Financial Advisor

Gulf Winds Credit Union•Pensacola, FL

4d•$89,000 - $111,000

About The Position

The Financial Advisor provides comprehensive financial planning, investment management, and wealth-building strategies to individuals, families, and business clients. The role builds trust-based client relationships by understanding financial goals, providing personalized solutions, and delivering exceptional service. The advisor serves as a strategic partner, guiding clients through their financial lives. The position advises clients and prospective credit union members, identifies appropriate products and services based on client needs and risk tolerance, develops customized recommendations and financial plans, and completes the sales and engagement process. The advisor also works with Raymond James to support long-term organizational growth, monitors market trends, builds relationships with credit union retail teams and other centers of influence, and maintains compliant client files and records.

Requirements

Three years of similar or related experience.
Series 7 and Series 66 FINRA licenses are required.
Life and Disability insurance credentials are required.
Ability to read, write, comprehend, and speak English clearly.
Ability to exercise advanced conflict resolution, deliver material presentations, and resolve issues affecting multiple departments or divisions.
Ability to motivate or influence others, use diplomacy, build trust, and obtain cooperation internally and externally.
Must adhere to safety rules and regulations.

Nice To Haves

College degree, preferably a BS or BA in a relevant field.
Certified Financial Planner (CFP) designation.

Responsibilities

Advise clients and prospective credit union members to determine financial goals, identify products and services suited to their needs and risk tolerance, present customized recommendations and financial plans, and complete the sales and engagement process.
Leverage relationships with Raymond James to execute the organization's long-term growth strategies.
Identify and stay informed about new market trends and communicate relevant information to potential and existing clients regarding portfolio creation or changes.
Build relationships with credit union retail teams and other credit union centers of influence.
Maintain member and client files, books, and records in compliance with broker/dealer, FINRA, state, insurance regulator, and NCUA requirements.
Submit accurate and timely reporting and complete assigned responsibilities with minimal errors.
Ensure compliance with applicable rules and regulations, including BSA, OFAC, and physical security requirements.
Provide informed, professional, accurate service and support to members and associates.
Keep management informed about key operating issues affecting the credit union.
Perform other job-related duties as assigned.