Financial Advisor-Pinellas

Insight Global; Tampa (FL); On-site; USD 54,000 - 66,000; Full time

Job summary

Insight Global’s client in Banking & Financial Services is seeking a Financial Advisor to join full-time in Florida. You will work with credit union branches to grow member relationships, provide personalized financial planning and investment advice, and support advisory, brokerage, and insurance services across regions.

Responsibilities include building a book of business, delivering client service, networking, and staying compliant with broker-dealer and credit union policies.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 2+ years in financial planning or wealth management.
• Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months.
• FINRA Series 7 & 66 (or 63 & 65).
• Florida 2-15 License – if not, can obtain within 30–45 days.

Responsibilities

• Advise on investments, insurance, and financial planning.
• Build and manage a book of business across advisory, brokerage, and insurance.
• Deliver excellent member service and identify opportunities for growth.
• Develop new relationships through networking and referrals.
• Collaborate with branch staff to drive financial education and results.
• Monitor financial plans and adjust as needed.
• Track pipeline and sales activities to meet revenue goals.
• Stay current on market trends, regulations, and products.
• Ensure compliance with broker-dealer and credit union policies.

Skills

Financial planning

Wealth management

Sales & revenue

Client relations

Regulatory compliance

Education

Bachelor's degree in business/finance

Job description

Job Description

Insight Global’s customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis. These individuals will support various regions throughout Florida. As a Financial Advisor, you’ll work with credit union branches to acquire and grow member relationships. You’ll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solution.

Advise on investments, insurance, and financial planningBuild and manage a book of business across advisory, brokerage, and insuranceDeliver excellent member service and identify opportunities for growthDevelop new relationships through networking and referralsCollaborate with branch staff to drive financial education and resultsMonitor financial plans and adjust as neededTrack pipeline and sales activities to meet revenue goalsStay current on market trends, regulations, and productsEnsure compliance with broker-dealer and credit union policiesAttend training and maintain required certifications.

60K Base Salary + CommissionCommission Structure:31% of gross revenue for transactional commissions and trails (e.g., mutual funds, annuities, stocks, UITs, etc).36% of gross revenue for fee-based advisory revenue.

Skills and Requirements

Required Qualifications:Bachelor’s degree in business, finance, or related field2+ years in financial planning or wealth managementMinimum of $125K Revenue/Commissions/GDC in the trailing 12-monthsFINRA Series 7 & 66 (or 63 & 65)Clean FINRA U4 recordFlorida 2-15 License – If they do not currently have, they will be accepted to gather in the first 30-45 days of employment at SuncoastCFP, ChFC, CRPC Certified

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].