Magellan Financial & Insurance Services, Inc. · 1 day ago
Financial Advisor
Tampa, FL
Full-time
Onsite
Mid, Senior Level
$70K/yr - $120K/yrMagellan Financial & Insurance Services, Inc. is a leading firm in the financial services sector focused on retirement planning. They are seeking a licensed Financial Advisor to guide pre-retirees and retirees through comprehensive planning conversations, build and manage investment strategies, and maintain long-term client relationships.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
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
Qualification
Required
Life & Health Insurance License
Series 65 or 66
Experience in financial planning and consultative sales
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase