Wealth Advisor: Strategic Financial Planner
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Partners Federal Credit Union is seeking a financial planning professional to meet with members, analyze financial information, and develop plans to meet goals. The role involves preparing meetings, creating portfolios, and promoting financial products while building client relations.
The ideal candidate has 2–5 years of relevant experience, required licenses (Series 7/63/65 or 66 or Insurance), and CFP CE training. A strong emphasis on client service and teamwork is expected.
We invite applications for the Wealth Advisor:
Strategic Financial Planner position located in Orlando, FL, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor:
Strategic Financial Planner role in the description above.
We appreciate your interest in this position.
Join Partners Federal Credit Union and contribute to our ongoing work.
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