Financial Advisor-Pinellas

Job Description

Insight Global’s customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis. These individuals will support various regions throughout Florida. As a Financial Advisor, you’ll work with credit union branches to acquire and grow member relationships. You’ll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solution.

Advise on investments, insurance, and financial planning Build and manage a book of business across advisory, brokerage, and insurance Deliver excellent member service and identify opportunities for growth Develop new relationships through networking and referrals Collaborate with branch staff to drive financial education and results Monitor financial plans and adjust as needed Track pipeline and sales activities to meet revenue goals Stay current on market trends, regulations, and products Ensure compliance with broker-dealer and credit union policies Attend training and maintain required certifications.

60K Base Salary + Commission Commission Structure: 31% of gross revenue for transactional commissions and trails (e.g., mutual funds, annuities, stocks, UITs, etc). 36% of gross revenue for fee-based advisory revenue.

Skills and Requirements

Required Qualifications: Bachelor’s degree in business, finance, or related field 2+ years in financial planning or wealth management Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months FINRA Series 7 & 66 (or 63 & 65) Clean FINRA U4 record Florida 2-15 License – If they do not currently have, they will be accepted to gather in the first 30-45 days of employment at Suncoast CFP, ChFC, CRPC Certified

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].