Financial Advisor

2 days ago

Fort Myers, United States Insight Global Full time

Insight Global is looking for a Financial Advisor who can work at a Credit Union in a number of different office locations in Florida (listed below) Experience plus the following licenses (listed below) are required. This is full time/direct hire salaried position with generous commission opportunities and benefits


Compensation: $60,000 base salary plus commission (6-figure OTE)

Office Locations to choose from:

  • Port Charlotte, FL
  • Bradenton, FL
  • Inverness, FL
  • Bushnell, FL
  • Port Richey, FL
  • Fort Myers, FL
  • Cape Coral, FL
  • Crystal River, FL


Job Summary:

The Financial Advisor provides financial and investment services to credit union members. The advisors need to have a client first mentality while being driven to go the extra mile to grow their own career. As a financial advisor, you will provide a multitude of services to the client. You will be looking into members needs and advise on their investments and insurance protection needs. You will help evaluate their needs, goals, risk, and current financial situation. It is important to not only support your current members, but to also always be prospecting for new 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.

Primary Responsibilities:

  • Advise members on the appropriate financial products to fit their financial needs
  • Analyze and assess members’ investment and insurance protection needs, goals, risk tolerance, and current financial situation
  • Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products
  • Collaborate with members to create a plan of action to assist them with achieving investment and financial goals
  • Execute plans in a manner easily understood by the members
  • Monitor the performance of members’ portfolios and periodically review members’ financial situations
  • Identify, assess, and manage relevant financial investment risks
  • Recommend adjustments to portfolios to resolve problems or concerns
  • Develop 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 members


Minimum Requirements:

  • 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 field
  • 2+ years of experience as a Registered Representative
  • FINRA Series 7, 66 (or 63 and 65)
  • FINRA record (U-4) with no unacceptable entries
  • 2-15 Florida Life with VA and health insurance license highly preferred
  • Good 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 laws

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