Investment Advisor
About The Position
Flagler Credit Union, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives—our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact. We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values—Empowerment, Accountability, Transparency, Collaboration, and Volunteerism—guide everything we do. This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.
Requirements
- Bachelor’s degree in finance, business, or related field
- FINRA Series 7 & 66 and State Insurance licenses required
- 2+ years of financial planning/sales experience
- Proven sales and relationship-building skills
- Strong business development mindset
- Motivation to exceed goals
- Effective presentation and communication skills
- Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.
Responsibilities
- Building strong member relationships through investment and insurance solutions
- Provide financial planning, investment guidance, and portfolio management aligned with members’ goals
Benefits
- Medical, dental, and vision insurance
- Life, AD&D, and disability coverage
- HSA & FSA options
- Tuition reimbursement (full-time)
- 401(k) with match and safe harbor
- Paid time off and holidays
- LegalShield
- Pet benefits
- EAP
- Telemedicine
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
