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Wealth Advisor – Banking & Financial Services

Job in Cape Coral, Lee County, Florida, 33990, USA
Listing for: Insight Global
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Financial Advisor to join their team in Cape Coral and North Ft. Myers, FL. The role involves providing personalized financial planning and investment advice, collaborating with branch teams to grow member relationships. Candidates should have a Bachelor's degree in finance, at least 2 years of relevant experience, and a FINRA Series 7 license.

Benefits include medical and vision insurance, plus a 401(k) plan.
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