive program beginning in early June 2027
Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions
Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions
Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses
Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills
Successful candidates will be dedicated to the Distribution Group
Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills
QUALIFICATIONS:
Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028
Demonstrated academic excellence; GPA of 3.5 or higher
U.S. citizen or permanent resident
Will not require future sponsorship
Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.
$57k-88k yearly est. Auto-Apply 29d ago
2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance advisor job in Tampa, FL
JobID: 210690767 JobSchedule: Full time JobShift: : As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL.
If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Job responsibilities
* Develop your analytical, technical and leadership skills
* Gain hands on project management experience
* Work with engaged managers in your location
* Gain exposure to global teams across all areas of Securities Services
* Engage regularly with business leaders, current program participants, and program alumni
* Grow under the guidance of a mentor, program manager, and a direct manager
Required qualifications, capabilities, and skills
* Fluency in English
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Expected graduation date of December 2027 - June 2028 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Preferred qualifications, capabilities, and skills
* Exceptional communications skills and clear, articulate, and concise verbal and written communication
* Have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments
* Ability to understand and resolve or escalate issues quickly
* Proficiency with Excel and PowerPoint
* Demonstrated leadership ability and ability to develop solutions and drive change
* Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation
Training
As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses.
As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class.
Career Progression
Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program.
Join Us
At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
What's Next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
How much does a finance advisor earn in Brandon, FL?
The average finance advisor in Brandon, FL earns between $34,000 and $126,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Brandon, FL
$66,000
What are the biggest employers of Finance Advisors in Brandon, FL?
The biggest employers of Finance Advisors in Brandon, FL are: