Financial Advisor - Series 7

Job Description

Job Description

#IND123

JOB ID 22124 – Financial Advisor

Location : These positions are onsite

Punta Gorda, FL, 33950

Pt Charlotte, FL, 33948

Cape Coral, FL, 33990

Pay : $60,000 yearly

Earning potential :

Year 1 | $60,000 - $90,000

Year 3 | $107,000 - $135,000

Year 5 |$150,000 - $260,000

Year 10 | $300,000+

Type : Direct hire

Career outlook : Benefits include 401k with match up to 8%, tuition reimbursement, FSA, parental leave, PTO wellness days, access to 4000+ gyms, room to grow into Senior level roles

Summary :

This role will be growing new business and seeking out new leads, in addition to managing a branch book of business based on membership and deposits in designated area.

Job description :

• Deliver Comprehensive Wealth Solutions : Provide personalized investment, insurance, and financial planning services to individual, family, and business clients, aligning with their unique financial goals.
• Drive Business Development & Client Acquisition : Cultivate new member relationships and expand existing ones through proactive networking, referrals, and partnership with credit union branch teams.
• Manage and Grow Book of Business : Maintain and grow a portfolio of advisory, brokerage, and insurance clients while ensuring high-quality service and holistic financial solutions.
• Collaborate with Internal Partners : Work closely with branch managers, staff, and internal business units to coach, educate, and drive referrals that support overall member financial wellness.
• Ensure Compliance & Stay Informed : Adhere to regulatory and broker-dealer compliance standards while maintaining up-to-date knowledge of financial markets, products, and planning strategies.

What does success look like?

Nice to have :

Requirements :