Florida Financial Advisor: Wealth Growth Specialist

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

Job summary

Insight Global’s client in Banking & Financial Services is recruiting a Financial Advisor to support multiple Florida regions. You will provide tailored financial planning and investment guidance, partnering with branch teams to deliver comprehensive wealth solutions and exceptional member service.

The role requires a bachelor’s in business/finance, 2+ years in financial planning, and active FINRA licenses (or the ability to obtain).

Qualifications

• Bachelor’s degree or higher in business, finance, or related field.
• Minimum 2+ years in financial planning or wealth management.
• Minimum of $125K Revenue/Commissions/GDC in trailing 12 months.
• FINRA Series 7 & 66 (or 63 & 65) licenses.
• Clean FINRA U4 record.
• Florida 2-15 License – if not held, can be obtained within 30–45 days of employment at Suncoast.
• CFP, ChFC, CRPC certifications.

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.
• Attend training and maintain required certifications.

Skills

Financial planning

Wealth management

Relationship building

Education

Bachelor’s degree in business, finance, or related field

CFP

ChFC

CRPC

Tools

FINRA Series 7

FINRA Series 66

Florida 2-15 License

Job description

Insight Global’s client in Banking & Financial Services is recruiting a Financial Advisor to support multiple Florida regions. You will provide tailored financial planning and investment guidance, partnering with branch teams to deliver comprehensive wealth solutions and exceptional member service.

The role requires a bachelor’s in business/finance, 2+ years in financial planning, and active FINRA licenses (or the ability to obtain).