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, a company that was built upon the simple philosophy of "people helping people" since 1949. Helping our members achieve financial freedom, helping our crewmembers grow lifelong careers here, helping our local community grow and thrive. You get the idea.
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.
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 provides unique employment opportunities.
The successful candidates will have at least 2 years of successful 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, Avalon Park, South Orlando and Osceola counties and a $20M book of business.
Essential Duties and Responsibilities:
Consults 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 appropriate
Provides investment advice primarily on fee-based/advisory, fixed income, mutual fund, insurance and annuity investment products
Highly organized individual with knowledge of essential systems, policy and procedures, and investment products and services, including basic financial planning and asset allocation techniques