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Wealth Advisor Planning & Client Impact
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-06-02
Listing for:
Suncoast Credit Union
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Suncoast Credit Union in Fort Myers, Florida, is seeking a Financial Advisor to provide wealth management solutions and foster member relationships. Responsibilities include developing financial plans and advisement strategies, while engaging with clients to enhance their financial well-being.
The ideal candidate will have a bachelor’s degree in business or finance and a minimum of 5 years of relevant experience. Additional perks include comprehensive health coverage, retirement plans, and paid time off.
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