Financial Advisor - SW Florida

LMCU • Bonita Springs, FL

8d

About The Position

About this position: LMCU is looking for a Financial Advisor that serves as a trusted partner to clients by providing comprehensive financial planning and guidance. This role is responsible for counseling clients and prospective clients on non-depository financial products and services, including investments and insurance solutions. The Financial Advisor maintains a thorough knowledge of all products and services offered by the company, while also staying informed about competitor offerings. This position plays a key role in strengthening client relationships, generating new business, and ensuring compliance with all applicable regulations and internal policies.

Requirements

• Five years to eight years of experience in business development, community outreach, or relationship management within a financial institution, preferred.
• Direct experience working in or partnering with credit unions, focusing on member acquisition, retention, and expansion of products and services.
• 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.
• Series 7, Series 65 or 66, Life/Accident & Health Insurance Licenses preferred.

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.

Benefits

• Weekly Pay
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level