Wealth Advisor: Grow AUM and Deliver Holistic Plans

Suncoast Credit Union; Inverness (FL); Vor Ort; USD 60.000 - 300.000; Vollzeit

Benefits dieser Stelle

401K Matching

Medical Coverage

Gym Access

Paid Holidays

Parental Leave

Zusammenfassung

Suncoast Credit Union in Inverness, FL, seeks a senior financial advisor to deliver wealth management solutions and comprehensive financial planning for members. You will partner with branches to provide integrated investment, insurance, and advisory services, while building strong member relationships and driving revenue growth.

The role requires 5+ years in wealth management, active FINRA licenses, and a track record of growing advisory business.

Qualifikationen

• Minimum of 5 years of financial planning, investment advisory, or wealth management experience.
• FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity 2-15 required
• FINRA Record (U4) with no unacceptable entries
• Proven ability to grow advisory book and manage revenue targets

Aufgaben

• Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
• Grow and retain an advisory, brokerage, and insurance book of business
• Own the member client experience by handling sales, service, and referrals to partners
• Acquire, expand, and maintain member client relationships through business development and networking
• Develop and implement wealth management strategies and present sound financial recommendations

Kenntnisse

Customer Service

Networking

Sales

Ausbildung

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

CFP or similar designation preferred

Jobbeschreibung

Suncoast Credit Union in Inverness, FL, seeks a senior financial advisor to deliver wealth management solutions and comprehensive financial planning for members. You will partner with branches to provide integrated investment, insurance, and advisory services, while building strong member relationships and driving revenue growth.

The role requires 5+ years in wealth management, active FINRA licenses, and a track record of growing advisory business.