Wealth Advisor: Strategic Financial Planner

Partners Federal Credit Union; Orlando (FL); On-site; USD 46,000 - 69,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Paid time off

Job summary

Partners Federal Credit Union is seeking a financial planning professional to meet with members, analyze financial information, and develop plans to meet goals. The role involves preparing meetings, creating portfolios, and promoting financial products while building client relations.

The ideal candidate has 2–5 years of relevant experience, required licenses (Series 7/63/65 or 66 or Insurance), and CFP CE training. A strong emphasis on client service and teamwork is expected.

Qualifications

• Bachelor’s Degree required.
• 2-5 years of relevant work experience.
• 3-5 years of experience at LPL Freedom Club level production or higher.
• Licenses: Series 7, Series 63 and 65 or 66, or State Insurance License.
• CFP® CE training and related firm training is required.
• Experience in financial services and client planning recommended.

Responsibilities

• Meets with clients/prospects; analyzes income, assets, debts; sets financial goals.
• Prepares for meetings; creates financial plans and portfolios.
• Markets financial products; builds branch relations; plans client interactions.
• Researches new products and keeps up with economic data.

Skills

Financial services

Personal finance

Independent decision making

Influence and negotiation

Relationship building

Customer service

Analytical

Sales

Interpersonal

Teamwork

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Partners Federal Credit Union is seeking a financial planning professional to meet with members, analyze financial information, and develop plans to meet goals. The role involves preparing meetings, creating portfolios, and promoting financial products while building client relations.

The ideal candidate has 2–5 years of relevant experience, required licenses (Series 7/63/65 or 66 or Insurance), and CFP CE training. A strong emphasis on client service and teamwork is expected.