Investment Advisor
Dort Financial Credit Union · North Palm Beach, FL · 2 mo ago
On-siteFinance$100k–$150k/yrFull-time
Built in member leads and referrals
Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission
Year one earning potential of $100,000 to $150,000
Core Values
- Empowerment
- Accountability
- Transparency
- Collaboration
- Volunteerism
Why Join Us?
- Comprehensive benefits package starting day one
- Medical, dental, and vision insurance
- Life, AD&D, and disability coverage
- HSA & FSA options
- Tuition reimbursement (full-time)
- 401(k) with match and safe harbor
- Paid time off and holidays
- Additional perks like LegalShield, pet benefits, EAP, and telemedicine
Position Overview
This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.
Qualifications
- Bachelor’s degree in finance, business, or related field
- FINRA Series 7 & 66 and State Insurance licenses required
- 2+ years of financial planning/sales experience
What We’re Looking For
- Proven sales and relationship-building skills
- Strong business development mindset
- Motivation to exceed goals
- Effective presentation and communication skills