Financial Advisor | Retirement Planning

You became an advisor to help clients make smarter retirement decisions — not to spend your best hours chasing cold leads. Big Financial Services is a fiduciary retirement planning firm in Tampa with a marketing engine already built: The Big Money Show on TV, radio, digital campaigns, and live dinner/educational seminars that produce a consistent flow of warm, pre-qualified appointments. The Opportunity You’ll work with pre-retirees and retirees who are actively looking for guidance around income planning, investments, insurance, tax-aware retirement strategies, and long‑term financial confidence. Instead of building from scratch, you’ll step into a system designed to help advisors do their best work: meet with qualified prospects, uncover what matters most, present clear recommendations, and build long‑term client relationships through proactive service and reviews. What You’ll Get Firm‑generated appointments through TV, radio, digital, and seminar marketing No cold prospecting or buying shared internet leads Fiduciary platform through an SEC‑registered RIA Structured planning process, coaching, compliance support, and direct leadership access Onsite role in Tampa, Florida What You’ll Do Lead retirement planning meetings with pre‑retirees and retirees Develop and present planning strategies in a clear, client‑first way Help clients make informed decisions with confidence Maintain long‑term relationships through reviews and proactive service Follow the firm’s planning and client service process for consistency and compliance Participate in ongoing coaching, training, and professional development Required Qualifications Active Life & Health Insurance License Series 65 or 66 Experience in retirement planning or consultative financial sales Strong communication and presentation skills Ability to build trust with pre‑retirees and retirees If you’re ready for a platform with real marketing behind it — and you want to focus more of your energy on advising instead of prospecting — we’d like to hear from you. #J-18808-Ljbffr Magellan Financial & Insurance Services, Inc.