Wealth Advisor: Build and Grow Your Client Portfolio

Talentify; Tampa (FL); On-site; USD 60,000 - 260,000; Full time

Benefits offered by this job

401K Matching up to 8%

Medical, Dental and Vision Coverage

Gym access to 4,000+ gyms

11 Paid Holidays

3 weeks Paid Time Off

4 weeks Paid Parental Leave

Paid Volunteer Hours

Degree Assistance up to $5,000

Job summary

Suncoast Credit Union is seeking a Financial Advisor to deliver comprehensive wealth management solutions to members within an assigned region. You will develop financial plans, advise on investments and insurance, and grow an advisory, brokerage, and insurance book of business while maintaining strong client relationships.

You will partner with branch managers to coach staff, drive referrals, manage pipelines, and implement wealth strategies that align with the credit union’s core values and

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• Professional designation such as CFP, ChFC, CRPC preferred.
• Minimum of 5 years in financial planning, investment advisory, or wealth management.

Responsibilities

• Provide consultation on investment and insurance strategies, including development of financial plans for member clients.
• Grow and retain an advisory, brokerage, and insurance book of business.
• Own the member client experience by managing sales, service, and referrals while delivering holistic solutions.

Skills

Customer Service

Networking

Sales

Education

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

CFP/ChFC/CRPC designation preferred

Job description

Suncoast Credit Union is seeking a Financial Advisor to deliver comprehensive wealth management solutions to members within an assigned region. You will develop financial plans, advise on investments and insurance, and grow an advisory, brokerage, and insurance book of business while maintaining strong client relationships.

You will partner with branch managers to coach staff, drive referrals, manage pipelines, and implement wealth strategies that align with the credit union’s core values and