Financial Advisor

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 Tallahassee community
• Collaborate closely with our support team to ensure each client receives exceptional, personalized service
• Conduct branch training sessions with credit union staff to maintain a consistent flow of qualified referrals
• Partner with credit union branch teams to build relationships and deliver member-focused financial planning

Qualifications

• Minimum three years of experience in financial advisory, wealth management or a client-facing financial services role
• 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