Financial Advisor

Job Description

Job Description

Insight Global’s customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service the Punta Gorda / Charlotte Harbor / Arcadia region. As a Financial Advisor, you’ll work with credit union branches to acquire and grow member relationships. You’ll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions.

Key Responsibilities :

• Advise on investments, insurance, and financial planning
• Build and manage a book of business across advisory, brokerage, and insurance
• Deliver excellent member service and identify opportunities for growth
• Develop new relationships through networking and referrals
• Collaborate with branch staff to drive financial education and results
• Monitor financial plans and adjust as needed
• Track pipeline and sales activities to meet revenue goals
• Stay current on market trends, regulations, and products
• Ensure compliance with broker-dealer and credit union policies
• Attend training and maintain required certifications

REQUIRED SKILLS AND EXPERIENCE

Bachelor’s degree in business, finance, or related field

2+ years of professional experience in financial planning, wealth management, financial operations & support, advisor-support, compliance, risk, service, and client facing support functions.

FINRA Series 7

Clean FINRA U4 record

NICE TO HAVE SKILLS AND EXPERIENCE

FINRA Series 66 (or 63 & 65)

Florida 2-15 License

Minimum of $125K Revenue / Commissions / GDC in the trailing 12-months

CFP, ChFC, CRPC Certified