Financial Consultant - Longwood & Winter Park area

Financial Consultant - Longwood & Winter Park area

Winter Park, FL, USA

Posted Saturday, December 6, 2025 at 5:00 AM

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity:We are seeking a successful Financial Consultant for our new market area in Longwood & Winter Park, Florida. This role will provide high quality investment consultation services to members and ongoing service to established account holders.

What You'll Do:

• Provide investment planning services and products through client needs analysis, risk assessment and investment objective considerations.
• Maintain a strong understanding of product, industry and service features/standards with member impact.
• Open accounts and place orders in a timely and procedurally correct manner.
• Conduct member transactions in accordance with all broker/dealer, FINRA, SEC and DFCU Financial rules, regulations and procedures.
• Work with branch and call center staff to create referral opportunities to attain individual and team goals.
• Offsite meetings and seminars as required.
• Saturday and evening hours as needed.

What You'll Need:

• Business related bachelor's degree or equivalent experience.
• Active series 7, 65/66, Life and Variable Contracts licenses.
• Three years pertinent experience.
• Demonstrated record of productivity and integrity.
• Current Chartered Retirement Planning Counselor (CRPC) designation or ability to obtain within 6 months of hire.
• Consistent positive, cooperative, self-motivated, courteous and professional attitude.
• Excellent interpersonal skills, including effective verbal and written communication.

What We Offer:

• 401k plan match, dollar for dollar up to 4%
• Tuition reimbursement / Education assistance
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Short- & long-term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
• Pet Insurance
• Paid time off
• Paid holidays (13 per year)
• Free financial planning assistance
• Paid lunch time
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Employee loan discounts (closed-end loans)
• Service / anniversary awards
• Employee discounts for company logo wear
• Recognition and awards for outstanding team and individual performance (branch and member service center employees)
• Employee referral payouts for recruiting your friends and family
• Ongoing training opportunities

Equal Opportunity Employer / Disabled / Veterans