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We are looking for an experienced Wealth Advisor to join our growing team! We will be looking to add a candidate for our Murdoch, North Port, and Punta Gorda branch territory. This position has a $70,000 forgivable draw for the first two years. This is your chance to join a growing Credit Union.
Candidates must live in this territory to be considered.
SUMMARY
Join Achieva Credit Union as a Wealth Advisor and make a lasting impact on our members' financial well-being. You'll leverage your expertise to offer personalized wealth management strategies, build trust, and guide members toward achieving their financial goals. Whether it's retirement planning, risk management, or education cost planning, you'll play a key role in their financial journeys. This independent role, initially supported by a dedicated service team, has the potential to partner with an Associate as your practice grows.
POSITION DUTIES & RESPONSIBILITIES
REQUIRED EDUCATION, LICENSES & ADVANCED DESIGNATIONS
REQUIRED EXPERIENCE
REQUIRED SKILLS & ATTRIBUTES
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, age.
Full Time
Banking
$54k-81k (estimate)
02/01/2024
07/02/2024
achievacu.com
DUNEDIN, FL
200 - 500
1937
GARY REGOLI
$50M - $200M
Banking