Vice President- Financial Advisor
About The Position
As the largest central Florida-based credit union with over $4.8 billion in assets and a progressive culture, FAIRWINDS provides exceptional employment opportunities. We are the fastest growing established CUSO Financial Services program over the past two years, and recently recognized by Kehrer-Bielan as one of the 2024 Top Director Awards for the outstanding performance of our investment services business. The successful candidate will have at least 2 years of solid experience as a Licensed Financial Advisor and will build a solid book of business with the support of a referral network while collaborating with other business units to promote FAIRWINDS Credit Union. Financial Advisors demonstrate member advocacy and build member relationships by providing full-service financial planning, investment and insurance services or additional products. As a dual employee of FAIRWINDS and CUSO Financial Services (our broker-dealer), you will assist members with identifying their financial needs and objectives and will then recommend financial products that will help achieve those goals.
Requirements
- Series 7 and 63, 65 or 66 licenses required
- FL Life, Health, Fixed/Variable Annuity insurance license required
- Minimum 2 years of experience in needs-based analysis and delivery of personal investment products and services
Nice To Haves
- Bachelor's degree preferred
Responsibilities
- Consults with members and prospective members with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the members’ needs and then sells those products and services as appropriate
- Provides investment advice primarily on fee-based/advisory, fixed income, mutual fund, insurance and annuity investment products
- Highly organized individual with knowledge of essential systems, policy and procedures, and investment products and services, including basic financial planning and asset allocation techniques
Benefits
- 11 paid holidays
- 85% employer paid medical, vision, and dental coverage
- 401(k) match at 6%
- Paid vacation and sick time that does not expire
- Wellness reimbursement
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
