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Investment Advisor

$49.44k

Dort Financial Credit Union

Investment Advisor RoleThe 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 insuranceLife, AD&D, and disability coverageHSA & FSA optionsTuition reimbursement (full-time)401(k) with match and safe harborPaid time off and holidaysAdditional perks like LegalShield, pet benefits, EAP, and telemedicinePosition 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 fieldFINRA Series 7 & 66 and State Insurance licenses required2+ years of financial planning/sales experienceWhat We're Looking For:Proven sales and relationship-building skillsStrong business development mindsetMotivation to exceed goalsEffective presentation and communication skillsReady 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.*

Vacancy posted 3 days ago
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