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Wealth Advisor Planning & Client Impact

Job in Inverness, Citrus County, Florida, 34453, USA
Listing for: Suncoast-Credit-Union
Full Time position
Listed on 2026-07-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 300000 USD Yearly USD 100000.00 300000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Growth, Planning & Client Impact

Suncoast Credit Union in Inverness, FL is seeking a seasoned Financial Advisor to deliver holistic wealth management solutions for individuals, families, and business owners. The role collaborates with branch managers and referral sources to grow an advisory book while managing a robust client experience across investments, insurance, and planning.

You will develop financial plans, expand an advisory, brokerage, and insurance portfolio, and drive referrals through exceptional service and

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