Wealth Advisor - In-Branch Growth & Relationships

Saltee Co ^ Talent; Pensacola (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Gulf Winds Credit Union in Pensacola, FL is seeking a trusted financial advisor to deliver comprehensive wealth guidance to members and business owners, deepening relationships and growing the wealth program within the credit union culture.

You will build advisory relationships, conduct discovery meetings, and run annual reviews while managing assets and coordinating with branches to identify planning opportunities.

Qualifications

• Three years of similar or related experience.
• Preferred college degree (BS or BA) in a relevant field.
• Series 7 and 66 FINRA licenses required; Life & Disability insurance required; CFP preferred.

Responsibilities

• Develop and manage long-term advisory relationships with members, prospects, and business owners; conduct discovery meetings and create financial strategies.
• Build strong working relationships with branches and staff to create a repeatable referral process; be present in branches to support employees and members.
• Conduct annual and periodic reviews; maintain client records; identify opportunities for consolidations, distributions, and planning needs.
• Retain assets and relationships while growing net new assets and households; participate in member seminars and community activities.
• Coordinate with Operations Manager to ensure excellent service, accurate documentation, and timely client requests; maintain licensing and compliance.

Skills

Relationship building

Financial advisory

Communication

Presentation skills

Collaboration

Education

BS/BA in relevant field

Series 7 & 66 FINRA licenses

CFP preferred

Life & Disability insurance

Job description

Gulf Winds Credit Union in Pensacola, FL is seeking a trusted financial advisor to deliver comprehensive wealth guidance to members and business owners, deepening relationships and growing the wealth program within the credit union culture.

You will build advisory relationships, conduct discovery meetings, and run annual reviews while managing assets and coordinating with branches to identify planning opportunities.