About this role
Financial Advisor at Suncoast Credit Union. Location: Fort Myers or Labelle. Role: Provide consultation, Grow book, Own experience Requirements: Bachelor’s degree in business, finance, economics, or related field; professional designation preferred; 5+ years financial planning/wealth management; FINRA Series 7/66 (or 63/65), Florida Health and Life with Variable Annuity 2-15; clean U4; strong advisory, sales, and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 66, florida health and life with variable annuity (2-15), u4 (finra)], college_degree_requirements([{, degree_type, required, fields_of_study=[ Commitment: Full Time Workplace: Hybrid Languages: English