Vice President- Financial Advisor

Vice President- Financial Advisor

Job Category: Wealth Management

Full-Time

On-site

FAIRWINDS Support Center 3087 N Alafaya Trail Orlando, FL 32826, USA

Description

Financial Freedom Happens Here and it starts with YOU.

At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. As a Financial Advisor, you will help our members live financially free!

We are seek a Financial Advisor that has at least 2 years of solid experience and able to build a book of business with the support of a referral network while collaborating with other business units to promote FAIRWINDS Credit Union. Financial Advisors demonstrate member advocacy and build member relationships by providing full-service financial planning, investment and insurance services or additional products. As a dual employee of FAIRWINDS and LPL (our broker-dealer), you will assist members with identifying their financial needs and objectives and will then recommend financial products that will help achieve those goals.

Your Role in Our Mission:

• Consults with members and prospective members with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the members' needs and then sells those products and services as appropriate
• Provides investment advice primarily on fee-based/advisory, fixed income, mutual fund, insurance and annuity investment products
• Highly organized individual with knowledge of essential systems, policy and procedures, and investment products and services, including basic financial planning and asset allocation techniques

What Makes You a Great Fit:

• Bachelor's degree preferred
• Series 7 and 63, 65 or 66 licenses required
• FL Life, Health, Fixed/Variable Annuity insurance license required
• Minimum 2 years of experience in needs-based analysis and delivery of personal investment products and services

A Culture of Care and Reward: You give your best, and we give back with a comprehensive and meaningful rewards package:

• Enjoy 11 paid holidays and generous paid time off to recharge and reset
• Build your future with a 6% 401(k) match
• Eligible for a $700 annual contribution to your Health Savings Account
• Access our comprehensive maternity leave program to support growing families
• Stay covered with medical, dental, vision, disability, and life insurance
• Grow your career through leadership development, tuition assistance, and advancement opportunities
• Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program
• Thrive in a purpose-driven, people-first culture where your impact matters

This is more than your next job. It's your next step in changing lives; starting with your own!

About FAIRWINDS Credit Union

At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!

FAIRWINDS is an Equal Opportunity Employer.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.