LMCU · 16 hours ago
Financial Advisor - SW Florida
Bonita Springs, FL
Full-time
Onsite
Senior Level
5+ years expLMCU is one of the largest credit unions in the nation, seeking a Financial Advisor to provide comprehensive financial planning and guidance to clients. The role involves promoting financial products, ensuring compliance, and developing client relationships to drive business growth.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Promote and Deliver Financial Solutions: Promote, sell and service a full range of non-depository financial products; Provide personalized financial advice tailored to client needs, goals and risk tolerance
Client Documentation and Compliance: Follow broker/dealer and insurance company policies and procedures at all times; Maintain accurate blotter, advertising, client records and correspondence files; Complete detailed client profiles for all new clients, ensuring suitability and regulatory compliance
Client Engagement and Education: Oversee daily account transactions and provide timely service to clients; Conduct financial planning seminars and presentations to educate clients and prospects; Visit branches regularly to meet with clients, provide consultations, and train branch staff on financial products and service
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
Prepare and interpret for clients’ information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections
Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created
New business development and marketing – develops leads and referrals from current clients, outside contacts and internal team members
Qualification
Required
A bachelor's degree in business administration, finance, marketing, or a related field of study
Proficiency in credit union core systems and CRM platforms (e.g., Symitar, Salesforce, etc.)
Experience leveraging data analytics tools to drive decisions and track performance
Experience managing pipelines, setting sales targets, and achieving measurable growth
Demonstrated success building partnerships with local businesses, Select Employer Groups (SEGs), and community organizations to drive membership growth
Experience leading financial education initiatives or community-focused programs to increase member loyalty and trust
Safely operate a vehicle in all types of weather conditions; valid driver's license and clean driving record required
Preferred
Five years to eight years of experience in business development, community outreach, or relationship management within a financial institution
Direct experience working in or partnering with credit unions, focusing on member acquisition, retention, and expansion of products and services
Series 7, Series 65 or 66, Life/Accident & Health Insurance Licenses
Benefits
Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
Retirement options like 401 (k) with company match
Paid time off: Vacation, personal days, paid holidays, paid volunteer time, sick days
Tuition reimbursement
Company
LMCU
You’ll enjoy a rewarding, professional environment where you’ll be encouraged to innovate and excel.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Peter Dann
Chief Financial Officer
Dharmesh Patel
COO - Southwest Florida Region
Recent News
2025-10-09
2025-07-25
Company data provided by crunchbase