Investment Advisor
DORT FINANCIAL CU • North Palm Beach, FL58d • $49,400 - $150,000 • Onsite
Financial Advisor Jobs
3,593 jobs found — updated daily
Financial Advisor Associate
Janney • Pittsburgh, PA58d • OnsiteFinancial Advisor
Valued Merchant Services • San Francisco, CA58d • HybridFinancial Advisor
Wilmington Trust • Baltimore, MD59d • OnsiteFinancial Advisor Transition Consultant
Royal Bank of Canada • Minneapolis, MN59d • HybridPremier Client Financial Advisor
PNC Bank • Greenwood Village, CO59d • OnsiteFinancial Advisor
Bank of Montreal • HB Sauk City, WI59d • OnsiteFinancial Advisor
Solera Asset Managers and Insurance Agency • GRANITE BAY, CA59d • $60,000 - $175,000 • OnsiteFinancial Solutions Advisor
Bank of America • San Jose, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor
Bank of America • Columbia, SC59d • OnsiteFinancial Advisor
Thrivent • Casper, WY59d • RemoteFinancial Advisor, Investment & Retirement Planning
Scotiabank • Fergus, ON59d • OnsiteFinancial Solutions Advisor
Bank of America • San Francisco, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor
Bank of America • Cupertino, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor Registration Candidate
Bank of America • Winnetka, IL59d • $29 - $34 • OnsiteFinancial Advisor
Scotiabank • Okotoks, AB59d • OnsiteFinancial Solutions Advisor
Bank of America • Daly City, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor
Bank of America • San Jose, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor
Bank of America • Cupertino, CA59d • $70,000 - $80,000 • OnsiteFinancial Solutions Advisor
Bank of America • San Francisco, CA59d • $70,000 - $80,000 • Onsite
Investment Advisor
DORT FINANCIAL CU•North Palm Beach, FL
•$49,400 - $150,000•Onsite
About The Position
The Investment Advisor Role has a high earning potential with built-in member leads and referrals. 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
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Job Search Resources
Career Resources
Build a Resume for Financial Advisor
The resume builder that gets results.
- Get clear feedback so you look as qualified as you are
- Align your resume with the job to get further in the process, faster
- Take the guesswork out of resume writing
