Suncoast Credit Union
Financial Advisor
Suncoast Credit Union, Bushnell, Florida, United States, 33513
Overview
Compensation:
$48,000 - 60,000 base salary plus commissionLocation Type:
Hybrid, a flexible work model blending in-office and remote workingPosition Type:
Full TimeRegion:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members' financial situations and providing guidance for services to meet the members' needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities
Advise members on the appropriate financial products to fit their financial needsAnalyze and assess members' investment and insurance protection needs, goals, risk tolerance, and current financial situationAnalyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance productsCollaborate with members to create a plan of action to assist them with achieving investment and financial goalsExecute plans in a manner easily understood by the membersMonitor the performance of members' portfolios and periodically review members' financial situationsIdentify, assess, and manage relevant financial investment risksRecommend adjustments to portfolios to resolve problems or concernsDevelop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective membersConduct evening seminars at various locationsCollaborate with rMSR's and Trust Officers to better serve membersCultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholdersAdhere to broker and dealer-approved products listIdentify opportunities to cross-sell credit union products and servicesGrow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needsMaintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelinesAdminister assigned accounts according to the established credit union and financial product guidelinesAttend educational events to increase professional knowledge and remain current on required continuing education modulesMaintain knowledge and understanding of current trends, laws, and issues affecting the area of expertiseQualifications
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)8+ years of relevant experience in the field2+ years of experience as a Registered RepresentativeFlorida Life with VA and health insurance license requiredFINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employmentFINRA record (U-4) with no unacceptable entriesGood knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax lawsProficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulatorsAbility to conduct public presentations and communicate information requiring explanation or interpretationAbility to conduct evening seminars at various locationsMust maintain a high level of confidentialitySkills
Customer ServiceNetworkingSalesBenefits
Financial Well-Being:
401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending AccountsWellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability CoverageWork-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTOCommunity Involvement:
Paid Volunteer HoursGrowth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.For more information, please visit our careers site at
https://careers.suncoastcreditunion.com/
Compensation:
$48,000 - 60,000 base salary plus commissionLocation Type:
Hybrid, a flexible work model blending in-office and remote workingPosition Type:
Full TimeRegion:
The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members' financial situations and providing guidance for services to meet the members' needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity.
Responsibilities
Advise members on the appropriate financial products to fit their financial needsAnalyze and assess members' investment and insurance protection needs, goals, risk tolerance, and current financial situationAnalyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance productsCollaborate with members to create a plan of action to assist them with achieving investment and financial goalsExecute plans in a manner easily understood by the membersMonitor the performance of members' portfolios and periodically review members' financial situationsIdentify, assess, and manage relevant financial investment risksRecommend adjustments to portfolios to resolve problems or concernsDevelop and implement a strategic marketing action plan at the regional level to consistently generate a minimum of 15-20 interviews per week with current or prospective membersConduct evening seminars at various locationsCollaborate with rMSR's and Trust Officers to better serve membersCultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholdersAdhere to broker and dealer-approved products listIdentify opportunities to cross-sell credit union products and servicesGrow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needsMaintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelinesAdminister assigned accounts according to the established credit union and financial product guidelinesAttend educational events to increase professional knowledge and remain current on required continuing education modulesMaintain knowledge and understanding of current trends, laws, and issues affecting the area of expertiseQualifications
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)8+ years of relevant experience in the field2+ years of experience as a Registered RepresentativeFlorida Life with VA and health insurance license requiredFINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employmentFINRA record (U-4) with no unacceptable entriesGood knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities. This includes but is not limited to, securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax lawsProficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulatorsAbility to conduct public presentations and communicate information requiring explanation or interpretationAbility to conduct evening seminars at various locationsMust maintain a high level of confidentialitySkills
Customer ServiceNetworkingSalesBenefits
Financial Well-Being:
401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending AccountsWellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability CoverageWork-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTOCommunity Involvement:
Paid Volunteer HoursGrowth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.For more information, please visit our careers site at
https://careers.suncoastcreditunion.com/