Investment Advisor
$49.44k - $150kDORT FINANCIAL CU
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Sales Lake Clarke Shores, West Palm Beach, FL, US 3 Attachments 3 days ago Requisition ID: 2162 Salary Range: $49,440.00 To $150,000.00 Annually 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 uncapped 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 lives—our 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 values— Empowerment, Accountability, Transparency, Collaboration, and Volunteerism —guide 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 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 Motivation to exceed goals Effective presentation and communication skills *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.* #J-18808-Ljbffr
$49.44k
...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 uncapped commission. Year one earning potential...SuggestedBase plus commissionFull time- ...South Florida by the Sun Sentinel three years in a row. SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners...SuggestedFull timeTemporary workInterim roleImmediate startFlexible hours
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...Private Wealth Management Investment Partner At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...retaining client relationships for Investments. Partners with Senior Advisor to drive business development, client retention and engagement...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$200k
Commercial Loan Portfolio Manager ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees...Work at officeLocal areaWork from home- Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork at office
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...detail-oriented and strategic Fund Accounting Controller to oversee the accounting operations and financial reporting for multiple investment funds. This role requires a strong understanding of investment structures, GAAP compliance, and regulatory requirements. The...Full timeInterim role- ...Controller in West Palm Beach, FL. This role oversees fund activity, regulatory filings, and financial reporting for multiple funds and investments across the US. You will manage accounting models, supervise staff, and drive process improvements while supporting year-end...
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$100k - $150k
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