Financial Consultant – Fort Myers & Naples area Position Available In Lee, Florida

Financial Consultant – Fort Myers & Naples area DFCU Financial life insurance, vision insurance, paid time off, paid holidays, long term disability, tuition reimbursement, 401(k) United States, Florida, Fort Myers 8690 Gladiolus Drive (Show on map) Jun 23, 2025 Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity:

We are seeking a successful Financial Consultant for the Fort Myers & Naples, FL area. This role will provide high quality investment consultation services to members and ongoing service to established account holders.

What You’ll Do:

Provide investment planning services and products through client needs analysis, risk assessment and investment objective considerations.
Maintain a strong understanding of product, industry and service features/standards with member impact.
Open accounts and place orders in a timely and procedurally correct manner.
Conduct member transactions in accordance with all broker/dealer, FINRA, SEC and DFCU Financial rules, regulations and procedures.
Work with branch and call center staff to create referral opportunities to attain individual and team goals.
Offsite meetings and seminars as required.
Saturday and evening hours as needed.

What You’ll Need:

Business related bachelor’s degree or equivalent experience.
Active series 7, 65/66, Life and Variable Contracts licenses.
Three years pertinent experience.
Demonstrated record of productivity and integrity.
Current Chartered Retirement Planning Counselor (CRPC) designation or ability to obtain within 6 months of hire.
Consistent positive, cooperative, self-motivated, courteous and professional attitude.
Excellent interpersonal skills, including effective verbal and written communication.

What We Offer:

401k plan match, dollar for dollar up to 4%
Medical, dental and vision insurance effective date of hire
Health savings account (HSA)
Flexible spending accounts for medical and dependent care expenses
Adoption assistance for qualified expenses maximum $10,000 per child
Wellness initiatives and reimbursements
Pre-paid legal services plan
Identity protection plan
Accident supplemental plan
Short & long term disability plans paid for by company
Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
Pet Insurance
Free financial planning assistance
Numerous fun employee events throughout the year
Volunteer and community engagement opportunities
Employee loan discounts (closed-end loans)
Service / anniversary awards
Employee discounts for company logo wear
Employee referral payouts for recruiting your friends and family
Paid lunch time
Tuition reimbursement / Education assistance
Paid time off
Paid holidays (13 per year) Equal Opportunity Employer / Disabled / Veterans