Investment Advisor

Dort Financial Credit Union; Lake Clarke Shores, West Palm Beach (FL, FL); On-site; USD 49,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

HSA/FSA

Job summary

Dort Financial Credit Union in Lake Clarke Shores, FL is seeking an Investment Advisor to build member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.

Qualifications include a Bachelor's degree in finance or related field, FINRA Series 7 & 66 and State Insurance licenses, and 2+ years of financial planning or sales experience.

Qualifications

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

Responsibilities

• Build strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.

Skills

Sales skills

Relationship building

Communication skills

Presentation skills

Goal orientation

Education

Bachelor's degree in finance, business or related field

Tools

FINRA Series 7

FINRA Series 66

State Insurance Licenses

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Sales Lake Clarke Shores, West Palm Beach, FL, US 3 Attachments

2 days ago Requisition ID: 2162

Salary Range: $49,440.00 To $150,000.00 Annually

The Investment Advisor Role has a high earning potential

• Built in member leads and referrals
• Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission
• Year one earning potential of $100,000 to $150,000

Flagler Credit Union, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives—our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact.

We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values—Empowerment, Accountability, Transparency, Collaboration, and Volunteerism—guide everything we do.

Why Join Us?
We offer a comprehensive benefits package starting day one, including:

• 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 benefits, EAP, and telemedicine

Position Overview
This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.

Qualifications

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

What We’re Looking For

• Proven sales and relationship-building skills
• Motivation to exceed goals
• Effective presentation and communication skills

*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*