Financial Advisor (Cape Coral)

JOB DESCRIPTION Insight Globals Credit Union partner in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service the Cape Coral and North Ft. Myers area. As a Financial Advisor, youll work with credit union branches to acquire and grow member relationships. Youll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions. Key Responsibilities include: Advise on investments, insurance, and financial planning Build and manage a book of business across advisory, brokerage, and insurance Deliver excellent member service and identify opportunities for growth Develop new relationships through networking and referrals Collaborate with branch staff to drive financial education and results Monitor financial plans and adjust as needed Track pipeline and sales activities to meet revenue goals Stay current on market trends, regulations, and products Ensure compliance with broker-dealer and credit union policies Attend training and maintain required certification

REQUIRED SKILLS AND EXPERIENCE Bachelors degree in business, finance, or related field 2+ years of professional experience in financial planning, wealth management, financial operations & support, advisor-adjacent, compliance, risk, service, and client facing support functions. FINRA Series 7 Clean FINRA U4 record

NICE TO HAVE SKILLS AND EXPERIENCE FINRA Series 66 (or 63 & 65) Florida 2-15 License Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months CFP, ChFC, CRPC Certified