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Investment Advisor

$49.44k - $150k

DORT 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 DORT FINANCIAL CU

Vacancy posted 1 day ago
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