Financial AdvisorInsight Global's customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis. These individuals will support various regions throughout Florida. As a Financial Advisor, you'll work with credit union branches to acquire and grow member relationships.
You'll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solution.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 certifications.60K Base Salary + Commission Commission Structure: 31% of gross revenue for transactional commissions and trails (e.g., mutual funds, annuities, stocks, UITs, etc). 36% of gross revenue for fee-based advisory revenue.
Financial Advisor-Pinellas in tampa at Unknown Company
This position is listed as full time and onsite.