Financial Consultant - Longwood & Winter Park areaDFCU Financial • Winter Park, FL, United States

Financial Consultant - Longwood & Winter Park area

DFCU Financial • Winter Park, FL, United States

23 days ago

Job type

Full-time

Job description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity : We are seeking a successful Financial Consultant for our new upcoming market area in Longwood & Winter Park, Florida. This role will provide high quality investment consultation services to members and ongoing service to established account holders.

What You'll Do :

Provide investment planning services and products through client needs analysis, risk assessment and investment objective considerations.
Maintain a strong understanding of product, industry and service features / standards with member impact.
Open accounts and place orders in a timely and procedurally correct manner.
Conduct member transactions in accordance with all broker / dealer, FINRA, SEC and DFCU Financial rules, regulations and procedures.
Work with branch and call center staff to create referral opportunities to attain individual and team goals.
Offsite meetings and seminars as required.
Saturday and evening hours as needed.

What You'll Need :

Business related bachelor's degree or equivalent experience.

Active series 7, 65 / 66, Life and Variable Contracts licenses.

Three years pertinent experience.

Demonstrated record of productivity and integrity.

Current Chartered Retirement Planning Counselor (CRPC) designation or ability to obtain within 6 months of hire.

Consistent positive, cooperative, self-motivated, courteous and professional attitude.

Excellent interpersonal skills, including effective verbal and written communication.

What We Offer :

401k plan match, dollar for dollar up to 4%

Tuition reimbursement / Education assistance

Medical, dental and vision insurance effective date of hire

Health savings account (HSA)

Flexible spending accounts for medical and dependent care expenses

Adoption assistance for qualified expenses maximum $10,000 per child

Wellness initiatives and reimbursements

Pre-paid legal services plan

Identity protection plan

Accident supplemental plan

Short- & long-term disability plans paid for by company

Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child

Pet Insurance

Paid time off

Paid holidays (13 per year)

Free financial planning assistance

Paid lunch time

Numerous fun employee events throughout the year

Volunteer and community engagement opportunities

Employee loan discounts (closed-end loans)

Service / anniversary awards

Employee discounts for company logo wear

Recognition and awards for outstanding team and individual performance (branch and member service center employees)

Employee referral payouts for recruiting your friends and family

Ongoing training opportunities

Leadership development program

Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans

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Financial Consultant • Winter Park, FL, United States

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