Wealth Advisor: Grow Your Practice & Income Potential

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

Benefits dieser Stelle

401K Matching

Retirement Planning

Employee Loan Discounts

Flex Spending Accounts

Medical Coverage

Dental Coverage

Vision Coverage

Gym Access

Mental Health Resources

PTO Wellness Days

Disability Coverage

Zusammenfassung

Suncoast Credit Union is seeking a Financial Advisor to deliver wealth management solutions to members, partnering with branch managers to drive referrals and growth. The role focuses on comprehensive financial planning, investment strategies, and building a holistic client experience within the branch network.

The position requires registration expertise, client-focused sales, and the ability to manage a growing advisory book while aligning with Suncoast’s values and compliance framework.

Qualifikationen

• Bachelor’s degree in business, finance, economics, or related field.
• Professional industry designation (CFP, ChFC, CRPC, etc.) preferred.
• 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.
• Ability to manage a multi-year growth plan and ensure compliance with regulatory standards.

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, referrals, and holistic solutions.
• Acquire, expand, and maintain member client relationships through business development and networking.
• Drive financial education and visibility among branch staff and internal business partners.

Kenntnisse

Customer Service

Networking

Sales

Ausbildung

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

Professional industry designation preferred (e.g. CFP, ChFC, CRPC)

Jobbeschreibung

Suncoast Credit Union is seeking a Financial Advisor to deliver wealth management solutions to members, partnering with branch managers to drive referrals and growth. The role focuses on comprehensive financial planning, investment strategies, and building a holistic client experience within the branch network.

The position requires registration expertise, client-focused sales, and the ability to manage a growing advisory book while aligning with Suncoast’s values and compliance framework.