Financial Advisor
3 weeks ago
Overview:
Compensation: Base salary of $48,000 plus commission
Location: Hillsborough County with frequent local travel
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.
Suncoast Credit Union is consistently chosen as a 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. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
* COMPETITIVE MARKET SALARIES * MEDICAL COVERAGE * PAID TIME OFF * 11 PAID HOLIDAYS * PARENTAL LEAVE * RETIREMENT PLANNING * DEGREE ASSISTANCE * BONUS OPTIONS * ACCESS TO OVER 4,000 GYMS * FREE IDENTITY THEFT PROTECTION * PAID VOLUNTEER HOURS * LEGAL ASSISTANCE * MENTAL HEALTH RESOURCES * EMPLOYEE LOAN DISCOUNTS *
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team supporting a healthy body, healthy mind, and healthy work-life balance
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
- Conduct evening seminars at various locations
- Collaborate with rMSRs and Trust Officers to better serve members
- Cultivate strong relationships and build trust among branch managers, credit union staff, school districts, community leaders, and other stakeholders
- Adhere to broker and dealer-approved products list
- Identify opportunities to cross-sell credit union products and services
- Grow the minimum Assets Under Management (AUM) in fee-based solutions and trust services in connection with member needs
- Maintain compliance with all applicable STIS, FINRA, SEC, State of Florida, and broker-dealer laws, regulations, policies, and guidelines
- Administer assigned accounts according to the established credit union and financial product guidelines
- Attend educational events to increase professional knowledge and remain current on required continuing education modules
- Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
- 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
- Florida Life with VA and health insurance license required
- FINRA Series 7, 66 (or 63 and 65) and FIRNA or must obtain within 90 days of employment
- FINRA record (U-4) with no unacceptable entries
- 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
- Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
- Ability to conduct public presentations and communicate information requiring explanation or interpretation
- Ability to conduct evening seminars at various locations
- Must maintain a high level of confidentiality
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