Financial Advisor - SW Florida

Financial Advisor - SW Florida page is loaded## Financial Advisor - SW Florida locations:
Bonita Springs, FL:
Cape Coral, FL:
Fort Myers, FL:
Port Charlotte, FLtime type:
Full time posted on:
Posted 3 Days Agojob requisition :
REQ
- ** About this position:
** LMCU is looking for a Financial Advisor that serves as a trusted partner to clients by providing comprehensive financial planning and guidance. This role is responsible for counseling clients and prospective clients on non-depository financial products and services, including investments and insurance solutions. The Financial Advisor maintains a thorough knowledge of all products and services offered by the company, while also staying informed about competitor offerings.

This position plays a key role in strengthening client relationships, generating new business, and ensuring compliance with all applicable regulations and internal policies.
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* What you’ll do:

*** Promote and Deliver Financial Solutions:
Promote, sell and service a full range of non-depository financial products;
Provide personalized financial advice tailored to client needs, goals and risk tolerance.
* Client Documentation and Compliance:
Follow broker/dealer and insurance company policies and procedures at all times;
Maintain accurate blotter, advertising, client records and correspondence files;
Complete detailed client profiles for all new clients, ensuring suitability and regulatory compliance
* Client Engagement and

Education:

Oversee daily account transactions and provide timely service to clients;
Conduct financial planning seminars and presentations to educate clients and prospects;
Visit branches regularly to meet with clients, provide consultations, and train branch staff on financial products and service.
* Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
* Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
* Prepare and interpret for clients’ information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections.
* Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created.
* New business development and marketing – develops leads and referrals from current clients, outside contacts and internal team members.
** What You’ll Bring:
You’ll like this position if you have...
*** Five years to eight years of experience in business development, community outreach, or relationship management within a financial institution, preferred.
* Direct experience working in or partnering with credit unions, focusing on member acquisition, retention, and expansion of products and services.
* A bachelor’s degree in business administration, finance, marketing, or a related field of study.
* Proficiency in credit union core systems and CRM platforms (e.g., Symitar, Salesforce, etc.).
* Experience leveraging data analytics tools to drive decisions and track performance.
* Experience managing pipelines, setting sales targets, and achieving measurable growth.
* Demonstrated success building partnerships with local businesses, Select Employer Groups (SEGs), and community organizations to drive membership growth.
* Experience leading financial education initiatives or community-focused programs to increase member loyalty and trust.
* Safely operate a vehicle in all types of weather conditions; valid driver’s license and clean driving record required.
* Series 7, Series 65 or 66, Life/Accident & Health Insurance Licenses preferred.
** What You’ll Get:** (note varied offerings based on role and hours)
* Weekly Pay
* Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
* Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
* Retirement options like 401 (k) with company match
* Paid time off:
Vacation, personal days, paid holidays, paid volunteer time, sick days
* Tuition reimbursement
*…