About this role
Financial Advisor at Suncoast Credit Union. Location: Clearwater or St. Petersburg or St Petersburg or St Petersburg or Tampa. Role: Consult investment, Grow business, Own client experience Requirements: Bachelor’s degree in business/finance/economics; 5+ years wealth management; FINRA Series 7 and 66 (or 63 and 65); Life/Health with Variable Annuity (2-15) license; strong planning and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Customer relationship management (CRM), Wealth management platforms, Investment research tools Certifications: finra series 7, finra series 66, finra series 63, finra series 65, florida health and life with variable annuity (2-15) Commitment: Full Time Workplace: Onsite Languages: English