What are the responsibilities and job description for the Investment Advisor position at Dort Financial Credit Union?
The Investment Advisor Role has a high earning potential
- Built in member leads and referrals
- Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission
- Year one earning potential of $100,000 to $150,000
Flagler Credit Union, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives—our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact.
We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values—Empowerment, Accountability, Transparency, Collaboration, and Volunteerism—guide everything we do.
Why Join Us?
We offer a comprehensive benefits package starting day one, including:
- Medical, dental, and vision insurance
- Life, AD&D, and disability coverage
- HSA & FSA options
- Tuition reimbursement (full-time)
- 401(k) with match and safe harbor
- Paid time off and holidays
- Additional perks like LegalShield, pet benefits, EAP, and telemedicine
Position Overview
This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals.
Qualifications
- Bachelor’s degree in finance, business, or related field
- FINRA Series 7 & 66 and State Insurance licenses required
- 2 years of financial planning/sales experience
What We’re Looking For
- Proven sales and relationship-building skills
- Strong business development mindset
- Motivation to exceed goals
- Effective presentation and communication skills
Ready to make an impact? Apply today and grow with us.
*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*
Salary : $49,440 - $150,000