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Senior Wealth Advisor & Financial Planning Specialist
Job in
Bradenton, Manatee County, Florida, 34205, USA
Listed on 2026-06-05
Listing for:
Suncoast Credit Union
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Suncoast Credit Union is seeking a Financial Advisor to deliver comprehensive wealth management solutions across credit union branches. The ideal candidate must be highly motivated and capable of acquiring and retaining clients by providing tailored financial plans and recommendations.
Responsibilities include developing and managing client relationships, executing financial planning, and supporting the credit union’s core values. Candidates should possess strong interpersonal skills and a minimum of 5 years’ experience in the industry.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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