Required Skills & Experience
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+
• 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+
Job Description
Insight 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 to service the East Manatee/Lakewood Ranch/Ellenton region. 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 solutions.
Key Responsibilities:
- 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
Financial Advisor in Tampa at Insight Global
This position is listed as full time and onsite. It was posted 3 days ago.