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Investment Advisor Planning & Growth

Job in North Palm Beach, Palm Beach County, Florida, 33408, USA
Listing for: Dort Financial Credit Union
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Investment Advisor: High Earnings, Planning & Growth

Dort Financial Credit Union is looking for an Investment Advisor in North Palm Beach, Florida. The role offers a guaranteed $60,000 base salary for the first 9 months and has a year-one earning potential of $100,000 to $150,000. You will be responsible for building member relationships through financial planning while providing investment guidance and portfolio management.

Candidates should possess a Bachelor’s degree and relevant FINRA licenses. We offer a comprehensive benefits package and strong opportunities for career advancement.

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