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Licensed Financial Advisor

Company: FAIRWINDS Credit Union
Location: Orlando
Posted on: September 15, 2019

Job Description:

Want to work for a company who truly values their employees So much so that we've recently won Best Places to Work from Florida Trend Magazine, the Credit Union Journal, the Orlando Sentinel and the Orlando Business Journal!!Welcome to FAIRWINDS Credit Union! We continue to be the one of the best companies to work for, simply because we hire the best and most passionate talent. We are proud to promote employees from within and provide a positive work/life balance.Licensed Financial Advisor We are currently seeking an experienced Financial Advisor to join our Retirement Planning team. As the largest credit union in central Florida with over $2.3 billion in assets and a progressive culture, FAIRWINDS helps members achieve financial freedom.The successful candidates will have at least 2 years of experience as a Licensed Financial Advisor and will build a solid book of business with the support of a branch referral network while collaborating with other business units to promote FAIRWINDS Credit Union. Financial Advisors demonstrate member advocacy and build member relationships by providing full-service financial planning, investment and insurance services or additional products. As a dual employee of FAIRWINDS and CUSO Financial Services (our broker-dealer), you will assist members with identifying their financial needs and objectives and will then recommend financial products that will help achieve those goals. The territory for this position, with approximately $250 million in deposits, currently includes Dr. Phillips, South Orlando and Osceola counties and a $15-20 million book of business.Essential Duties And ResponsibilitiesConsults with members and prospective members with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the members' needs and then sells those products and services as appropriateProvides investment advice primarily on fee-based/advisory, fixed income, mutual fund, insurance and annuity investment productsHighly organized individual with knowledge of essential systems, policy and procedures, and investment products and services, including basic financial planning and asset allocation techniquesRequired Education & ExperienceBachelor's degree from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience. Bachelor's Degree in Business, Finance, Insurance or related field preferred.Series 7 and 63, 65 or 66 licenses requiredFL Life, Health, Fixed/Variable Annuity insurance license requiredMinimum 2 years of experience in needs-based analysis and delivery of personal investment products and servicesFAIRWINDS is proud to offer crewmembers a competitive compensation and benefits package including:Medical, Dental and Vision Insurance benefitsGenerous 401K match - new for 2019 - 6% match!!Life InsuranceVacation and Holiday Pay10 Paid HolidaysTuition ReimbursementWellness Reimbursement - Trade in unused sick time to pay for your gym membership!!It doesn't take long to see and experience the difference of banking with FAIRWINDS. What's so different FAIRWINDS is banking that's in your best interest. Every recommendation, rate, account and service is designed for your benefit and not our bottom line. It's called Member Advocacy and it's all for you. With that kind of commitment to your satisfaction, it's hard to see why everyone doesn't do their banking with us.

Keywords: FAIRWINDS Credit Union, Orlando , Licensed Financial Advisor, Accounting, Auditing , Orlando, Florida

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