Financial Advisor

GTE Financial; Tampa (FL); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Robust insurance

Wellness programs

Retirement plans

Generous time off

Tuition assistance

Job summary

GTE Financial is seeking an experienced Financial Advisor to join our team in Tampa, FL. In this role, you will empower our members by giving personalized financial advice and strategic planning to achieve their financial objectives.

The ideal candidate has a minimum of 5 years in financial services, a consultative sales approach, and relevant licenses. We offer competitive pay, robust benefits, and a hybrid work schedule.

Qualifications

• Minimum 5 years of experience in financial services.
• At least 2 years of proven success in sales.
• Demonstrated commitment to a consultative sales approach.

Responsibilities

• Provide personalized financial advice.
• Build and manage a strong book of business.
• Ensure compliance with regulatory standards.

Skills

Bilingual (English/Spanish)

Consultative sales approach

Proficiency in Microsoft Office Suite

Education

College degree or equivalent experience

FINRA Series 7 and Series 65/66 licenses

Life/Health Insurance license

Tools

Microsoft Office Suite

TEAMS

Job description

Overview

Come join our GTE Financial team! At GTE Financial, we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team.

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality.

Responsibilities

• Expertise & Industry Knowledge
  • Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry.
  • Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker‑dealer regulations, and credit union policies.
  • Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
  • Develop personalized plans that reflect each member’s goals and risk tolerance, ensuring a holistic approach to their financial health.
  • Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member.
• Sales & Relationship Building
  • Follow a consultative sales approach to build and manage a strong book of business.
  • Uphold the highest standards of honesty, integrity, and transparency in all client interactions.
  • Foster long‑term, meaningful relationships with members, driving loyalty and trust.
  • Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery.
  • Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations.
  • Actively prospect for new business opportunities and consistently generate meaningful revenue.
  • Maintain a balanced product portfolio to meet individual and team goals.
• Operations & Compliance
  • Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures.
  • Adhere to broker‑dealer practices and FINRA’s requirements to maintain accurate records.
  • Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti‑Money Laundering laws, and the Right to Financial Privacy Act.
  • Maintain and be up to date on continuing education requirements for all licenses and registrations.
  • Demonstrate problem‑solving abilities by analyzing complex data and making informed decisions in line with technical guidelines.
  • Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices.
  • Ensure timely and accurate paperwork and handle administrative tasks efficiently.
• Additional Skills & Requirements
  • Bilingual (English/Spanish) is preferred but not required.
  • Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions.
  • Demonstrated commitment to a consultative sales approach while generating commissions and building a reliable and recurring revenue stream.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software.

Qualifications

• Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry.
• A college degree is preferred, or equivalent relevant professional experience.
• FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment.
• Life/Health Insurance license is required or must be obtained within 90 days of employment.
• LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable.

Position Details

• Location: Headquarters in Tampa, FL with branch locations serving the following counties: Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota.
• Department Hours: Monday – Friday, 9:00 AM to 6:00 PM.
• Hybrid work schedule with remote work requirements: A quiet and dedicated workspace, reliable internet with minimum upload and download speeds, and living within commuting distance of the office.
• Work arrangement (in‑office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

Benefits

• Competitive pay, robust insurance, wellness programs, retirement plans, and generous time off.
• Tuition assistance, leadership development, certifications, and ongoing learning opportunities.
• Work‑life balance with flexible schedules and benefits that support well‑being.
• Community impact through active investment in local charities and volunteer efforts.
• Purpose‑driven work by helping deliver financial solutions that truly make a difference.

EEO Statement

GTE is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.