Financial Advisor

Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members. Qualified candidates must live in the Tampa Bay area. Ability to communicate successfully and in a professional manner with clients and possess excellent decision making and problem-solving skills are required.