Financial Advisor

In this role, you will act as a true financial advocate, building meaningful relationships and creating custom strategies that empower individuals to achieve their long‑term financial goals. This role is embedded within a network of credit union branch locations, where you’ll have access to consistent warm introductions from branch staff, established branch training resources and a steady flow of credit union members who are actively seeking financial guidance.

• Meet with clients to understand their unique financial goals, personal values and retirement needs
• Develop customized financial strategies encompassing income planning, wealth growth and portfolio management
• Review client portfolios regularly to ensure strategies align with their changing life circumstances
• Build and maintain strong, lasting relationships with clients in the Sarasota and Suncoast regions
• Collaborate closely with our support team to ensure each client receives exceptional, personalized service

• Minimum three years of experience in financial advisory, wealth management or a client‑facing financial services role — we will consider motivated, high‑character candidates whose track record speaks for itself
• Series 7 required
• Series 65 or 66 preferred (or willingness to obtain)
• Life and health insurance license preferred
• Bachelor’s degree in finance, business, economics or a related field preferred
• Strong communication and listening skills with a genuine passion for helping people
• Self‑motivated, coachable and driven to build a long‑term practice
• Highly competitive compensation structure
• Access to a consistent flow of warm introductions through our established credit union partner network
• Support for professional designation credentialing (CFP®, CLU® and others)
• Collaborative team environment with experienced mentorship
• Flexibility to build your practice across multiple branch locations in your territory