Financial Advisor | Established Marketing Platform
Job Description
Stop Chasing Prospects. Start Leading Retirements.
If you’re a licensed advisor who knows you’re capable of more—but you’re spending too much time prospecting, explaining the same concepts over and over, or working inside someone else’s ceiling—this role was built for you.
At Big Financial Services in Tampa, we don’t hire advisors to “figure it out.”
We give them demand, infrastructure, and leverage—then get out of the way.
The Opportunity
Your job isn’t to convince people they need help.
Your job is to lead them through decisions that actually change their retirement.
You’ll step into an established planning process with warm prospects who already know who we are. From there, you’ll:
- Guide pre-retirees and retirees through comprehensive planning conversations
- Build and manage strategies using fee-based investments, fixed indexed annuities, and life insurance
- Translate complex financial decisions into clarity and confidence
- Maintain long-term client relationships through proactive reviews and planning adjustments
- Continue sharpening your skills through structured training, coaching, and real-time feedback
What You Get (Up Front)
- Base Salary: $70,000 – $120,000
- Plus: Percentage of revenue you generate for the firm
- Inbound Demand: Consistent prospects driven by TV, radio, digital, and live events
- Local Brand Dominance: You’ll walk into meetings with credibility already established
- Onsite Role (Tampa, FL): Real collaboration, real leadership access, real momentum
Who This Is Built For
- You’re likely already producing.
- You’re comfortable in client conversations.
- And you’re coachable enough to follow a process that works.
Required Credentials
- Life & Health Insurance License
- Series 65 or 66
- Experience in financial planning and consultative sales
Why Big Financial Services
We’ve built one of the most aggressive marketing engines in the retirement space—TV, radio, digital, and live events—so advisors can focus on what actually matters: clients and outcomes.
Our growth isn’t theoretical. It’s happening now.