Share Email Opening Apply Now
Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - FAIRWINDS Credit Union  
Location FAIRWINDS Credit Union - Orlando, FL  
Full-Time/Part-Time Full-Time  
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, 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.

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 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

 
Position Requirements
  • Bachelor'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 required
  • FL Life, Health, Fixed/Variable Annuity insurance license required
  • Minimum 2 years of experience in needs-based analysis and delivery of personal investment products and services

FAIRWINDS is proud to offer crewmembers a competitive compensation and benefits package including:

  • Medical, Dental and Vision Insurance benefits
  • Generous 401K match – new for 2019 – 6% match!!
  • Life Insurance
  • Vacation and Holiday Pay
  • 10 Paid Holidays
  • Tuition Reimbursement
  • Wellness Reimbursement - Trade in unused sick time to pay for your gym membership!

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2449289

**Representatives are employed byFAIRWINDS Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

 

This position is currently accepting applications.

Apply Now




 


 
Click here for technical assistance.