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Investment Advisor Financial Planning Impact

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Dort Financial Credit Union
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 49440 USD Yearly USD 49440.00 YEAR
Job Description & How to Apply Below
Position: Investment Advisor - Commission & Financial Planning Impact
A leading credit union in Florida is seeking an Investment Advisor to enhance member relationships through financial planning and investment management. The role requires a Bachelor's degree and valid FINRA Series 7 and 66 licenses. You will be responsible for providing financial advice and guiding members to meet their investment objectives. A competitive salary of $49,440 and a comprehensive benefits package, including medical and 401(k), are offered.

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