Florida Financial Advisor - Wealth Planning & Growth

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

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.