Suncoast Credit Union
Join to apply for the
Financial Advisor
role at
Suncoast Credit Union
Overview
Year 1 | $60,000 - $90,000
Year 3 | $107,000 - $135,000
Year 5 | $150,000 - $260,000
Year 10 | $300,000+
Compensation:
$60,000 base salary plus commission
Income Growth Opportunity
Year 1 | $60,000 - $90,000
Year 3 | $107,000 - $135,000
Year 5 | $150,000 - $260,000
Year 10 | $300,000+
Location Type:
Hybrid, a flexible work model blending in-office and remote working
Position Type:
Full Time
Region:
Del Prado, Cape Coral
Responsibilities
Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
Grow and retain an advisory, brokerage, and insurance book of business
Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
Acquire, expand, and maintain member client relationships through business development and networking
Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
Apply product and procedural knowledge to solve member client problems appropriately and efficiently
Manage pipeline and activities to ensure appropriate number of opportunities are moving through the sales cycle to meet growth and revenue goals
Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
Present sound financial recommendations and guidance to member clients
Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
Coach and educate branch staff and internal business partners to identify opportunities
Drive financial education and visibility among branch staff
Partner with branch managers to lead the branch team on action steps to achieve investment results
Communicate with internal and external centers of influence to build strong referral relationships
Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management
Meet service level agreements for lead and referral follow-up
Create and execute business plans to grow recurring revenue base
Develop, monitor, and manage portfolios and third-party asset managers
Act as a culture champion aligned with Suncoast’s mission and values
Assess and manage risks to ensure adherence to compliance frameworks
Obtain broker-dealer approval on all advertising and communications with the public
Maintain knowledge of current economic, regulatory, financial planning, investment trends, products, and markets
Attend educational events to increase professional knowledge
Complete annual compliance and information security training
Qualifications
Bachelor’s degree in business, finance, economics, or related field
Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.)
Minimum of 5 years of financial planning, investment advisory, or wealth management experience
FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required
FINRA Record (U4) with no unacceptable entries
Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+
Excellent knowledge of financial and goals-based planning and investment management
Ability to view holistically and incorporate various planning disciplines
Consultative influence skills with strong active listening and discovery abilities
Strong presentation, sales, and closing skills
Ability to translate and communicate complex concepts to varied audiences
Strong written, verbal, and interpersonal communication skills
Strong knowledge of credit union products, services, policies, and regulatory compliance
Strong knowledge of credit union computer systems and software
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical, Dental and Vision, Gym access, Mental Health Resources, PTO Wellness Days, Short/Long Term Disability
Work-Life Balance: Holidays, Paid Time Off, Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
Company Overview:
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Learn more at https://careers.suncoastcreditunion.com/
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales | Industries: Banking
#J-18808-Ljbffr
Financial Advisor
role at
Suncoast Credit Union
Overview
Year 1 | $60,000 - $90,000
Year 3 | $107,000 - $135,000
Year 5 | $150,000 - $260,000
Year 10 | $300,000+
Compensation:
$60,000 base salary plus commission
Income Growth Opportunity
Year 1 | $60,000 - $90,000
Year 3 | $107,000 - $135,000
Year 5 | $150,000 - $260,000
Year 10 | $300,000+
Location Type:
Hybrid, a flexible work model blending in-office and remote working
Position Type:
Full Time
Region:
Del Prado, Cape Coral
Responsibilities
Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
Grow and retain an advisory, brokerage, and insurance book of business
Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
Acquire, expand, and maintain member client relationships through business development and networking
Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
Apply product and procedural knowledge to solve member client problems appropriately and efficiently
Manage pipeline and activities to ensure appropriate number of opportunities are moving through the sales cycle to meet growth and revenue goals
Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
Present sound financial recommendations and guidance to member clients
Establish and implement financial plans based on members’ financial needs and objectives, while monitoring financial plans and recommending changes
Coach and educate branch staff and internal business partners to identify opportunities
Drive financial education and visibility among branch staff
Partner with branch managers to lead the branch team on action steps to achieve investment results
Communicate with internal and external centers of influence to build strong referral relationships
Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management
Meet service level agreements for lead and referral follow-up
Create and execute business plans to grow recurring revenue base
Develop, monitor, and manage portfolios and third-party asset managers
Act as a culture champion aligned with Suncoast’s mission and values
Assess and manage risks to ensure adherence to compliance frameworks
Obtain broker-dealer approval on all advertising and communications with the public
Maintain knowledge of current economic, regulatory, financial planning, investment trends, products, and markets
Attend educational events to increase professional knowledge
Complete annual compliance and information security training
Qualifications
Bachelor’s degree in business, finance, economics, or related field
Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.)
Minimum of 5 years of financial planning, investment advisory, or wealth management experience
FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required
FINRA Record (U4) with no unacceptable entries
Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+
Excellent knowledge of financial and goals-based planning and investment management
Ability to view holistically and incorporate various planning disciplines
Consultative influence skills with strong active listening and discovery abilities
Strong presentation, sales, and closing skills
Ability to translate and communicate complex concepts to varied audiences
Strong written, verbal, and interpersonal communication skills
Strong knowledge of credit union products, services, policies, and regulatory compliance
Strong knowledge of credit union computer systems and software
Skills
Customer Service
Networking
Sales
Benefits
Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
Wellness: Medical, Dental and Vision, Gym access, Mental Health Resources, PTO Wellness Days, Short/Long Term Disability
Work-Life Balance: Holidays, Paid Time Off, Parental Leave, Birthday PTO
Community Involvement: Paid Volunteer Hours
Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
Company Overview:
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Learn more at https://careers.suncoastcreditunion.com/
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales | Industries: Banking
#J-18808-Ljbffr