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Wealth Advisor: Member Portfolios & Plans
Job in
Venice, Sarasota County, Florida, 34292, USA
Listed on 2026-03-01
Listing for:
Suncoast Credit Union
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services organization is seeking a Financial Advisor in Venice, Florida, to acquire and grow member clients while delivering comprehensive wealth management solutions. Key responsibilities include providing investment and insurance consultation, managing client relationships, and partnering with branch teams to achieve business goals. Ideal candidates should have significant experience in financial planning and strong sales skills. Attractive compensation package includes a base salary plus commissions, alongside numerous benefits.
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