Wealth Advisor: Grow Clients & Create Financial Plans

Suncoast Credit Union; Bradenton (FL); On-site; USD 60,000 - 130,000; Full time

Benefits offered by this job

401K Matching up to 8%

Retirement Planning

Employee Loan Discounts

Flex Spending Accounts

Medical Coverage

Dental and Vision Coverage

PTO Wellness Days

Volunteer Hours

Degree Assistance up to $5,000 peryear

Job summary

Suncoast Credit Union in Bradenton, FL, seeks a seasoned Financial Advisor to grow an advisory, brokerage, and insurance book. You will deliver holistic wealth solutions, develop plans for members, and partner with branch staff to expand referrals and assets under management.

The role requires 5+ years in wealth management, relevant FINRA registrations, and a client-centric, strategic mindset, aligned with Suncoast’s values and compliance requirements.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.).
• 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 insurance 2-15 required.
• FINRA Record (U4) with no unacceptable entries.
• Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+.

Responsibilities

• 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 efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
• Acquire, expand, and maintain member client relationships through business development and networking
• Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
• Apply product and procedural knowledge to solve member client problems appropriately and efficiently
• Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
• Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
• Present sound financial recommendations and guidance to member clients
• Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
• Coach and educate branch staff and internal business partners to identify opportunities
• Drive financial education and visibility among branch staff
• Partner with branch managers to lead the branch team on action steps to achieve investment results
• Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
• Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements for lead and referral follow up
• Create and execute business plan to grow recurring revenue base
• Develop, monitor, and manage portfolios and third-party asset managers
• Act as a culture champion, aligned with Suncoast’s mission and values

Skills

Customer Service

Networking

Sales

Education

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

Job description

Suncoast Credit Union in Bradenton, FL, seeks a seasoned Financial Advisor to grow an advisory, brokerage, and insurance book. You will deliver holistic wealth solutions, develop plans for members, and partner with branch staff to expand referrals and assets under management.

The role requires 5+ years in wealth management, relevant FINRA registrations, and a client-centric, strategic mindset, aligned with Suncoast’s values and compliance requirements.