Financial Advisor – Investment & Insurance Solutions

DORT FINANCIAL CU; West Palm Beach (FL); On-site; USD 49,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life, AD&D, and disability coverage

HSA & FSA options

401(k) with match and safe harbor

Paid time off and holidays

Additional perks like LegalShield, pet

Job summary

Flagler Credit Union, a division of Dort Financial Credit Union, is seeking an Investment Advisor in West Palm Beach, FL to build member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.

The position offers built-in leads, a guaranteed base salary for up to 9 months, then uncapped commission, with year one earnings potential of $100,000 to $150,000.

Qualifications

• Bachelor’s degree in finance, business, or related field is required.
• FINRA Series 7 & 66 registrations and State Insurance licenses are required.
• 2+ years of financial planning or sales experience preferred.

Responsibilities

• Build strong member relationships through investment and insurance solutions.
• Provide financial planning, investment guidance, and portfolio management aligned with members’ goals.
• Achieve sales and service goals through effective relationship management.

Skills

Relationship-building

Sales skills

Effective communication

Education

Bachelor’s degree in finance or related field

Tools

FINRA Series 7 & 66

State Insurance licenses

Job description

Flagler Credit Union, a division of Dort Financial Credit Union, is seeking an Investment Advisor in West Palm Beach, FL to build member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.

The position offers built-in leads, a guaranteed base salary for up to 9 months, then uncapped commission, with year one earnings potential of $100,000 to $150,000.