Financial Services Professional
1 week ago
As a Financial Advisor at Suncoast Credit Union, you will provide financial and investment services to our members. Your key responsibilities will include assessing members' financial situations and providing guidance on services to meet their needs. You will be committed to a needs-based financial planning approach with fee-based solutions. You will 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, and collaborate with members to create a plan of action to assist them with achieving investment and financial goals.
Requirements:
To be successful in this role, you will need a Bachelor's degree in business, finance, or economics, and at least 8 years of relevant experience in the field. You will also need good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities, including securities regulations, privacy rules, IRC guidelines for retirement plans, and general tax laws. You will be proficient in written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators. You will also be able to conduct evening seminars at various locations and have strong networking skills.
Benefits:
Suncoast Credit Union offers a competitive benefits package, including 401K matching up to 8%, retirement planning, employee loan discounts, and flex spending accounts. We also offer medical coverage, dental and vision coverage, access to 4,000+ gyms, mental health resources, PTO wellness days, short term and long term disability coverage, 11 paid holidays, 3 weeks of paid time off, 4 weeks of paid parental leave, and birthday PTO. We also offer paid volunteer hours and a supportive work environment that prioritizes the community.
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