Financial Advisor

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In this role, you will act as a true financial advocate, building meaningful relationships and creating custom strategies that empower individuals to achieve their long-term financial goals. This role is embedded within a network of credit union branch locations, where you’ll have access to consistent warm introductions from branch staff, established branch training resources and a steady flow of credit union members who are actively seeking financial guidance.

Key Responsibilities

  • Meet with clients to understand their unique financial goals, personal values and retirement needs
  • Develop customized financial strategies encompassing income planning, wealth growth and portfolio management
  • Review client portfolios regularly to ensure strategies align with their changing life circumstances
  • Build and maintain strong, lasting relationships with clients in the Sarasota and Suncoast regions
  • Collaborate closely with our support team to ensure each client receives exceptional, personalized service

Qualifications

  • Minimum three years of experience in financial advisory, wealth management or a client-facing financial services role — we will consider motivated, high-character candidates whose track record speaks for itself
  • Series 7 required
  • Series 65 or 66 preferred (or willingness to obtain)
  • Life and health insurance license preferred
  • Bachelor’s degree in finance, business, economics or a related field preferred
  • Strong communication and listening skills with a genuine passion for helping people
  • Self-motivated, coachable and driven to build a long-term practice

Opportunities & Benefits

  • Highly competitive compensation structure
  • Access to a consistent flow of warm introductions through our established credit union partner network
  • Support for professional designation credentialing (CFP®, CLU® and others)
  • Collaborative team environment with experienced mentorship
  • Flexibility to build your practice across multiple branch locations in your territory

Send your resumé to Brandon@TeamFFG.com.

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