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Dort Financial Credit Union · 2 hours ago

Investment Advisor

North Palm Beach, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Dort Financial Credit Union is seeking an Investment Advisor to enhance member relationships through the sale of Investment and Insurance products. The role involves providing financial planning, advice, and investment management to meet the needs of the credit union's members.

Financial Services

Comp. & Benefits

No H1B

Responsibilities

Enhance member relationships through the sale of Investment and Insurance products

Responsible for providing financial planning, financial advice, and investment management to serve the needs of the credit union’s consumer and business members

Accessing the member’s investment portfolio, financial objectives, and provides guidance to the member on successfully achieving those objectives

Qualification

FINRA Series 7 LicenseFINRA Series 66 LicenseState Insurance LicenseFinancial PlanningSales SkillsBusiness DevelopmentInterpersonal SkillsPresentation Skills

Required

Possess valid FINRA Series 7 and 66 and State Insurance licensing certifications

Two or more years' experience in related Financial Institution planning/sales field or equivalent combination of education and experience

Must be bondable

Possess a clean credit and U-4 CRD History

State Life & Health Insurance license of state where applying

Strong sales, marketing, and business development skills

The desire and intrinsic motivation to meet or exceed goals

Exceptional interpersonal and relationship building skills

Effective in a variety of formal presentation settings: one-on-one, small and large groups, and with various levels of constituents within the financial institution

Preferred

Bachelor's degree in finance, accounting, business, economics or related field strongly preferred

Benefits

Medical, dental, and vision insurance

Life/AD&D and Disability Insurance

Supplemental Life insurance for employee/spouse/dependent

HSA and FSA plans

Tuition reimbursement for full-time team members

LegalShield

Pet Benefits

Employee Assistance Program

Telemedicine

Matching 401 (k) including a safe harbor

Referral bonus program

Paid time off including holidays

Company

Dort Financial Credit Union

Dort Financial Credit Union (DFCU) is a not-for-profit financial cooperative whose mission is to open doors to our members by providing quality financial services.

Founded in 1951

Grand Blanc, Michigan, USA

201-500 employees