About this role
Financial Advisor at Suncoast Credit Union. Location: Bradenton or West Bradenton. Role: Consult investments, Grow book, Manage pipeline Requirements: Bachelor’s degree in business, finance, economics, or related field; 5+ years in financial planning or wealth management; FINRA Series 7 and 66 (or 63 and 65) and Florida Life/Health with Variable Annuity; U4 clean; strong planning and communication skills; ability to grow and manage client relationships. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 66, florida health and life with variable annuity (2-15) Commitment: Full Time Workplace: Hybrid Languages: English