Investment Advisor
$49.44kDort Financial Credit Union
Investment Advisor Role
The Investment Advisor Role has a high earning potential. Built in member leads and referrals. Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus incapped commission. Year one earning potential of $100,000 to $150,000.
Flagler Credit Union, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching livesour members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact.
We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core valuesEmpowerment, Accountability, Transparency, Collaboration, and Volunteerismguide everything we do.
Why Join Us? We offer a comprehensive benefits package starting day one, including:
- Medical, dental, and vision insurance
- Life, AD&D, and disability coverage
- HSA & FSA options
- Tuition reimbursement (full-time)
- 401(k) with match and safe harbor
- Paid time off and holidays
- Additional perks like LegalShield, pet benefits, EAP, and telemedicine
Position Overview: This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members' goals.
Qualifications:
- Bachelor's degree in finance, business, or related field
- FINRA Series 7 & 66 and State Insurance licenses required
- 2+ years of financial planning/sales experience
What We're Looking For:
- Proven sales and relationship-building skills
- Strong business development mindset
- Motivation to exceed goals
- Effective presentation and communication skills
Ready to make an impact? Apply today and grow with us.
*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*
Dort Financial Credit UnionVacancy posted 5 days ago
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