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In-House
Attorney
Finance - Banking
Min 5 yrs required
Financial Advisor The candidate will provide comprehensive financial services to credit union members.As a Financial Advisor, become part of the credit union environment providing investment services to members and building member relationships. Minimum completion of a 4- year degree in Finance, Business or related field, required. 5 years of revenue generating financial sales experience required. Related customer service experience preferred. FINRA Series 7, 66, or (63 and 65) securities licenses required. Florida Life, Accident and Health Insurance License required. CFP, ChFC, JD, CPA or similar designation currently held or actively pursuing strongly preferred. Should have ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem solving skills, superior amount of computer literacy and proofreading capabilities.
Reference Number: 1099800000065
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