More jobs:
Financial Advisor Series
Job in
Punta Gorda, Charlotte County, Florida, 33599, USA
Listed on 2025-12-31
Listing for:
Hiregy
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, CFO
Job Description & How to Apply Below
Overview
JOB – Financial Advisor
Location: These positions are onsite
Punta Gorda, FL, 33950
Pt Charlotte, FL, 33948
Cape Coral, FL, 33990
Pay: $60,000 yearly
Earning potential:
Year 1 | $60,000 - $90,000
Year 3 | $107,000 - $135,000
Year 5 | $150,000 - $260,000
Year 10 | $300,000+
Type: Direct hire
Career outlook: Benefits include 401k with match up to 8%, tuition reimbursement, FSA, parental leave, PTO wellness days, access to 4000+ gyms, room to grow into Senior level roles
Summary: This role will be growing new business and seeking out new leads, in addition to managing a branch book of business based on membership and deposits in designated area.
Job description:
Provide personalized investment, insurance, and financial planning services to individual, family, and business clients, aligning with their unique financial goals.
Cultivate new member relationships and expand existing ones through proactive networking, referrals, and partnership with credit union branch teams.
Maintain and grow a portfolio of advisory, brokerage, and insurance clients while ensuring high-quality service and holistic financial solutions.
Work closely with branch managers, staff, and internal business units to coach, educate, and drive referrals that support overall member financial wellness.
Adhere to regulatory and broker-dealer compliance standards while maintaining up-to-date knowledge of financial markets, products, and planning strategies.
What does success look like?
Demonstrated success in holistic, goals-based financial planning and investment management, incorporating retirement, tax, insurance, estate, education, and asset allocation strategies.
Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory; targeted annual production of $500K+, supported by strong consultative sales, closing, and relationship-building skills.
Adept at simplifying complex financial concepts, managing multiple priorities, and resolving challenges, with strong regulatory knowledge and commitment to confidentiality, accuracy, and professionalism.
Nice to have:
- Credit union
- CFP, ChFC, CRPC, etc.
- Florida Health and Life with Variable Annuity insurance 2-15
Requirements:
- Bachelor’s degree in finance, business, economics, or related field
- Must have recent previous experience as a financial advisor
- Must have FINRA Series 7 and 66 -
- OR -- 63 and 65 - Florida Health and Life with Variable Annuity insurance 2-15 strongly preferred or to be shortly obtained
- Culture fit:
Community impact-based organization - An organization whose mission, operations, and services are designed to create meaningful, measurable improvements in the communities it serves. - Light local travel between branches
- High school diploma or equivalent
- Broker Check at FINRA required
- Background check required – Level II fingerprinting
- Drug screening required
Compensation: $60,000-$90,000 per year
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×