Investment Advisor: Lead-Driven
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
Dort Financial Credit Union in Lake Clarke Shores, FL is seeking an Investment Advisor to build member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.
Qualifications include a Bachelor's degree in finance or related field, FINRA Series 7 & 66 and State Insurance licenses, and 2+ years of financial planning or sales experience.
This role is for the Investment Advisor:
Lead-Driven, High Earning Potential role at Dort Financial Credit Union.
Learn more about the Investment Advisor:
Lead-Driven, High Earning Potential role in the description above.
We appreciate your interest in this position.
Join Dort Financial Credit Union and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(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).