Financial Advisor
Posted on Oct 7, 2024 by Suncoast Credit Union
Crystal River, FL
Finance
Immediate Start
Annual Salary
Full-Time
- Remote
Overview:
Compensation: $60,000 base salary plus commission
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Region:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members’ financial situations and providing guidance for services to meet the members’ needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities:
Advise members on the appropriate financial products to fit their financial needs
Analyze and assess members’ investment and insurance protection needs, goals, risk tolerance, and current financial situation
Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
Execute plans in a manner easily understood by the members
Monitor the performance of members’ portfolios and periodically review members’ financial situations
Identify, assess, and manage relevant financial investment risks
Recommend adjustments to portfolios to resolve problems or concerns
Develop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective members
Conduct evening seminars at various locations
Collaborate with rMSR’s and Trust Officers to better serve members
Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
Adhere to broker and dealer-approved products list
Identify opportunities to cross-sell credit union products and services
Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
Administer assigned accounts according to the established credit union and financial product guidelines
Attend educational events to increase professional knowledge and remain current on required continuing education modules
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Qualifications:
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
8+ years of relevant experience in the field
2+ years of experience as a Registered Representative
Florida Life with VA and health insurance license required
FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
FINRA record (U-4) with no unacceptable entries
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws
Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to conduct public presentations and communicate information requiring explanation or interpretation
Ability to conduct evening seminars at various locations
Must maintain a high level of confidentiality
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at (url removed)
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at (url removed)
Compensation: $60,000 base salary plus commission
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Region:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members’ financial situations and providing guidance for services to meet the members’ needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities:
Advise members on the appropriate financial products to fit their financial needs
Analyze and assess members’ investment and insurance protection needs, goals, risk tolerance, and current financial situation
Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
Execute plans in a manner easily understood by the members
Monitor the performance of members’ portfolios and periodically review members’ financial situations
Identify, assess, and manage relevant financial investment risks
Recommend adjustments to portfolios to resolve problems or concerns
Develop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective members
Conduct evening seminars at various locations
Collaborate with rMSR’s and Trust Officers to better serve members
Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
Adhere to broker and dealer-approved products list
Identify opportunities to cross-sell credit union products and services
Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
Administer assigned accounts according to the established credit union and financial product guidelines
Attend educational events to increase professional knowledge and remain current on required continuing education modules
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Qualifications:
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
8+ years of relevant experience in the field
2+ years of experience as a Registered Representative
Florida Life with VA and health insurance license required
FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
FINRA record (U-4) with no unacceptable entries
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws
Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to conduct public presentations and communicate information requiring explanation or interpretation
Ability to conduct evening seminars at various locations
Must maintain a high level of confidentiality
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at (url removed)
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at (url removed)
Reference: 200014714
https://jobs.careeraddict.com/post/95942937
Financial Advisor
Posted on Oct 7, 2024 by Suncoast Credit Union
Crystal River, FL
Finance
Immediate Start
Annual Salary
Full-Time
- Remote
Overview:
Compensation: $60,000 base salary plus commission
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Region:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members’ financial situations and providing guidance for services to meet the members’ needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities:
Advise members on the appropriate financial products to fit their financial needs
Analyze and assess members’ investment and insurance protection needs, goals, risk tolerance, and current financial situation
Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
Execute plans in a manner easily understood by the members
Monitor the performance of members’ portfolios and periodically review members’ financial situations
Identify, assess, and manage relevant financial investment risks
Recommend adjustments to portfolios to resolve problems or concerns
Develop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective members
Conduct evening seminars at various locations
Collaborate with rMSR’s and Trust Officers to better serve members
Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
Adhere to broker and dealer-approved products list
Identify opportunities to cross-sell credit union products and services
Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
Administer assigned accounts according to the established credit union and financial product guidelines
Attend educational events to increase professional knowledge and remain current on required continuing education modules
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Qualifications:
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
8+ years of relevant experience in the field
2+ years of experience as a Registered Representative
Florida Life with VA and health insurance license required
FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
FINRA record (U-4) with no unacceptable entries
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws
Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to conduct public presentations and communicate information requiring explanation or interpretation
Ability to conduct evening seminars at various locations
Must maintain a high level of confidentiality
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at (url removed)
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at (url removed)
Compensation: $60,000 base salary plus commission
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Region:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members’ financial situations and providing guidance for services to meet the members’ needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities:
Advise members on the appropriate financial products to fit their financial needs
Analyze and assess members’ investment and insurance protection needs, goals, risk tolerance, and current financial situation
Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
Execute plans in a manner easily understood by the members
Monitor the performance of members’ portfolios and periodically review members’ financial situations
Identify, assess, and manage relevant financial investment risks
Recommend adjustments to portfolios to resolve problems or concerns
Develop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective members
Conduct evening seminars at various locations
Collaborate with rMSR’s and Trust Officers to better serve members
Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
Adhere to broker and dealer-approved products list
Identify opportunities to cross-sell credit union products and services
Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
Administer assigned accounts according to the established credit union and financial product guidelines
Attend educational events to increase professional knowledge and remain current on required continuing education modules
Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
Qualifications:
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
8+ years of relevant experience in the field
2+ years of experience as a Registered Representative
Florida Life with VA and health insurance license required
FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
FINRA record (U-4) with no unacceptable entries
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws
Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to conduct public presentations and communicate information requiring explanation or interpretation
Ability to conduct evening seminars at various locations
Must maintain a high level of confidentiality
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at (url removed)
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at (url removed)
Reference: 200014714
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