About this role
Financial Advisor at Suncoast Credit Union. Location: Clearwater or St. Petersburg or Tampa. Role: Provide consultation on investment, Grow advisory book, Own client experience Requirements: 5+ years in financial planning/wealth management; Series 7 & 66 (or 63 & 65); Florida Health and Life with Variable Annuity license 2-15; bachelor’s degree in business/finance/economics; strong sales and advisory skills. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 66, finra series 63, finra series 65, florida health and life with variable annuity insurance 2-15 Commitment: Full Time Workplace: Onsite Languages: English