Find & Apply For Personal Financial Advisor Jobs in Bradenton, Florida

Job Description Insight Global's customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis. These individuals will support various regions throughout Florida. As a Financial Advisor, you'll work with credit union branches to acquire and grow member relationships. You'll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solution.60K Base Salary +

CommissionCommission Structure:

31% of gross revenue for transactional commissions and trails (e.g., mutual funds, annuities, stocks, UITs, etc).36% of gross revenue for fee-based advisory revenue.

Key Responsibilities:

Advise on investments, insurance, and financial planningBuild and manage a book of business across advisory, brokerage, and insuranceDeliver excellent member service and identify opportunities for growthDevelop new relationships through networking and referralsCollaborate with branch staff to drive financial education and resultsMonitor financial plans and adjust as neededTrack pipeline and sales activities to meet revenue goalsStay current on market trends, regulations, and productsEnsure compliance with broker-dealer and credit union policiesAttend training and maintain required certifications Skills and Requirements Bachelor's degree in business, finance, or related field2+ years in financial planning or wealth managementMinimum of $125K Revenue/Commissions/GDC in the trailing 12-monthsFINRA Series 7 & 66 (or 63 & 65)Clean

FINRA U4

recordFlorida 2-15 License - If they do not currently have, they will be accepted to gather in the first 30-45 days of employment at SuncoastCFP, ChFC, CRPC Certified We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.