About this role
Financial Advisor at Suncoast Credit Union. Location: Fort Myers or Labelle. Role: Advise clients, Grow book, Manage pipeline Requirements: 5+ years financial planning/investment wealth management; FINRA 7 and 66 (or 63/65), Florida Life/Health with Variable Annuity; bachelor’s degree; strong planning, sales, and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 66, florida life and health with variable annuity (2-15) Commitment: Full Time Workplace: Onsite Languages: English