Gtefinancial
Financial Advisor
Tampa, FL (HQ)
Sponsorship not specifiedDetected 31 days ago
ExcelCommunicationProblem SolvingMicrosoft Office
About the role
- As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives.
- What does GTE look for in a Financial Advisor?
- GTE was named as one of Tampa's Top Workplaces!
Responsibilities
- Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies.
- Follow a consultative sales approach to build and manage a strong book of business.
- Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery.
- Maintain a balanced product portfolio to meet individual and team goals.
- Adhere to broker-dealer practices and FINRA's requirements to maintain accurate records.
- Demonstrated commitment to a consultative sales approach while genertaing commissions and building a reliable and recurring revenue stream.
Requirements
- Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry.
- FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment.
- Candidates must meet required technical computer skills.
- Bilingual (English/Spanish) is preferred but not required.
- Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions.
Nice to have
- A college degree is preferred, or equivalent relevant professional experience.
- LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable.
Benefits
- Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
- Develop personalized plans that reflect each member's goals and risk tolerance, ensuring a holistic approach to their financial health.
- Maintain and be up to date on continuing education requirements for all licenses and registrations
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This listing is sourced directly from Gtefinancial's careers page and normalized into a canonical job model.